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Thread: Customize display of leads in list view.

  1. #1
    zeroDivisible is offline Junior Member
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    Jan 2012
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    Default Customize display of leads in list view.

    Hello,

    As I am just starting to playing with community edition of Sugar CRM, I had stumbled across one simple (I hope) problem.

    Short description: if I will go to Leads and have list of Leads, I can go into detail view by clicking on hyperlink in lead name. Can I add the same hyperlink to other field in this list? Basically, I want to have two fields clickable, each taking me to the same detail view of given record.

    Longer description: in my company, Leads are not specific people, but other companies, for which we have main contact and additional contact people. I customized the CRM for this, but right now I can only go to other company by having to click on person name, which is kinda' out of place.

    May I ask for some guidelines or at least pointing me to place where I can try to customize this display?

    Thank you for your time.

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Customize display of leads in list view.

    You should be able to do that by changing the listviewdefs.php file.

    Assuming you've customized the listview, you'll find that file under custom/modules/metadata. You'll want to add the line 'link' => true, to the corresponding field, similar to what you see for the 'name' field.

    Once you've applied the change, delete the contents of cache/modules/Leads and try again.
    Regards,

    Angel Magaña
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

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  3. #3
    rafael.q.g@hotmail.com's Avatar
    rafael.q.g@hotmail.com is offline Sugar Community Member
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    Florianópolis - Brazil
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    Default Re: Customize display of leads in list view.

    Also a simple approch to customize its display is to use customCode on listviewdefs.php for leads module and make the link code to desired module.
    Rafael Queiroz Gonçalves
    Advanced OMG UML Certified Professional
    Sun Certified Enterprise Architect for the Java Platform
    Sun Certified Programmer for the Java 2 Platform
    IBM Certified Advanced Application Developer - Lotus Notes and Domino
    IBM Certified Application Developer - IBM WebSphere Portlet Factory
    Computer Science Mastering / UFSC - PPGCC

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