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.
Announcement
Collapse
No announcement yet.
How & Where can I customize Documents?
Collapse
X
-
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
-
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
If you find EspoCRM good, we would greatly appreciate it if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.
- Likes 1
Comment
-
There is no email and phone fields in opportunity. There are in Contact or Account.If you find EspoCRM good, we would greatly appreciate it if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.
Comment
-
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
-
-
If field is custom you can change label in Field Manager.
Maybe clear cache needed?If you find EspoCRM good, we would greatly appreciate it if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.
Comment
-
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.Last edited by yuri; 10-15-2014, 02:21 PM.If you find EspoCRM good, we would greatly appreciate it if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.
- Likes 1
Comment
Comment