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Thread: Accounts, Contacts, Notes

  1. #1
    djaburg is offline Junior Member
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    Jan 2012
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    Default Accounts, Contacts, Notes

    Perhaps I'm unrealistic in what I'd expect to see, but would it not be a good idea to display contacts somewhere in the Account records? I guess in my mind I would think that I look up a company and any contact for that company would be list there. Same for notes, if I add a note to an Account or Contact, shouldn't they show up when I go to either the account or contact record? Perhaps I'm missing something, and I hope I am, but it seems that it would make sense to have as much information easily available. Any feedback or comments would be appreciated.

  2. #2
    sts's Avatar
    sts
    sts is offline Sugar Community Member
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    Default Re: Accounts, Contacts, Notes

    In detail view of each module you can see the related objects in sub panels. E.g. in Accounts detail view you see a list of all contacts related to that account.
    If there is one relation missing it is easy to add one. This can be done in SugarCRM admin section with Studio tool (needs no coding).
    Stefan Ulrich Sauer
    System Analyst

    Devoteam Danet GmbH
    Gutenbergstraße 10
    D-64331 Weiterstadt
    Germany
    email: Stefan-Ulrich.Sauer@devoteam.com
    http://www.devoteam.de

  3. #3
    Valentinos is offline Sugar Community Member
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    Default Re: Accounts, Contacts, Notes

    This problem is true,thank you very much !
    Paloma junk- Emeraude cruise- Pantai Tengah Hotels
    Last edited by Valentinos; 2012-03-15 at 02:57 PM.

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