We are not able to search leads by Account Name. We create filter but default result. How we can fix it?
Please make sure test account is exist in your database. Account name is default feature you are adding in search and this is not custom search. Can you check this record is visible in list view before search.
Do you have any lead records in your SugarCRM instance that have "test" in the Account Name field? This account name field does relate to accounts in the Accounts module by default. When a lead is converted, then the lead is related to the Account at that time (this relationship is linked in the "extra info" section of the Lead record and not via the Account Name field.
Hope this helps,
Yes i have data and its not converted.
I was checking the request in firebug and found that account_name is not passing in URL
. But, other filter option is passing in request URL.
So, what is the issue?
Can you do quick repair and rebuild. Clear your browser cache and use google chrome incognito mode and then check?
If that will not work and you didn't get any error into your console as well as into your php error log then do quick repair for js files and then try to do the same.
thanks for reply.. i have done repair and rebuild no success. also cleared JS but not added in url request.
not adding account_name in URL.
Go to studio->modules->Leads->Fields . Open Account Name field and check the boost type.Also check your Elastic Search is also working ( I know that is not causing the issue for this ) but never can say anything without having access to the sugarcrm source code.
Have you seen some customization for Account Name field or filter for Leads module?
I would like you to file a case into SugarCRM portal and they can check the part for you initially.
Thanks.. But it didn't work for me.
I solved the issue in custom directory for filter file default.php
Old value was
'vname' => 'LBL_ACCOUNT_NAME',
I changed this to
0 => 'account_name',
Repair and rebuild..then it works.
This worked for me. The change was made on the filter definition under: custom/modules/Leads/clients/base/filters/default/default.php
I am 100% agree with Lori Arce that this filter works with "Text" field that is default into "Leads" module not the relationship field that we will have once we convert that Lead.
If you want to be sure that it is working then put the value "test" into text field named "Account Name" into Lead module.
If you have any issues then let us know anytime.
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