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Thread: Create/Copy Leads Module with different and same functions

  1. #1
    fabivomsee is offline Sugar Community Member
    Join Date
    May 2007
    Posts
    78

    Question Create/Copy Leads Module with different and same functions

    Hello Pros,
    sorry, but I don't find any solution.

    I want a mudule just like "Leads" - Yes I can do that in the Mudule Builder and edit the lists and labels.. So far so good..Lets name the new Module like: Heroes
    I need the following functions :

    - Switch the Heroes into Contact & Company
    -- also switching back contacts or Company into Heroes

    - Combine the heroes with Projects
    --the project can be chosen by a related field, and with that a special field,from "Projects" (which has already data) is filled up: in this Case the Project Number.

    - Under the Heroes area there has to be a "activites-overview-field". All activities, like notes, calls, meetings with the opened Heroe, are to be displayed.


    Thank you for your Solutions. If this is not to be done with a forum threat, I am looking forward to your proposals.
    Best Regards

  2. #2
    fabivomsee is offline Sugar Community Member
    Join Date
    May 2007
    Posts
    78

    Question Re: Create/Copy Leads Module with different and same functions

    Is this threat too complicated or too stupid-easy...? Thank you...

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