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.
Relationship panels
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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 someLeave a comment:
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example
EspoCRM – Open Source CRM Application. Contribute to espocrm/espocrm development by creating an account on GitHub.
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"
}
}
Administartion > Clear CacheLeave a comment:
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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
OlofTags: None
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