Good evening,
I think we all noted that when we create a new record in CRM we have a big empty space on the right, like this:
Is it possible to customize it?
I'd like to show a page (text, html or an embedding) with the guide of the current Module. It'd be great.
Any ideas?
Thanks
Hello Manuel Paoletti ,
You can definitely customise this to add any views you find useful for the Create Layout.
A great starting point is looking at how it’s done in the Opportunities module, where the Product Catalog is displayed in the Create view. You can then replicate that setup in the Leads module as a starting point.
Steps to follow:
1. Copy these two files from the Opportunities module:
• modules/Opportunities/clients/base/layouts/create/create.php
• modules/Opportunities/clients/base/layouts/create-preview/create-preview.php
2. Paste them into the Leads module in the similar paths under the custom folder.
• custom/modules/Leads/clients/base/layouts/create/create.php
• custom/modules/Leads/clients/base/layouts/create-preview/create-preview.php
3. Open the files and Update the viewdefs to reference Leads instead of Opportunities. For example:
4. Run a Quick Repair and Rebuild in SugarCRM.
After this, the Product Catalog will appear in the Leads Create layout, just like in Opportunities.
Once that’s working, you can further tweak the layout in:
custom/modules/Leads/clients/base/layouts/create-preview/create-preview.php
This allows you to display other views instead of the Product Catalog, depending on your needs.
Let me know if this is a good starting point for your customisation.
Cheers,
André
