Announcement

Collapse
No announcement yet.

move lead name to top on call and meeting

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

  • move lead name to top on call and meeting

    Hi

    is it possible to move the lead name and the parent type when adding a call/meeting from the leads page? Currently it shows in the bottom

    my espo version is 5.9.3

    thank you

  • #2
    Hi,
    Short tutorial for the Call entity:
    Adding Contacts to the Detail view
    1. Add to the "fields" : {} scope in the /custom/Espo/Custom/Resources/metadata/entityDefs/Call.json file the next code:
    Code:
    "contacts": {
        "layoutDetailDisabled": false
    },
    2. Administration -> Clear Cache.
    3. Refresh a web page
    4. Administration -> Layout Manger -> Calls -> Detail -> add the Contacts field to the layout.

    In order to remove the Contacts field from the Attendees side panell you need to create a new custom view for this field and define a new path for the side panel right to this new view in the /custom/Espo/Custom/Resources/metadata/clientDefs/Call.json file.
    Original Attendees field view: /client/modules/crm/src/views/meeting/record/panels/attendees.js
    Original side panel definition: /application/Espo/Modules/Crm/Resources/metadata/clientDefs/Call.json

    Comment

    Working...
    X