Add the ability to add an initial filter to a popup search

Idea created by Muhammad Shaji Uddin on Oct 29, 2015
    Active
    Score10
    • Manuel Snoek
    • sugarcrmwork

    Hi,

    I am using SugarCRM Professional, Version 7.1.5 (Build 1173).

    Module: Opportunities


    I have implemented one to many relationship between Accounts and Opportunities (1 Account have many opportunities). This relationship I created 2 times because requirement is to break Accounts in 2 types (Reseller and Organization)

    So, on the form of create a new opportunity... I have 2 fields for the selection of Account (1 Opportunity must have 1 Reseller and 1 Organization)

    Requirement: When a user click on Organization (Search for more) then only those Accounts should display on popup window those type is "Organization" and when a user click on Reseller (Search for more) then only those Accounts should display on popup window those type is "Reseller"

    Screenshot is attached for reference



    Please help and consider only SugarCRM Professional, Version 7.1.5 (Build 1173)


    Regards