Results 1 to 3 of 3

Thread: Using existing fields into new modules

  1. #1
    sal.supki is offline Junior Member
    Join Date
    Aug 2008
    Posts
    3

    Exclamation Using existing fields into new modules

    Hi

    I am on Sugar Community Edition Version 5.0.0g (Build 3391).

    1) I have created customized fields in the Opportunities module and would want the same fields to appear in the Accounts module without having to add the same fields into it. Can I drag these existing fields into other modules?

    2) How do I create customized reports?

    Thanks.

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
    Join Date
    Jul 2006
    Location
    São Paulo - Brazil
    Posts
    8,335

    Default Re: Using existing fields into new modules

    Quote Originally Posted by sal.supki
    Hi

    I am on Sugar Community Edition Version 5.0.0g (Build 3391).

    1) I have created customized fields in the Opportunities module and would want the same fields to appear in the Accounts module without having to add the same fields into it. Can I drag these existing fields into other modules?

    2) How do I create customized reports?

    Thanks.
    Hi, sal.supki

    Let me know if I understood properly:
    1) You want to make available in the Accounts layout the custom fields you created in the Opportunities, right? Actually do you want to create in Accounts the same fields you just created in Opportunities? Or do you want to access the Opportunities fields in the Accounts layout?
    Please, help us help you.

    2) Reports is a module built for the licensed flavors (PRO and ENT).

    Cheers
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  3. #3
    sal.supki is offline Junior Member
    Join Date
    Aug 2008
    Posts
    3

    Arrow Re: Using existing fields into new modules

    Hi Andre

    I would want to display the same fields which I created in the Opportunities module onto the Accounts module, Not adding of the same fields.

    Also, is there a limit to the no. of users who can login to the system at same time? is there a conflict rule ie. if the same user is updating the same record at the same time, what happens then?

    Thanks- Sal
    Last edited by sal.supki; 2008-08-13 at 09:17 AM. Reason: adding more text

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Replies: 1
    Last Post: 2009-07-06, 02:25 PM
  2. Custom Fields & Modules
    By Deland02 in forum Help
    Replies: 13
    Last Post: 2006-12-28, 03:11 PM
  3. Replies: 1
    Last Post: 2006-11-24, 12:08 AM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •