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Thread: Account Contact Details on Opportunity

  1. #1
    slippy62 is offline Member
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    Sep 2007
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    Question Account Contact Details on Opportunity

    Guys,

    Is it possible to display the contact details held on the Account within an Opportunity? Generally we only deal with a company that has one phone number, so I would like this to appear in the top section of the Opportunity. Currently, we would need to click on the Account Name to get this information - surely I can embed this within the area indicated by the screenshot?
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  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Account Contact Details on Opportunity

    It is possible by following these steps:

    Create extended vardefs for Opportunities for Accounts fields you want to display in Opportunities DetailView;
    Create extended language for Opportunities for Accounts fields labels;
    Create custom controller for Opportunities and implement function action_detailview;
    Inside action_detailview populate the Accounts fields;
    Go to Admin -> Repair -> Quick Repair and Rebuild
    Go to Admin -> Studio -> Opportunities -> Layout -> DetailView -> add Accounts fields in layout

    Regards
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
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    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
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