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Add Accounts field in Leads Section

affiliation leads

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#1 administrator22

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Posted 20 November 2014 - 05:58 AM

I need to add the Account field in the Leads Section which is present in Contacts as well. When i go to the designer module and try to edit the fields , i cannot see the Account field in the fields list at all.

 

Is there a way to create an affiliation of Accounts with the Leads?



#2 administrator22

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Posted 20 November 2014 - 09:38 AM

Hopeless forum with hopeless people with no knowledge at all. Idiots only view the queries and go away.



#3 jamesGO3D

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Posted 20 November 2014 - 07:45 PM

why hello there mr. negative! It seems that within the Designer it may not be possible but if you want to edit some code i could explain the process. There is plenty of knowledge in these forums, just need to ask the right questions and be patient :)



#4 administrator22

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Posted 21 November 2014 - 04:10 AM

Hello ,

 

Thanks for responding . It's kinda frustrating when you see the people viewing your queries and not bothering to answer. Anyway , could you please tell me how to go about adding the Accounts field in the Leads section ?

 

Appreciate your response.



#5 speixoto

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Posted 21 November 2014 - 11:50 AM

You can add the code:

array('cells' =>
                                    array(
                                        array(
                                            'elements' => array(
                                                array('attributeName' => 'account', 'type' => 'Account'),
                                            ),
                                        ),
                                    )
                                ),

To the LeadEditAndDetailsView.php if you want to be able to add an account to the lead.



#6 administrator22

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Posted 01 December 2014 - 08:53 AM

Thanks a lot . It worked . Now the other query is that when someone clicks on a particular Account , i would like to get the respective contacts in the next field .

 

I read it's possible via API's but i couldnt make head or tail of it in terms of how to go about using them .



#7 speixoto

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Posted 01 December 2014 - 10:36 AM

Can you be more precise in your question? Now when clicking in the account link from the LeadEditAndDetailsView you go to the account record right? What is your use case? Do you want to see all the contacts related to this account on the AccountEditAndDetailsView?



#8 administrator22

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Posted 01 December 2014 - 11:44 AM

Sorry about that . Yes exactly ,when a user selects an Account , i would like to get all the contacts mapped with that particular account in AccountEditAndDetailsView .



#9 speixoto

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Posted 01 December 2014 - 02:53 PM

I think its there by default. If not, on the AccountEditAndDetailsView (detail) add the Contacts portlet.







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