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Thread: Changing Search Field in Relationships/Module

  1. #1
    textlocal is offline Sugar Community Member
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    Default Changing Search Field in Relationships/Module

    We are in the processing of rolling out SugarCRM CE, and I've got a whole load of questions about customisation... so here's the first one...

    When assigning an Account to another Module, e.g. when assigning a case to an account, it it by default using the firstname/lastname fields. Is it possible to change this to another field e.g. Company or UserId (which are our own custom fields)?

    Thanks
    James

  2. #2
    sts's Avatar
    sts
    sts is offline Sugar Community Member
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    Default Re: Changing Search Field in Relationships/Module

    Relationships between objects use internal ids (uuids) that are not visible on screen.

    If your question is how to change the views to see other fields you could go to admin->Studio. This tool gives you the ability to change the views (list view, detail view, edit view, ...), especially remove and add fields.
    Stefan Ulrich Sauer
    System Analyst

    Devoteam Danet GmbH
    Gutenbergstraße 10
    D-64331 Weiterstadt
    Germany
    email: Stefan-Ulrich.Sauer@devoteam.com
    http://www.devoteam.de

  3. #3
    textlocal is offline Sugar Community Member
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    Default Re: Changing Search Field in Relationships/Module

    I've already done loads in the Studio .... but it's not actually the view i want to change.... I'll try and explain a little better!

    If I've got a Case, and I want to assign a Customer to it, current if I start typing in the Account box, it searches and comes back based on Firstname/Lastname - I'd like it to search and come back on another field, if possible!
    James - Textlocal
    Technical Manager/Web Developer

  4. #4
    sts's Avatar
    sts
    sts is offline Sugar Community Member
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    Default Re: Changing Search Field in Relationships/Module

    I think you mix something together ... If I'm in case module and select an account I get account name etc. as search fields. If I select a contact I get first name, last name, etc.
    These views are defined in Studio in
    Accounts->Layouts->Popup View->Popup Search
    Contacts->Layouts->Popup View->Popup Search
    Stefan Ulrich Sauer
    System Analyst

    Devoteam Danet GmbH
    Gutenbergstraße 10
    D-64331 Weiterstadt
    Germany
    email: Stefan-Ulrich.Sauer@devoteam.com
    http://www.devoteam.de

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