Is it possible to filter data inside subpanel?
Let's say we have Opportunities subpanel inside in Accounts module, and we want to filter Opportunities subpanel by Sales stage and asigned user to opportunity.
Is it possible to filter data inside subpanel?
Let's say we have Opportunities subpanel inside in Accounts module, and we want to filter Opportunities subpanel by Sales stage and asigned user to opportunity.
Just replay this ... in Accounts module ... you have many Opportunities and you want to see these in the subpanel by a number of discrete filters?
If so, then the answer is "No" ... sugar will not do this natively without cutting some code ... however, would going to the Opportunities modules and filtering by Account, User and Sales Stage or constructing a Dashlet not achieve what you're looking for?
Apache/2.2.3 (Debian) PHP/5.2.0-8+etch11 MySQL 5.0.32
SalesAgility.com - SugarCRM Experts (UK)
Authors of Advanced OpenSales - Open Source Quotations, Invoices, Products and Contracts modules for SugarCRM Community Edition - Download here
salesagility,
you have many Opportunities and you want to see these in the subpanel by a number of discrete filters?
Yes, that is the main client requirement. Your other solution is not acceptable to our clients. That's a big problem to us.
OK ... then you'll either have to cut some custom code to achieve this or get someone to do this for you ... If you need a quote, please email me.
Apache/2.2.3 (Debian) PHP/5.2.0-8+etch11 MySQL 5.0.32
SalesAgility.com - SugarCRM Experts (UK)
Authors of Advanced OpenSales - Open Source Quotations, Invoices, Products and Contracts modules for SugarCRM Community Edition - Download here
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