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Thread: how do accounts relate to projects + email query

  1. #1
    nigelt74 is offline Junior Member
    Join Date
    Jul 2007
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    2

    Default how do accounts relate to projects + email query

    Situation is this

    I am not clear on exactly how it all works together

    Is there a hierachy chart somewhere that explains things as i have had a brief read of the user documentation and it seems to explain how each component works, but not everything as a whole

    Have I confused you yet

    Basically what i want to know is

    how do accounts relate to projects

    I was originally under the assumption that projects were under accounts, as in when you created a project it was assigned to an account (the relevant customers account), but from my reading this assumption was incorrect, so my question is How do accounts relate to projects

    Emails
    Are emails able to be assigned to a project rather than an account?

    I read in the documentation that outbound emails can be assigned to an account, BUT I didn't see it explicitly mentioned if inbound emails could be assigned to an account, seems logical but I have learnt the hard way to that it isn't always so

    I looked at sugarcrm a while ago but when i asked a few colleagues about it they told me to avoid it because of issues with the email system, are these still occurring, i have played around with demo and am really impressed and there is fairly good documentation however if there are still issues with it, i may wait around for the version 5 release as it apparently has reworked email thingies (technical term there)

    Thanks

  2. #2
    cchufook is offline Member
    Join Date
    Jul 2007
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    7

    Default Re: how do accounts relate to projects + email query

    I would also like to know the answer to the Accounts relating to Projects question.

  3. #3
    Superman's Avatar
    Superman is offline Sugar Community Member
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    Oct 2005
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    Kazakhstan
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    852

    Default Re: how do accounts relate to projects + email query

    Projects and Accounts have 'many-to-many' relationship type.

    PHP Code:
    array ('projects_accounts' => array('lhs_module'=> 'Accounts''lhs_table'=> 'accounts''lhs_key' => 'id',
            
    'rhs_module'=> 'Project''rhs_table'=> 'project''rhs_key' => 'id',
            
    'relationship_type'=>'many-to-many',
            
    'join_table'=> 'project_relation''join_key_lhs'=>'relation_id''join_key_rhs'=>'project_id',
            
    'relationship_role_column'=>'relation_type','relationship_role_column_value'=>'Accounts'), 
    Farkhad Rakhimzhanov
    E-mail: farkhad@gmail.com
    Skype: rakikama

    SuperTimesheet and Invoicing — timesheet tool with invoicing for SugarCRM.
    Book time against Cases, Project Tasks and Projects.
    Create invoice regarding booked time, print it in PDF or HTML,
    customize template as you like.

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