Opportunity

[sergiomoar]

Hello,

I want to use opportunity, but i need can select account or Lead, same at Meeting, call, task.. Now only can select Account, i added relationship oportunity with lead, and tray to add filed Parent but i can´t. who can i do this?
Thanks

[tanya]

Hello

If you need only relationship with lead, you can add it with Entity Manager. If you need to add parent field, you can do it only manually.

[sergiomoar]

Hello Tanya, I just ad a relantionship between lead, but now i want to add parent field, but in Entity Manager i can´t. How can i add manually? Thanks

[tanya]

Hi
open application/Espo/Modules/Crm/Resources/metadata/entityDefs/ use Meeting and Opportunity as example.
set your changes in custom/Espo/Custom/Resources/metadata/entityDefs