Renamed modules not appearing in Flex relate

Hi All,

There are couple of modules which we have renamed. E.g. (Lead to Prospect, Account to Client, QLI to RLI etc.)
On the top menu all the renamed modules are shown correctly but we are facing an issue with the flex relate field.
In the call module (Flex relate field), some of the old module names are still persists. Lead is shown as Prospect but Account is still showing as Account only (not as Client).

Sugar support has marked this as a defect but still looking for a solution. If someone can throw some light.

-Gaurang

Parents
  • Hi Juned Rawoot,

    You can still update the drop down list by making changes to the "parent_type_display" list under Admin->Dropdown Editor. Make sure to only change the display label and keep the item name unchanged. You can also add your custom modules if required or delete some unwanted modules from the list making sure that there is no data related to those modules.

    Let us know if this helps.

    Regards.

  • Thank youJuned Rawoot, We have tried this solution. Its working for Meeting and Calls module relate to field, But its not working for Notes module. 

  • Manisha narwade - What version of Sugar are you using? In the Fall 2019 release (9.2), I can update the module names by going to Admin > Rename Modules. From there, when I click on a module name, I can edit the singular and plural module name:

    Once I save those changes, log out, and then back in the updated module name shows as expected when creating meetings, calls, and notes.

    This feature is not new to the 9.2 release so it may be available even if you are using an earlier version of Sugar.

  • Hey Chris Raffle,

    Than you for reply. I have did this before, but field name is not  changed. My question is that, My module is renamed successfully from Admin > Rename Modules, but in Notes module "Relate to" field "Knowledge Base" module is missing. so I have applied below solution and its working fine.

    1. Logged in sugarCRM Application to admin user 

    2. Admin > Dropdown Editor > record_type_display_notes & add the item name
    3. Save & Deploy

    From above solution module is displayed on relate to field. And if we want to display modules another name to relate to field for another modules which is not possible from Admin > Rename Modules section that time below solution is helpful :

    Ex: I have renamed module Accounts to Clients from Admin > Rename Modules(Singular/Plural both) section, but I want to show Clients to Client for relate to field of any another(Meetings) module, so to achieve this i have did below steps:

    1. Admin > Dropdown Editor > parent_type_display & rename the item Name ( Item Name: Accounts & Display Name: Client)
    2. Save & Deploy

Reply
  • Hey Chris Raffle,

    Than you for reply. I have did this before, but field name is not  changed. My question is that, My module is renamed successfully from Admin > Rename Modules, but in Notes module "Relate to" field "Knowledge Base" module is missing. so I have applied below solution and its working fine.

    1. Logged in sugarCRM Application to admin user 

    2. Admin > Dropdown Editor > record_type_display_notes & add the item name
    3. Save & Deploy

    From above solution module is displayed on relate to field. And if we want to display modules another name to relate to field for another modules which is not possible from Admin > Rename Modules section that time below solution is helpful :

    Ex: I have renamed module Accounts to Clients from Admin > Rename Modules(Singular/Plural both) section, but I want to show Clients to Client for relate to field of any another(Meetings) module, so to achieve this i have did below steps:

    1. Admin > Dropdown Editor > parent_type_display & rename the item Name ( Item Name: Accounts & Display Name: Client)
    2. Save & Deploy

Children