Change "main field" in Leads

[bdcitsolutions]

Hello everybody,

we wanna change the main field of leads from "name" to "account name", so that the "account name" is shown in the detail view head (Leads >> 'Account Name') and in the "link parent" field after selecting the lead from elsewhere. How can we do that? At the moment, the link parent field also shows "name" per default.

Best regards,

Daniel

[bdcitsolutions]

Hello,

does anybody has an idea on how to change that? Thanks in advance, Daniel

[tanya]

Hi,
do you need person name in Lead at all?

[bdcitsolutions]

Hi,
do you need person name in Lead at all?

Yes, within each record definitely, but not in the header and in the link parent field.

We wanna change this header


and the link parent entries


from "Name" to "Account Name"

[tanya]

You could try to override the method _getName() from /application/Espo/Modules/Crm/Entities/Lead.php

[bdcitsolutions]

Thanks a lot, this worked for us

[tanya]

better to inherit this class in custom/Espo/Custom/Entities/Lead.php and override this method (to make this modification upgrade safe)