I am running SugarCRM Professional, Version 7.2. I want to add a field to a layout in the calls module, but the field I want to add is a Studio created field from a different module. I searched the old Sugar vt bulletin forums and found lots of people talking about editing the php files and creating all kinds of relationships, but no one clearly said whether it can be done strictly via Studio. This site seems less techie, but I have not found an answer here either. Can I (without editing any source files manually or installing JavaScript files) make a field created for one module available for the layout of a screen in another? It sure seems like something lots of people would want to do. Thanks for any help I get (even if the answer is that it cannot be done).
What I want to do is, I believe, simple. I want take the "account_name" field (I use it for the Company Name) from the "Leads" module and display it in the "Tasks" and "Calls" modules, specifically in list view. At present, the "tasks" and "calls" modules only show the lead contact name—that is, the individual's name and not the company name. I don't always remember which lead contact is associated with which company and I frequently have to click to the "leads" module to see who is associated with which company. This is pointless clicking.
Here's an illustration:
In the "Leads" module you have data such as: name, status, account name, phone, etc:
Here's what I'd like to happen. I inserted a dummy field to illustrate.
The calls/tasks module simply fulls data from the Leads/account_name field like this:
The data exists in this field:
It seems this should be simple. I've tried "relate" fields but it only allows me to include the name of the lead and not the account name from the lead. Any help would be appreciated.
What I want to do is, I believe, simple. I want take the "account_name" field (I use it for the Company Name) from the "Leads" module and display it in the "Tasks" and "Calls" modules, specifically in list view. At present, the "tasks" and "calls" modules only show the lead contact name—that is, the individual's name and not the company name. I don't always remember which lead contact is associated with which company and I frequently have to click to the "leads" module to see who is associated with which company. This is pointless clicking.
Here's an illustration:
In the "Leads" module you have data such as: name, status, account name, phone, etc:
Here's what I'd like to happen. I inserted a dummy field to illustrate.
The calls/tasks module simply fulls data from the Leads/account_name field like this:
The data exists in this field:
It seems this should be simple. I've tried "relate" fields but it only allows me to include the name of the lead and not the account name from the lead. Any help would be appreciated.
