User Tools
administrative_tools
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This shows you the differences between two versions of the page.
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administrative_tools [2013/02/21 15:49] admin |
administrative_tools [2013/07/25 15:29] (current) admin [Adding a New Data Field to a Module] |
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| These tools are used by the administrator and are accessible through the **admin** panel in the top right of the SugarCRM interface. | These tools are used by the administrator and are accessible through the **admin** panel in the top right of the SugarCRM interface. | ||
| - | |||
| =====Adding a New Data Field to a Module===== | =====Adding a New Data Field to a Module===== | ||
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| - Now, under the Layouts folder on the left, click **DetailView** and repeat the process. EditView and DetailView refer to the page for editing a record and the page for viewing the details of a record. Fields must be added to them separately, which is why this process must be repeated. | - Now, under the Layouts folder on the left, click **DetailView** and repeat the process. EditView and DetailView refer to the page for editing a record and the page for viewing the details of a record. Fields must be added to them separately, which is why this process must be repeated. | ||
| + | =====Adding a New Lead Status===== | ||
| + | |||
| + | - While logged in as administrator, click the **Admin** link at the top right. | ||
| + | - Scroll down to find the **Dropdown Editor** link and click it. | ||
| + | - In the "Dropdowns" list on the left, scroll down and click on **lead_status_dom**. | ||
| + | - In the center window, enter an "Item Name" which shouldn't have a space in the name. This is the name used by the database. It will not be displayed. | ||
| + | - Enter a "Display Name". This will be the name displayed while managing Leads, so choose a descriptive name. | ||
| + | - Click **Add**. | ||
| + | - Dropdown items can be placed in any order by dragging and dropping. | ||
| + | - When you are done, click **Save**. | ||
| ====Adding Field to List View==== | ====Adding Field to List View==== | ||
| - | - If you would like to add a field to the List View, to the Admin panel and click **Studio**. | + | - If you would like to add a field to the List View, go to the Admin panel and click **Studio**. |
| - Expand the module folder of your choice, expand "Layouts", and click **ListView**. | - Expand the module folder of your choice, expand "Layouts", and click **ListView**. | ||
| - Drag ant drop items from the "Available" column or "hidden" column into the "Default" column and click **Save & Deploy**. | - Drag ant drop items from the "Available" column or "hidden" column into the "Default" column and click **Save & Deploy**. | ||
| - | ====Adding Field to Advanced Search==== | + | ====Adding Field as a Search Parameter==== |
| - | - To make a field searchable, | + | - To make a field searchable, go to the Admin panel and click **Studio**. |
| + | - Expand the module folder of your choice, expand "Layouts", expand "Search", and click either **Basic Search** or **Advanced Search**. | ||
| + | - Drag items from the "Hidden" column into the "Default" column and click **Save & Deploy**. | ||
| =====Application Backup/Repair===== | =====Application Backup/Repair===== | ||
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| - Now that you know the name of the database, you can track it down and make a backup of it. This can be done through your hosting provider's cPanel, phpMyAdmin, or done manually by your system administrator. | - Now that you know the name of the database, you can track it down and make a backup of it. This can be done through your hosting provider's cPanel, phpMyAdmin, or done manually by your system administrator. | ||
| - | ======Useful Links====== | + | =====Useful Links===== |
| * http://support.sugarcrm.com/ | * http://support.sugarcrm.com/ | ||
administrative_tools.1361490585.txt.gz · Last modified: 2013/02/21 15:49 by admin
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