Hi,
is it possible to customize the mini page opportunity to show only the account in the customer combobox ?
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2 comments
16:40 Jan 05, 2021
Hello Stephano,
Thank you for your question.
Please refer to this link for detailed instructions on how to perform such changes to the mini-page dropdown list:
https://community.creatio.com/questions/remove-customer-need-opportunity
Make sure to change the "LeadType" columnName to: "Contact" and the "LeadType" entitycolumnName to: "QualifiedContact"
Hope this helps!
Danyil
19:19 Jan 06, 2021
Hi Danyil
I obtained what I wanted.
I added to the OpportunityMiniPage client schema the following code and all works well.
attributes: {
"Client": {
"multiLookupColumns": ["Account"]
}
}
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