[Vtigercrm-developers] Sales Stage Picklist

AML s.shaw at amalganet.com
Thu Nov 12 07:22:10 PST 2009


You only need change one instance.

In potentials/language/en_us.lang.php

Line 128
'Closed Won'=>'6: Completed',
'Closed Lost'=>'7: Cancelled',


I do exactly what you describe, as you can see we prefix the items to put
them in logical order.

Steve

-----Original Message-----
From: vtigercrm-developers-bounces at lists.vtigercrm.com
[mailto:vtigercrm-developers-bounces at lists.vtigercrm.com] On Behalf Of Alan
Lord (News)
Sent: 12 November 2009 15:15


To: vtigercrm-developers at lists.vtigercrm.com
Subject: Re: [Vtigercrm-developers] Sales Stage Picklist

On 12/11/09 14:51, Joe Bordes wrote:
> They are non-editable because they have specific process associated 
> and need to exist.
>
> The very simple solution is to translate them to whatever your client 
> wants to see, but internally you use more resumed values.
>
> Joe
> TSolucio

Thanks (And AML),

I grepped the source and there are quite a few SQL calls relying on "Closed
Won/Closed Lost" so I am not sure how you mean translate?

 From my quick scan the phrases occur in the following files and include SQL
queries. I don't understand how doing a translation will change the
picklist?:

include/ComboStrings.php: 'Closed Won'=>'Closed Won'

include/language/en_us.lang.php:'LBL_CLOSE_WON' => 'Closed Won',

include/PopulateComboValues.php:	"Closed Won"=>"sales_stage",

include/home.php:			$query .= "select 
vtiger_potential.potentialid,vtiger_potential.potentialname as
name,vtiger_groups.groupname as groupname,'Potentials ' as Type from
vtiger_potential  inner join vtiger_crmentity on vtiger_crmentity.crmid =
vtiger_potential.potentialid inner join vtiger_groups on
vtiger_crmentity.smownerid = vtiger_groups.groupid where
vtiger_crmentity.deleted=0  and ((vtiger_potential.sales_stage !='Closed
Lost') or (vtiger_potential.sales_stage != 'Closed Won'))";

include/utils/SearchUtils.php:	array_push($where_clauses, 
"(vtiger_potential.sales_stage <> 'Closed Won' and
vtiger_potential.sales_stage <> 'Closed Lost')");

modules/Reports/PopulateReports.php: 
'value'=>'Closed Won'

modules/CustomView/PopulateCustomView.php: 
     'value'=>'Closed Won'

modules/Migration/DBChanges/503rc2_to_503.php:
"sales_stage"=>"Closed 
Won",

modules/Accounts/ListViewTop.php:	$list_query = "select 
vtiger_account.accountid, vtiger_account.accountname,
vtiger_account.tickersymbol, sum(vtiger_potential.amount) as amount from
vtiger_potential inner join vtiger_crmentity on
(vtiger_potential.potentialid=vtiger_crmentity.crmid) left join
vtiger_account on (vtiger_potential.related_to=vtiger_account.accountid)
left join vtiger_groups on (vtiger_groups.groupid =
vtiger_crmentity.smownerid) where vtiger_crmentity.deleted=0 AND
vtiger_crmentity.smownerid='".$current_user->id."' and
vtiger_potential.sales_stage not in ('Closed Won', 'Closed
Lost','".$app_strings['LBL_CLOSE_WON']."','".$app_strings['LBL_CLOSE_LOST'].
"')";

modules/Potentials/ListView.php:		$list_query .= " AND 
vtiger_potential.sales_stage = '".$mod_strings['Closed Won']."' AND
".$where;

modules/Potentials/Charts.php:					if 
($record->column_fields['sales_stage'] == 'Closed Won' ||

modules/Potentials/ListViewTop.php:	$where = "AND 
vtiger_potential.sales_stage not in ('Closed Won','Closed
Lost','".$current_module_strings['Closed
Won']."','".$current_module_strings['Closed Lost']."') AND
vtiger_crmentity.smownerid='".$current_user->id."'";

modules/Dashboard/display_charts.php: 
$where=" and vtiger_potential.sales_stage like '%Closed Won%' ";

modules/Dashboard/language/en_us.lang.php: 
'LBL_MONTH_BY_OUTCOME_DESC'=>'Shows cumulative opportunity amounts by month
by outcome for selected users where the expected closed date is within the
specificed date range.  Outcome is based on whether the sales stage is
Closed Won, Closed Lost or any other value.',



>
>
> Alan Lord (News) escribió:
>> I am editing the Picklists for a client and they want 8 items in the
>> Potentials->Sales Stage list. They want the picklist items numbered.
>>
>> For example:
>>
>> 1. Enquiry
>> ...
>> 5. Negotiation
>> 6. Won
>> 7. Lost
>> 8. Hold
>>
>> Unfortunately, the two entries "Closed Won" and "Closed Lost" are 
>> described as non-editable values.
>>
>> Two questions,
>>
>> 1. Why?
>> 2. Can I manually edit them in the database and if so, what else 
>> needs changing (as I assume these are used elsewhere in the system 
>> hence their static nature)?
>>
>> Thanks
>>
>> Alan
>>
>> _______________________________________________
>> Reach hundreds of potential candidates - http://jobs.vtiger.com
>>
>>
>
> _______________________________________________
> Reach hundreds of potential candidates - http://jobs.vtiger.com
>


_______________________________________________
Reach hundreds of potential candidates - http://jobs.vtiger.com 





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