Announcement

Collapse
No announcement yet.

Header modification

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Header modification

    Hello,
    My company is currently trialing EspoCRM in house and have been drawn to it because we can change things as this is an open source suite. We are motivated to purchase the extended features once we have a few other things taken care of.

    Our first modification that we would like to do is add a button to the header div while viewing an opportunity. Which .php file would you recommend modifying or adding in order to do this. The purpose of the button will be to export certain information about the opportunity into our production system, which also runs on a SQL database and PHP.

    Thanks in advance for your support, and if you have any questions regarding the specifics of my inquiry please don;t hesitate to ask.
    Dean Taylor
    Systems Administrator
    SchoolPride Ltd.

  • #2
    Hi
    No modification in .php files
    You have to override the path to Opportunity detailView in clientDefs



    As example check, how lead works with Convert button

    application/Espo/Modules/Crm/Resources/metadata/clientDefs/Lead.json
    /client/modules/crm/src/views/lead/detail.js

    Comment

    Working...
    X