Changing Flex Relate field to show account name for leads

SuiteCRM Forum - English Language Developer Collaboration
1

Hello,

We’re trying to change it so leads show account name as the clickable field - if I change /include/Popups/PopupSmarty.php, I can change the returned field in associated_row_data, but, after saving it, it reverts to concatenating first_name and last_name.

2

Sorry, I don’t understand.

Which version of SuiteCRM is this?

And exactly on which view are you trying to change something? What?

3

I’m sorry for the bad explanation, when you go to log a call, in the Related to field, if you pick a lead, it return’s that lead’s first name and last name as the field to click on. We want it to show the Account Name instead.

4

So why don’t you relate it an Account instead of relating it to a Lead? Is it because you want it related to “the account related to the lead that you pick”?

You might do this with a Workflow or a logic hook. Whenever a call gets saved with a lead relationship, this relationship is substituted for the parent account.