Show a contacts dropdown list specific to the account when entering a note, task, call, or meeting.

For example, when creating a note and adding a contact one must know exactly which contact the note needs to be associated with and type their name into the field knowing how it is spelled. This enhancement should display a drop-down list of all the contacts associated with that account when the Contact field is clicked.

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0 Vlad Tanasoiu 1 month ago

Hi Shailendra Thakur ,

Usually, on a normal relationship this is achieved using "initial filters" : https://support.sugarcrm.com/documentation/sugar_developer/sugar_developer_guide_13.0/architecture/filters/#Adding_Initial_Filters_to_Lookup_Searches

But in the case of activities (task, call, or meeting) the "invitees" relationship is special. You will probably have to extend or rewrite it in a new custom field.

Hope this helps.

Kind regards,

Vlad

Reply

0 Vlad Tanasoiu 1 month ago

Hi Shailendra Thakur ,

Usually, on a normal relationship this is achieved using "initial filters" : https://support.sugarcrm.com/documentation/sugar_developer/sugar_developer_guide_13.0/architecture/filters/#Adding_Initial_Filters_to_Lookup_Searches

But in the case of activities (task, call, or meeting) the "invitees" relationship is special. You will probably have to extend or rewrite it in a new custom field.

Hope this helps.

Kind regards,

Vlad

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