hey!
Is it possible to get target lists as a subpanel on contacts and lead?
I want to get a better overview of which targets list a contact / lead is on.
hey!
Is it possible to get target lists as a subpanel on contacts and lead?
I want to get a better overview of which targets list a contact / lead is on.
The link/relationship already exists between Contacts/Leads and Target Lists - so all we have to is to enable the Subpanel in the code. Create a file custom/Extension/modules/Contacts/Ext/clients/base/layouts/subpanels/subpanel_for_target_lists_contacts.php with contents:
<?php
// Adds a Target-List subpanel to Contacts module
$viewdefs['Contacts']['base']['layout']['subpanels']['components'][] = array(
'layout' => 'subpanel',
'label' => 'LBL_PROSPECT_LIST',
'context' => array(
'link' => 'prospect_lists',
),
);
Same goes for Leads module.
If you need package version of this, you can create a simple package as described here: https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_10.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_That_Copies_Files/
If you need help with any of these steps, please let me know.
The link/relationship already exists between Contacts/Leads and Target Lists - so all we have to is to enable the Subpanel in the code. Create a file custom/Extension/modules/Contacts/Ext/clients/base/layouts/subpanels/subpanel_for_target_lists_contacts.php with contents:
<?php
// Adds a Target-List subpanel to Contacts module
$viewdefs['Contacts']['base']['layout']['subpanels']['components'][] = array(
'layout' => 'subpanel',
'label' => 'LBL_PROSPECT_LIST',
'context' => array(
'link' => 'prospect_lists',
),
);
Same goes for Leads module.
If you need package version of this, you can create a simple package as described here: https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_10.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_That_Copies_Files/
If you need help with any of these steps, please let me know.