Removing 'required' flag from Last Name field in Leads

[Azazriel]

Hi All,

I'm hoping someone can help. I'm working on getting SugarOS 4.5.1c set up for our company, and am having a difficult time getting my head around the relationships between leads/accounts/opportunities. I've read a lot of the other threads, and for our implementation, do tend to agree with a lot of the sentiments on this forum, that Leads need to focus on the COMPANY and not the PERSON.

However, I think I've got our Leads module modified (no PHP, just using Studio) enough to work for us, but have run into one seemingly smal issue that's thworing a relatively large spanner in the works...

I can't seem to find out where to clear the 'required' flag on the 'Last Name' field! We've got about 25k leads to import, which are segmented into the various vertical markets we're targeting. From here, a salesperson qualifieds the lead, converts it to an account and creates an opportunity to track the sale process for that particular product or service.

I've spend a good couple of weeks trying to find a common ground between Sugar and our current sales team and sales processes, and it's sod's law to have one little teeny-tiny thing like not being able to find out how to clear a required flag bring us to a complete halt.

Does anyone have any suggestions? I think we'll be golden if we can get it so the Last Name is no longer a required field in the Leads module.

Any help would be greatly apreciated!

Thanks!

Todd
--
Todd Harrison
New Digital Group

[sacramentojoe]

Look at the vardefs.php file in the Leads module. Set the value of the required key to false for last_name.

Should do it. You might have to manaully remove the red *.

[scott0204]

I'm trying to do something similar - make the Opportunity Close Date not required. When I look in the opty vardef file the field isn't marked as required.

Any ideas on that?

Look at the vardefs.php file in the Leads module. Set the value of the required key to false for last_name.

Should do it. You might have to manaully remove the red *.

[akedia]

For that one try looking at the code in /modules/Opportunities/OpportunityFormBase.php

around line 235 or so
<td class="dataLabel">$lbl_date_closed&nbsp;<span class="required">$lbl_required_symbol</span></td>

seems it's set as required here....

[aleksserbia]

Hi folks ,
first thing , do you need to remove the" * "or the attribute for the field,
if you wont t remove the sign "*" it will work with previous explanation ,if you wont to remove the attribute ,and to sugar do not ask you to enter the field when you wont to save your record ,go to vardefs.php and enter for that field required=>false
this will let you to save record without to enter theat field
regards,alex
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