Change "Recently Viewed" Field from Name to ....

đź’¬ General Discussion
1

The majority of our leads don’t have names … we go by Account name (business name). Since we have no names, the recently viewed list shows blank entries … it shows actual recently viewed leads but there is no text because of no name.

I’ve read a solution to changing the name field to something else is to create a workflow to auto fill the name. I don’t want to do this as when we connect with a lead, we will fill that name field in.

I would like the recently viewed list to show by account name … or one of my custom fields.

Is this possible?

2

Are you a PHP developer? Because this is possible (like anything else in SuiteCRM) if you are willing to dig into the code :slight_smile:

About the Workflow, it sounds like a nice solution to me. Just copy the Account name into the Name, if Name is empty.

You can give it some special syntax to help users differentiate. So, if the Account name is “Sample”, your Workflow can set the Lead Name to something like “[Sample]” or “–>Sample”