There’s no doubt about searching related records in VTiger via popup search is not as they are supposed to be. Once you try to create a new record, and select one related record, going through a list of even more related records for a secondary module does not make any sense. To cope with the problem, we came up with this idea to add Search Popup Filters, and we did. Search Popup Filter extension for VTiger 7 allows to apply filters (or condition) that will strain the results the user will get when selecting any record from a lookup/select/search popup in VTiger. For example, if you are creating a new ticket – you select an organization and then search for the contact to be associated with the ticket, by default – you will see all contacts in the system. However with this extension, you can configure contact lookup popup to only
Search Popup Filter This extension was designed to apply filter (or condition) that will limit the results user will see when selecting a record (any) from a lookup/select/search popup in VTiger. It is fully customizable, meaning that you can set any condition which makes most sense to your business. One of the more common examples is “only show me Organizations that are Active (exclude Inactive)”. In addition to simple filters, you can also use “Compare with parent” operator, meaning that you can apply a filter which will check field value on the record you are on and compare it with the related record, for example if you are attaching asset to the ticket, by default you would see all available assets in the system, however you could configure it to only show assets related to an organization/customer that you are creating ticket for. In this article we will go over a simple use case on how
This extension was designed to apply filter (or condition) that will limit the results user will see when selecting a record (any) from a lookup/select/search popup in VTiger. How to Show Active Organizations Go to Menu > Settings > CRM Settings > Extension Pack > Search Popup Filter. Click on “New Search Popup Filter”. Add module. Select the related field. Add a condition according to your requirement. While creating a new ticket it will only search for Active Organizations. For further help, contact us on firstname.lastname@example.org. We’ll be glad to be of service.