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Found 4 results

  1. Hey Guys, So i've imported a large number of contacts to my system however, now i need to create relationships to a new module that i created called "Company" & Accounts. As their are a large number of contacts, companies and accounts is their a quick way of linking all the modules together through the front end or is their a way of relating the modules through the back end. Thanks
  2. Hi there, just started evaluating x2crm and am very much impressed with the ease of customizing modules and fields. I am however struggling with 2 major problems, and was hoping someone could give me some direction: 1. I have created a module to manage data assets, but need to add either a dropdown or lookup field - values from another module. This field needs to be filtered on an entity type in the source value list. for instance: the module data assets has a lookup field called entity type, which is populated with values from another module's field entitytype, filtered on value "Digital
  3. Hi, When i create a lookup field as not required, its allowing me to enter random text regardless of records exists or not.. though when i create same field as required its certainly checks whether the enter text is an existing record or not. should it not be restricted for an existing record when the lookup field is not required too?? Regards,
  4. Morning, Is it possible to add a quick create (green plus) to an admin Lookup field? Aim is to be able to add new info to the corresponding Lookup module. Thanks
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