Add Create Case option to dropdown on front screen

đź’¬ General Discussion
2

Hi,
You won’t be able to do this through the UI tools built in with SuiteCRM, but you can do this through the code fairly easily.

Copy the file at: /Themes/SuiteR/tpls/_headerModuleList.tpl

and paste it in: /custom/themes/SuiteR/tpls/

It is likely that this directory won’t exist at the moment, but feel free to create the folders required.

So there should be a file in custom/themes/SuiteR/tpls/_headerModuleList.tpl

In this newly pasted file, go to line ~309, there should be a few similar lines to:

Add the line:

  • Create Case

    • above the tag.

    It should look like:

    Then, run a quick repair & rebuild in the Admin > Repair Menu. Clear your browser’s cache, and there should be the option to create a case from the dropdown.

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