AnsweredAssumed Answered

Why is there a different list view layout for some core modules (Projects, Quotes)?

Question asked by evan@legalvision.com.au on Jun 15, 2015
Latest reply on Jun 16, 2015 by evan@legalvision.com.au
Two of the core modules that we use extensively (Projects & Quotes) have a different list view layout to other modules (e.g. Leads, Accounts, Contacts, etc). They are missing filters, the ability to click & drag columns, and most importantly the "preview/dashboard" feature on the right hand side. We're using Sugar Pro 7.5.2.1.

Additionally, it means we can't use list view dashlets properly for these 2 modules. For example, we would like to create a dashlet that shows Projects that have a certain "Status" set. This is not possible because there is no Status field option in the filter when we create the Projects list view dashlet.

So my 2 questions are:
1. Is there any way to alter/upgrade these modules so they have the same functionality as the other core modules?
2. If not, is there a simple way we can at least create filters using custom fields in the list view dashlet, without having to code our own from scratch?

Cheers
Evan

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