Account and Project, need help!

[Operator]

i want to assign my accounts to a project/projects,
i've got about 5000 records to import and cannot add each account to an similar project.
is it possible to add "many" accounts to one project and vice-versa?
planning to manage my fair trades as projects.
thanks

[andopes]

Yes, it is possible.
Actually the relationship between Accounts and Projects is a Many to Many one.

Kind regards

[Operator]

thanks for quick answer.
now i installed sugar crm 5.5.1 ce and customized it a bit,
but how do assign these many accounts to the projects?
could you please give me some hints or a short how-to?
i'm getting bored of clicking in each project and add each account, seems to need years...
thanks for help

[eggsurplus]

If you're familiar with sql I'd suggest going straight to the database. It'll save you thousands of clicks. It looks like you'll want the projects_accounts table to associate accounts to a project.

[andopes]

A good workaround for that is to:
create an extended layoutdefs for Accounts:
custom/Extension/modules/Accounts/Ext/Layoutdefs/layoutdefs.ext.php, create the folders and file if they don´t exist;
Add this code:

 <?PHP
$layout_defs['Project']['subpanel_setup']['accounts'][top_buttons][0] = array('widget_class' => 'SubPanelTopSelectButton', 'mode'=>'MultiSelect');
?>  

Go to Admin -> Repair -> Rebuild Extensions

Cheers

[Operator]

thanks for anwser,
will try it tomorrow in the company, tried the whole day to manage it, the solution seems to be so easy.
another question i've got:
is it possible, when importing account records to assign them to projects via importing?
didn't found the entry to select the needed project in the account importing formular.
and is it possible when editing account records to assign the via click to a project?
sorry for bad english, hope you could understand what i mean.
thanks

[eggsurplus]

Andopes, has the multiselect been adjusted in 5.5.1? In the past, you were only able to select what was on the page. There wasn't a Select All option like there is on the List View. Is that there now because that would really make my life easier?

[Operator]

did what you said,
but where is the button or where should i click to "mass assign" them?
what i've got to do??
dont understand what these code does....

[eggsurplus]

In the Project go to the Accounts subpanel and click the "Select" button. Then you can check all checkboxes and select.

[Operator]

thanks
yeah see it and it works.
but i had to add an new relationship, the old one didnt worked,
so i created m:m accounts - project cause only project - accounts excited.
now it works!!
thanks a lot