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SuiteCRM How do I make a custom field named "referred by" that resembles the "assigned to" field?


New to SuiteCRM: Version 7.6.6 Sugar Version 6.5.23 (Build 1061)

In my Contacts and Accounts modules there is a field called "assigned to", which isn't exactly a dropdown list, but looks like a text field with a blue arrow icon to the right of the field, and a blue X icon to the right of the arrow icon.

When you click the blue arrow, it opens a window that allows you to select from the employee names. I need to use that functionality for a custom "referred by" field.

The "assigned to" field is nowhere to be found in Contacts->Fields, so I have no idea how to edit, clone, or even see where the values are coming from (They are usernames or employee names).

I know how to make a custom field, and I know how to add it to the module layout. But I don't see any data groups that resemble "employee names" or "user names", and that's what I need for the values set for my custom "referred by" field.


Solution

  • Sounds to me like you just need to add a related field and set the module to users. You could just rename the label for the "assigned to" to "referred by". This can be done in studio with no code.