Quote (Contact) Popup Layout

[beuten]

We recently upgraded from 4.5.1 to 5.0.0f and found a new "feature" that our sales people do not like. I am hoping someone can help me resolve the issues.

1) In the Quote module there is a popup to add the Contact Name. In 4.5.1 the Account name (if already entered) was automatically used as a filter in the popup. If 5.0.0 all fields are empty. How can we get the Account name from the Quote to be automatically inserted in the Contacts popup?

2) There are new fields in the popup (Lead Source, title, Assigned to...) that are not needed and we would like to remove them. I tried removing them by changing the modules/Contacts/metadata/popupdefs.php file, but had no luck. Any ideas?

3) Finally, we would like to change the size of the popup box. This used to be in the EditView file, but it seems to have changed in 5.0.

Thanks in advance.

[beuten]

can anyone help here? ...please

[gdoss]

I know you asked this a really long time ago, but since I have been searching for a while I'll post what I have found so far. I do not have the answer as the change I did breaks several Select buttons, but maybe it can help someone get closer to the answer.

Look at line 31 in /include/SugarFields/Fields/Relate/EditView.tpl.

Change:

onclick='open_popup("{{sugarvar key='module'}}", 600, 400, "", true, false, {{$displayParams.popupData}}, "single", true);'

to:

onclick='open_popup("{{sugarvar key='module'}}", 600, 400, "&account_name=" + escape(this.form.billing_account_name.value), true, false, {{$displayParams.popupData}}, "single", true);'

You'll notice in there the 600, 400. I have not tested this, but I am sure changing those changes the size of the popup.

This is not a perfect (or even good) method and causes lots of other problems. This change breaks several crucial Select buttons, including Assigned to, Team, Parent Account, Contact in Tasks, and probably others. Obviously not something in live at this point, but something to try and get working in our development setup.

One other thing to note. I noticed the line item that the Product Select popup in the quote does pull the Product Name if populated, or blank if it is not yet populated. I didn't have time to check on how it does it today, but that is where I'll be looking next.