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  • Relationship panels

    Is there an option to filter "relationship panels that I'm missing - or is this planned - or how do other users deal with this?


    For one of our strategic customers over a few years we will have hundreds of opportunities created, some won, some lost.
    For Opportunities I would imagine a default filter to only show open opportunities?

    Likewise for contacts, for a strategic customer we should have a few hundred contacts there - here I would imaging a panel search being useful. I know you can click the arrow drop-down then select then create a search but it seems like way to many clicks.

    Thoughts?

    Kind regards

    Olof

  • #2
    example

    EspoCRM – Open Source CRM Application. Contribute to espocrm/espocrm development by creating an account on GitHub.


    try this
    custom/Espo/Custom/Resources/metadata/clientDefs/Contact.json
    {
    "relationshipPanels": {
    "opportunities": {
    "selectPrimaryFilterName": "open"
    }
    }

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    • #3
      Many thanks Tanya,

      Sorry you will need to spoon feed me as I'm still getting orientated...

      I had a read of https://www.espocrm.com/documentatio.../custom-views/ but I'm still unclear.

      I should create a file in /Custom/Resources/metadata/clientDefs/ called Contact.json

      What should be in that file? Just:

      {
      "relationshipPanels": {
      "opportunities": {
      "selectPrimaryFilterName": "open"
      }
      }

      ?

      Generally would you consider adding some

      Comment


      • #4
        here you don't need view customization guide
        if you need to change Opportunities relationship panel for contacts - yes, you should create a file in /Custom/Resources/metadata/clientDefs/ called Contact.json
        If there is no this file before, the whole content of this file I wrote.

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