Navin Rakhonde, Author at TechCRM

25Aug 2019 by Navin Rakhonde No Comments Navin Rakhonde 233 VIEWS

Add custom subpanel

We have consider Accounts module. There comes the time when sales rep finds it irritating to view opportunities Closed Won and Closed Lost under same subpanel. Lets make custom subpanels separating Closed Won and Closed Lost. In this blog post, we will add those subpanels under Accounts module. Step 1…

Duplicate Phone Number

SugarCRM, SuiteCRM Navin Rakhonde

Today I came across an interesting post on SugarCRM Forum which says give an indication next to phone number if it is found to be repeated over various Contacts. Steps are as below, Step 1: Create a process_record logic hook in custom/modules/Contacts/logic_hooks.phpAdd following code in it. If the file already…

Mass convert Targets to Leads

SugarCRM, SuiteCRM Navin Rakhonde

Another interesting question on SugarCRM Forum attracted me to implement the request and here I go and write the solution for it. Steps are as below, Step 1: Create a flag field which allows you to mass convert Targets. Create a file under custom/Extension/modules/Prospects/Ext/Vardefs/<any_name>.php and write following code in it.…

Where are the queries?

SugarCRM, SuiteCRM Navin Rakhonde

Hey developers, some non-developers, have you ever thought of where the heck the queries are of List View and Sub panels? Let me give you the file names and function names. List View: Go to include/ListView/ListViewData.php Search for function getListViewData Scroll down until you see $main_query = $ret_array['select'] . $params['custom_select'] .…

Extending/Customize List View

SugarCRM, SuiteCRM Navin Rakhonde

Today We came across a forum question which asked to hide "Closed Lost" opportunities from list view. Simple steps and you are through! Step 1: Create or edit custom/modules/Opportunities/views/view.list.php and add following code, <?php require_once('include/MVC/View/views/view.list.php'); class OpportunitiesViewList extends ViewList { function listViewProcess() { global $current_user; $this->processSearchForm(); if(!$current_user->is_admin) // remove this…

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Author: Navin Rakhonde

Add custom subpanel

Duplicate Phone Number

Mass convert Targets to Leads

Where are the queries?

Extending/Customize List View