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I have been bashing my head against this for days. I'm not a developer at all and there is some fundamental knowledge and/or skills I am missing here. What I want to do is, I believe, simple. I want take the "account_name" field (I use it for the Company Name) from the "Leads" module and display it in the "Tasks" and "Calls" modules, specifically in list view. At present, the "tasks" and "calls" modules only show the lead contact name—that is, the individual's name and not the company name. I don't always remember which lead contact is associated with which company and I frequently have to click to the "leads" module to see who is associated with which company. This is pointless clicking. Here's an illustration: In the "Leads" module you have data such as: name, status, account name, phone, etc:  Here's what I'd like to happen. I inserted a dummy field to illustrate.  The calls/tasks module simply fulls data from the Leads/account_name field like this:  The data exists in this field:  Seriously, I don't understand the sugarlogic or whatever it is they call it. It seems this should be simple. I've tried "relate" fields but it only allows me to include the name of the lead and not the account name from the lead. Any help would be appreciated.
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Jun 3, 2014 21:15
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| # ? May 10, 2024 06:29 |
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