How to Create a "Lead Update" Widget Similar to the "Case Update" Widget in SuiteCRM 8.8?

👨‍💻 Development Help
1

Hello Everyone,

I have noticed that the Cases module has a convenient Case Update widget that allows quick updates directly from the recordview. I would like to implement a similar widget for the Leads module, specifically a Lead Update widget with the same functionality and user experience.

Moreover, I want to extend this functionality across multiple modules, so each module will have its own update widget on the dashboard.

Could anyone please guide me on:

Thanks in advance for your help!

2

Hello Bhavin,

I’ve done something similar in the contacts module:

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image3829×2266 311 KB

Check out this article / video:

3

Hello Bastina

Thanks for the reply.
But we need the widget in right side of the view.

4

Hi @bhavin0070

Yes, you can definitely create a “Lead Update” widget like the Case Updates one and place it on the right side of the record view.

Here’s how:

  • Copy the Case Updates logic from Cases/detailviewdefs.php.
  • Create a similar panel in Leads/detailviewdefs.php.
  • Use the Notes module or a custom module to store updates.
  • Style and position it on the sidebar like in Cases.
  • Once done, replicate the setup for other modules.