Hello, Im trying to add information to a meeting but there was more than one opportunitie that was related. So I found the "Record Browser" configuration but I cant figure out how to add or modify this field.
Thanks in advance
Hi,
Go to Administrator Panel -> Record Browser -> use dropdown at the top of the screen (right below action bar) - choose "Meetings" -> change tab to "Manage fields" -> edit "Opportunity field" and change marked below value to "Multiple selection" -> Click Save in Action bar.
Regards, Adam
Thanks Adam, I tried to do the explained, but I cant see the same options. I'm attaching the picture of my available options.
You are running version 1.4 - upgrade to the latest version 1.5.3 and this option will be available to you.
Hi zaccaro.
I'am very sorry that our hosting is still not updated - as I wrote in different thread. Give us a few days.
Hi again Adam, thanks for that quick update process.
I tried the explanation above but the multiview "Opportunity" field is showed twice.
Example attached
I confirm that there is an issue with multiselect fields. It due to bug in template. Here is fixed one. Replace file modules/CRM/Meeting/theme/default.tpl with attached one. Then run "Rebuild common cache & default theme" from /admin tools http:// <your epesi url> /admin/index.php?module=ThemeUp
This fix will be also available in the next release.
Greetings!
The patch does indeed work!
FYI, I had to re-apply the patch after upgrading to Epesi version 1.5.3 -edit- I just checked, and I see that version 1.5.3 was released on July 9, a week before the post by Adam.
Regards, Paul
Yes, the patch isn't included in the latest release, because it's a rare issue (only for those who added custom fields). It will be in the upcoming release, so it won't be necessary to apply the patch again.