by Implicit Inc.

Implicit FrontEnd provides deep integration with Microsoft Outlook. In addition to full two-way synchronization of Outlook data such as contacts and calendars, it allows you to sync CRM data including accounts, opportunities, quotes etc. so that you can do all your CRM work without leaving Outlook. In addition, FrontEnd allows you to leverage the rich Outlook functionality to provide tools such as manual and automatic email archiving, collaboration and approval, opportunity tracking and more.

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#1636 - Columns in database search when archiving emails

Closed Bug? created by americantours Verified Purchase 5 years ago

Hi,

One of our SuiteCRM Implicit FrontEnd users need to view extra columns when searching for an account from CRM database while archiving emails.

I want to know how to add columns which are not already in the search section of the CRM database.

I already have gone through creating custom fields of Account module, but it is not showing up as a column when searching for an account in CRM database search. Custom fields only add those fields to "More Information" section of Account module.

If you need screenshots, please let me know and I will email what I mean by that.

Thanks,

  1. Implicit member avatar

    Implicit Inc. Provider

    5 years ago

    Hi,

    You can customize the columns in the list view when you define custom modules. But for standard modules like accounts, the columns are set. They cannot be customized.

  2. americantours member avatar

    americantours Verified Purchase

    5 years ago

    Thank you for your response. You can close the ticket.

    Regards, ATI Tech Support

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