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TOPIC: Changing Flex Relate field to show account name for leads

Changing Flex Relate field to show account name for leads 2 weeks 1 day ago #72563

  • jcallinan
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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.
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Changing Flex Relate field to show account name for leads 2 weeks 13 hours ago #72612

  • pgr
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Sorry, I don't understand.

Which version of SuiteCRM is this?

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

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Last Edit: 2 weeks 13 hours ago by pgr.
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Changing Flex Relate field to show account name for leads 1 week 2 days ago #72851

  • jcallinan
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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.
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Changing Flex Relate field to show account name for leads 5 days 22 hours ago #72917

  • pgr
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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.

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