Some beginner questions

SuiteCRM Forum - English Language SuiteCRM General Discussion
1

I have recently installed SuiteCRM - created a Theme to do some minor css edits (like hide the “New button” just left of the search field etc. Other than that mostly color changes.

However, there is something I might have edited in admin, or it might be on by default, I am not sure.

  1. From accounts I wan’t to easily create an activity for instance, in the dropdown however, I can only choose call, meeting or e-mail (not tasks or notes.
  2. Some subpanels, when I click on “new” - I only get to search for existing items when creating a new one, I cannot create a new one directly. For instance documents. All options I get are “Search”, “Remove” og “Choose” (translated these, as I have installed a language pack now, but this where the case also when I had it installed in English)
  3. How to disable subpanels alltogether… I for instance have no need for campaigns, membership and a few more.
2

“Created a theme” - how did you do this? See https://docs.suitecrm.com/blog/customizing-subthemes/ for a background.

  1. Is this the Accounts list view or detail view? Where is this dropdown? Maybe a screenshot would help.

  2. I don’t understand where this is. Please say first which module and view you are in, and then which subpanel.

  3. See Admin / Display Modules and Subpanels

P.S. - if you can’t add screenshots here in the Forums, use https://pasteboard.co

3

Ok thanks for answering, I will try to add screenshots.

1. This is in norwegian though, møte=meeting, oppringning= call, e-post=e-mail. No task or no note.

2. This is in account view, and in this case documents subpanel
Step one (I can only choose “select”)

Step two(I can only search for existing documents, can’t add from this screen)

I can add documents from documents in the main menu, but this would very cumbersome. I would like to just go to the account in question and add what I need there. Now I have to add a document, then go to the account and search for a document and attach it.

4

Ok, nevermind the first two questions, I noticed that when you just click on the button, it is a task, but if you want call/e-mail/meeting you have to use the dropdown. Not very intuitive though… This also applies to for instance documents, again, not very intuitive in my opinion.

Also found the contacts again, had disabled it from subpanels, thanks :slight_smile:

5

You are right, the way those buttons are made isn’t very intuitive.

One of the first things I do as soon as I install SuiteCRM is to go in Admin / System Settings and turn off “Display actions within menus”. Try it, I think you will like it, saves a ton of clicks and adds clarity to the software.

One way to check if things are only a problem in your system, or for everybody, is to try them on the live demo before posting in forums:
https://demo.suitecrm.com

Finally: are you sure you want to use Documents? I would only advise that if you really need to keep several “revisions” of each. Otherwise, it’s much better to use “Notes and Attachments”. See https://pgorod.github.io/Concepts-Docs-Attach-Notes/