In the training video for Professional and Enterprise, I see that you can link Contacts to Accounts or Opportunities. Can this be done in the SugarCommunity Edition and if so, how?
Thanks,
Omar Leatherman
In the training video for Professional and Enterprise, I see that you can link Contacts to Accounts or Opportunities. Can this be done in the SugarCommunity Edition and if so, how?
Thanks,
Omar Leatherman
Hi,
you will be able to link contacts or opportunities to an account in the CE version.
From an Account - Opportunities subtab, click on Create button and new opportunity is automatically linked to actual Account.
From Opportunities module, create opportunity, in the Account field you can select the account to be related to.
It works exactly the same way for Contacts !
Regards,
Arnaud Pauty
Projects Manager
CARRENET - SugarCRM Gold Partner
67 rue Desnouettes - 75015 Paris - France
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