How & Where can I customize Documents?

[haritsya]

I am able to customize all the fields and create new once according to my need however I am unable to see any options for Document modules, please help.

[haritsya]

Adding to the above

1. When I convert a Lead to Opportunity the probability factor works well with the default setting, the minute I customize the options in Stage it just doesn't work, how to automate this again?
2. I am unable to see any options to turn the Opportunity into Contact, how to convert these.

Help is appreciated

[yuri]

application/Espo/Modules/Crm/Resources/metadata/scopes/Document.json
"layouts": true


Probability
client/modules/crm/src/views/opportunity/fields/stage.js

Opp > Contact
No ability. Only Lead can be converted.

Regards

[haritsya]

Thank you Yuri, could you also point me towards enabling options to move from lead to lead when in detailed view.

[haritsya]

When a Lead gets converted to Opportunity basic fields like email & phone are not being copied. this a error in my system?

[yuri]

There is no email and phone fields in opportunity. There are in Contact or Account.

[haritsya]

Thanks for the response Yuri, I tweaked the conversion layout and used in the fields from leads sheet, I am able to grab all the required details while converting perfectly. the only down side is the Labels in the opportunity detail sheet after conversion seems to be in small letter. that's acceptable though.

Once again great work, love the product

[yuri]

If field is custom you can change label in Field Manager.

Maybe clear cache needed?

[haritsya]

Cache is cleared and Espo rebuild option is also used. name & email are not custom fields they are the same as auto copied from leads (I have no clue how) but it did work, these field are not visible in filed manager but does reflect in layout manager.

[haritsya]

Okay here is another trouble I just ran into,

Global search nor the Lead search field can search records with phone numbers or any other field ... Help!!!!

[yuri]

See application/Espo/Resources/metadata/entityDefs/Email.json

There is "textFilterFields": ["name", "body", "bodyPlain"]

You should add the similar for Lead

application/Espo/Modules/Crm/Resources/metadata/entityDefs/Lead.json

"textFilterFields": ["name", "phoneNumber"]



If you need customization you can order us.

[haritsya]

Thank you Yuri, I will connect with you over PM regarding customization

[infilead]

Thank you Yurikuzn, Very helpful post.