Un-Require a field?

[bstonehill]

In the leads module the Last Name field is a required field but many of the leads we are importing (we are primarily importing general business contacts, not individual contacts) do not have a value for this field so they are skipped during the import. Is there anyway I can change this to a non-required field?

Thanks,
Brent

[malcolmh]

In the leads module the Last Name field is a required field but many of the leads we are importing (we are primarily importing general business contacts, not individual contacts) do not have a value for this field so they are skipped during the import. Is there anyway I can change this to a non-required field?

Thanks,
Brent

Look in the vardefs.php file in the leads directory. Look for the field in question, there is probably a value required = yes. Change the value to no.

In the Editview.html take out the mandatory tab

Hope this helps

[peopleclues]

Look in the vardefs.php file in the leads directory. Look for the field in question, there is probably a value required = yes. Change the value to no.

In the Editview.html take out the mandatory tab

Hope this helps

What if you're using Sugar OnDemand and you don't have access to the vardefs.php file?

For example, there seems to be somewhat of a logic flaw in the Opportunities module as it should / could relate to the Leads module.

In the Leads module, you have the ability to convert the Lead into an Account / Contact when/if the Lead becomes a revenue producing Account / Contact. In the Opportunities module, the "Type" drop-down allows you to specify New or Existing business and makes the Account Name a required field... and there is NO field to denote whether an Opportunity is for a Lead... hence negating the need to have "existing business" in the Type drop-down for Opportunity.

The way this is set up is you can really only enter an Opportunity for an existing Account - hence an Opportunity would ALWAYS be New Business for an existing Account... which is fine. However, there doesn't seem to be a way to identify New Business for a Lead.

Hence, I want to know how to make the Account Name field in the Opportunities module "not required" using Sugar Professional OnDeman!

thank you,