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Im using Sugar 7.6, would like to search fields from associated modules. Like Opportunities have Quotes and Quotes has Products. I would like to search Product name from Opportunities. How this can be done.
Hello Subhankar Das,
If you log into any module, you should see their related records either in the relate field or their subpanel. When trying to relate a record from a related module, the subpanel and relate fields have search options. For example, if you wanted to relate an opportunity to an account, you can go to the opportunities subpanel and search for all records and then relate it. Is this an idea of what you are looking for?
Thanks for your reply. Let me explain you my requirement, in Opportunities Listview, I can add filters(fields from Opportunity) to search from Opportunity modules, there I NEED to add, say "Product Name", so that I can search by Product names and find out which Opportunities are related with that Products.
Hope I'm able to explain it correctly.
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