How & Where can I customize Documents?

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  • haritsya
    Junior Member
    • Oct 2014
    • 7

    How & Where can I customize Documents?

    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
    Junior Member
    • Oct 2014
    • 7

    #2
    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

    Comment

    • yuri
      Member
      • Mar 2014
      • 8453

      #3
      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 if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

      Comment

      • haritsya
        Junior Member
        • Oct 2014
        • 7

        #4
        Thank you Yuri, could you also point me towards enabling options to move from lead to lead when in detailed view.

        Comment

        • haritsya
          Junior Member
          • Oct 2014
          • 7

          #5
          When a Lead gets converted to Opportunity basic fields like email & phone are not being copied. this a error in my system?

          Comment

          • yuri
            Member
            • Mar 2014
            • 8453

            #6
            There is no email and phone fields in opportunity. There are in Contact or Account.
            If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

            Comment


            • haritsya
              haritsya commented
              Editing a 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
          • yuri
            Member
            • Mar 2014
            • 8453

            #7
            If field is custom you can change label in Field Manager.

            Maybe clear cache needed?
            If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

            Comment


            • haritsya
              haritsya commented
              Editing a comment
              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
            Junior Member
            • Oct 2014
            • 7

            #8
            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!!!!

            Comment

            • yuri
              Member
              • Mar 2014
              • 8453

              #9
              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 if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

              Comment


              • haritsya
                haritsya commented
                Editing a comment
                Thank you Yuri, I will connect with you over PM regarding customization
            • infilead
              Junior Member
              • Oct 2014
              • 1

              #10
              Thank you Yurikuzn, Very helpful post.

              Comment

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