medotron 12 Posted June 14, 2017 Report Share Posted June 14, 2017 By default, the quote module create quote by name like #1004 #1005, that always confuse me. Need improvement can revise the name when I am creating it. Quote Link to post Share on other sites
X2Raymond 164 Posted June 14, 2017 Report Share Posted June 14, 2017 Have you customized your Quotes form layout? That format is just used as the default, mirroring the record ID. You should be able to provide your own name on create/update of a Quote. If you've removed the name field, you can add it to your form again with the Form Editor under the X2Studio tools in admin. 1 Quote Link to post Share on other sites
medotron 12 Posted June 15, 2017 Author Report Share Posted June 15, 2017 Got it. Many Thanks! I customized my quote inline form that help me save much time. Normally I need revised it name after quick creating on contact module. Have you customized your Quotes form layout? That format is just used as the default, mirroring the record ID. You should be able to provide your own name on create/update of a Quote. If you've removed the name field, you can add it to your form again with the Form Editor under the X2Studio tools in admin. 1 Quote Link to post Share on other sites
X2Raymond 164 Posted June 15, 2017 Report Share Posted June 15, 2017 Excellent, glad to hear this has resolved your issue! I'll update this thread as "solved." 1 Quote Link to post Share on other sites
dale 0 Posted December 3, 2018 Report Share Posted December 3, 2018 I would like to do the same thing with Service Cases. We are using them to keep track of client projects and it would be much easier to connect relationships, find them, and respond to them it the name would be human readable.It looks like there something changing the name to match the IDAny help or identifying which files are affected would be appreciated. Quote Link to post Share on other sites
X2Peter 45 Posted January 10, 2019 Report Share Posted January 10, 2019 Hello Dale, You will most likely need to run a few database updates (on the 'x2_fields' table) in order to change the attribute label of the 'name' field (currently it is the ID). After that, you may need to change some of the grid views within the protected/modules/services/views/services/ PHP files. Let me know if you would like a bit more detailed info. Quote Link to post Share on other sites
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