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Thread: Sugar beginner needs two different types of accounts

  1. #1
    cooplebasti Guest

    Question Sugar beginner needs two different types of accounts

    Hello,
    my case is the following:
    We are a small company and we deal with two different Accounts (Companys and Research Institutes). I would like to be able to see (and search) only all companies or only all research institutes.
    I also read two threads on this Different types of Accounts Multiple types of Leads and Accounts
    But I am new to sugar and the sugar community and I didnt get the advice.
    Is someone able to describe a simple way to get what I want in not too (sugar-)technical words?
    Best Regards
    Bastian

  2. #2
    cooplebasti Guest

    Default Re: Sugar beginner needs two different types of accounts

    Anyone that has an idea?

  3. #3
    kmccartney Guest

    Default Re: Sugar beginner needs two different types of accounts

    Well, there are two ways to go about this - one is to have a field on your account that Identifies the account type, and the other is to create a second module altogether. Which you choose should be dictated by how similar these two are.

    There already is a field you can use to achieve this: Account Type

    If you go into your admin panel, studio, choose 'Accounts', choose 'Fields', then Account Type, there should be a 'drop down list' section. Click the edit button there, and you can edit the types of accounts in your system. Remove the ones that don't appy to you, and add any that do. Save all your changes, and everything will update automatically.

  4. #4
    kir
    kir is offline Sugar Community Member
    Join Date
    Nov 2011
    Posts
    702

    Default Re: Sugar beginner needs two different types of accounts

    go to admin->studio
    create new custom field type of dropdown and mark it as mussupdate
    add blank, Company, Institute options to the dropdown option list
    add this field to the the detailview, Editview, Listview
    also add this field to the basic and advanced search panel (also in studio)
    After that you will be able to choose what you want to search for - Companies, Institutes or both

  5. #5
    dpisharady Guest

    Default Re: Sugar beginner needs two different types of accounts

    When you create a new account you can also enter other information for that account. You have another field named Industry where you can specify which sector that particular account belongs to. The field name for this is "Industry" which is a drop-down list where you can specify either it is a company or a research institute.
    Regards
    DP

  6. #6
    cooplebasti Guest

    Default Re: Sugar beginner needs two different types of accounts

    Thank you all!
    I use now the option of using the dop down menu at the "industry" field...
    Best Regards
    Bastian

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