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TOPIC: How to add mobile number of lead and/or contact to calls list view?

How to add mobile number of lead and/or contact to calls list view? 1 week 6 days ago #90251

  • Timo12357
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In the calls list view I would like to see name of contact or lead, phone number of contact or lead, and subject of call. How can I add the lead and/or contact phone number to the available column choices?

Timo
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How to add mobile number of lead and/or contact to calls list view? 1 week 6 days ago #90264

  • pgr
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Have you tried in Studio / Calls / Views / List view?

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How to add mobile number of lead and/or contact to calls list view? 1 week 6 days ago #90269

  • ashish@outrightcrm.com
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Hi,

It's not possible to add the contact/lead phone number in Calls module list view field options in Studio.

Please create a custom list view for calls and then add the contact/ lead phone number field from code.

Thank You!
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How to add mobile number of lead and/or contact to calls list view? 1 week 6 days ago #90277

  • Timo12357
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Rather peculiar that the module that has the name "Calls" does not allow for adding phone numbers to its view, don't you think? :dry:
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How to add mobile number of lead and/or contact to calls list view? 1 week 4 days ago #90392

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It can be added. If it's a field from the Calls module, you just add it in Studio. If it's a field from a related module (like getting the related Lead's phone number) sometimes Studio let's you do it, other times you can get the related field by manually editing the Listviewdefs.php

See this example for a subpanel, for the Listview you can do something similar:

urdhva-tech.blogspot.com/2013/02/showing...es-related-data.html

Finally, a workaround that some people like to use, is to have a custom field in the Calls record, and have a workflow fill it by copying the data from the related module when it changes. Then you can use this custom field directly in a view.

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How to add mobile number of lead and/or contact to calls list view? 1 week 3 days ago #90449

  • Timo12357
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Manually editing a .php file is not something I want to do. I have broken working installations too many times that way. No easier way exists?
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How to add mobile number of lead and/or contact to calls list view? 1 week 3 days ago #90451

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I suggested 3 possible approaches! :)

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How to add mobile number of lead and/or contact to calls list view? 1 week 2 days ago #90465

  • cherub-chum
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For a Non-Dev persons, the Workflow method is best as they don't have to alter any code.
Everything seems impossible, until its done.

Skype : cherubchum
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