How i can change the "name" in Opportunities?

I added a new field (Product) an linked it, but when i add a task or other activity to this opportunity i can´t "relate to" because the new field is listed and linked, but i can´t choose ?

I can choose the name and than it work´s, but i want to hide name an just use the Product with dropdown instead.

How i can manage this?

Thanks for your help.

I´m using sugar CE 6.5

  • Your product field is linked to what exactly ?

  • In listview and subpanel view and searches.

  • Ok and it's a related field to which module ? Opportunity ?

    A relate field cannot be a dropdown, it needs to relate to an entry in another module.

    From what I understand, you just want to change the opportunity name field in a dropdown list with fixed values ?

  • The product field ist Dropdown field, that why i added ist.

    And yes, thats what i wanted to do.

    Because oure Opportunities are most of the time the products.

    Does it make sense?

    And another thing for Opportunities. I want to see the Task, wich are related to this opportinies, also in the Task list from accounts. can i make a dependency in 6.5.22? I heard something about sugarLogic, but this in 7, right?

    thank u very much!

  • Ok you can't change the type of field of "opportunity name" in the Studio. Coding is required in 6.5 CE.

    You can :

    1) Change the type with code modification like in this article : Angel's Blog: SugarCRM Customization: Drop Down Fields

    2) Create your custom dropdown field "Products" and create a logic hook so that each time you save your opportunity, the value of the dropdown "products" is copied in the textfield "opportunity name". You can choose to hide the "opportunity name"  field from the edit and detail layout.

    For the tasks, by default it's linked only to one module at a time.

    I guess that with a relate field and coding a logic hook to add a new relation (set relationship), you can add an additional relation.

    Jonathan

  • Thank u Jonathan, thats exactly what i searched for. so easy

    Daniela

  • I'm happy I could help. If it's ok, you can choose the best answer to you original question and mark the discussion as "Answered".

    Thanks,

    Jonathan