Concatenate Account Name & Company Division in Popup

SuiteCRM Forum - English Language
1

When entering a Project or Opportunity and typing the Account name in the Account Field it offer suggestions that match what you have started to type. We have many Accounts with the same name but a different Division.

Is there any way that these “suggestions” can have company name and division concatenated?

2

You can use a workflow or logichook to update that field at the time of saving.

Check how workflow works here:

Workflow documentation: https://docs.suitecrm.com/user/advanced-modules/workflow/

LogicHook documentation here: https://docs.suitecrm.com/developer/logic-hooks/

Thanks,

AlxGr

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3

Hi AlxGr

I don’t want a permanent change to the Name field just to the “temporary” field shown in the Select field so that it is easy for someone entering an Opportunity to determine that he is selecting the correct account.

4

That requires some programing. You need to modify the SQS (…QuickSearch).

Check here for some ideas:

https://community.sugarcrm.com/thread/28339

Thanks,

AlxGr

1 Like