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TOPIC: Customize flex relate field

Customize flex relate field 2 months 2 weeks ago #56657

  • pichto
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Hello!

Due tu business logic, the leads lastname filed is not mandatory anymore but the account name is. So, i could make some changes to display the leads' account name as a link in all listviews but when it comes to some flex relate fields (like the one in tasks editview to link that task to a contact, an account, a lead or anything else), the field still display the first and lastnames from the leads. As most of them are empty, it's quite anoying.

How to change the behavior of the flex relate field to make it display also the account name when searching for leads ?

Thanks!

Pierre
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Customize flex relate field 2 months 1 week ago #56806

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Any idea ?
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Customize flex relate field 1 week 2 days ago #59728

  • John - EZS
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If I'm understanding your question correctly you should be able to accomplish what you need by going to Admin>Studio>Leads>Layouts>Popup>Popup List

Here you can add the account field to be shown in the list, and you can remove last name from list view if you like.
Last Edit: 1 week 2 days ago by John - EZS.
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