Assigning a task to many accounts

[rwanjala]

I work with a service organization and I would like to have one event or activity e.g. 9th Nairobi Tradefair assigned to many accounts (being the participants of the event).
I should also be able to assign an account more than one task.

At any given time when opening one of the accounts I need to see all activities this account has ever participated in.

How can I attain this.

Your continued support will be highly appreciated.

Reuben

[mvngti]

Why don't you rather create a custom module "Events" using the modulebuilder with a many2many relationship to accounts.

Then you can see all the accounts that participate in an Event on the Event's DetailView and
all events for an account on the Account's DetailView.

This can be done with tasks as well, but I am pretty sure a dedicated module for the events will be better.

M

[rwanjala]

Thank you so much. It has worked very well. I am a new user of Sugar but have made a lot of progress. Indeed sugarcrm is very user friendly.

Reuben

[sugarcane]

Hello rwanjala,

depending on how you are currently using the system, instead of creating a new module, you could potentially re-purpose the Projects module to keep track of your events. Projects appear in the submodule of the Accounts, and you can link multiple Accounts, Contacts etc to a single project.

[mvngti]

you could potentially re-purpose the Projects module to keep track of your events.

Great idea!

M