How to create contact group

[Vad Zaborski]

Hi All,

I donwloaded SugarCRM Community Edition. And I can't find the contact's group functionality (creating groups, adding contacts to the group, etc). Is this functionality existing in free version?

Regards,
Vad

[andopes]

Hi Vad

Can you describe your requirement in details? What do you want to be able to accomplish?

Regards

[Vad Zaborski]

Andre,

I would like to place some contacts to the special group. And then make selection of contacts from this group for vieweing, reporting, etc..

Vad

[andopes]

You can create a custom module (Contacts Groups), add a relationship Many to Many to Contacts.

Cheers

[ben.gillis]

Using studio, which you can find on the admin screen, you can create a custom field that you can call group that is linked to a dropdown list (that you will also have to create), also using studio you can add the newly created field to all views and the advanced search. to create a dropdown list of the different groups you want to be able to choose from use the dropdown editor also located in the admin screen.

hope this helps,


Ben Gillis
Sugar Trainer
Plus Consulting
www.plusconsulting.com/training.htm

[Vad Zaborski]

Great thanks, guys..

Now I'll try to check the right way.. )