Applying Initial Filter While Linking Existing Records in Subpanel

This post is a continuation of my previous document (Applying Initial Filter For Relate Fields In SugarCRM 7.x).In this document I will be explaining how to add Initial filters for Link Existing Records buttons in sub-panels  in SugarCRM 7.x. Applying Initial Filter to Link existing records button in Subpanel Let’s start with a standard relationship subpanel … More Applying Initial Filter While Linking Existing Records in Subpanel

Applying Initial Filter For Relate Fields and Relationship fields In Sugar 7.x

In this article I will be explaining how to add Initial filters for Relate fields in Sugar 7.x. Initial Filters are used to set a filter automatically whenever you open a Look-up Search to select a record in Sugar.This will make the job of selecting the record(s) more easier to the user as the system will … More Applying Initial Filter For Relate Fields and Relationship fields In Sugar 7.x