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Thread: Accounts to contracts relationship

  1. #1
    REByers is offline Sugar Community Member
    Join Date
    Oct 2007
    Location
    North West England
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    182

    Default Accounts to contracts relationship

    We have a number of customers who have multiple sites. This is fine and we use the 'member of' relationship to manage this.

    However, each customer site logs calls with our support team, and we need to see if the site has a valid support contract. The contract is against the top level account and covers the entire company.

    Is there a way for the member companies to have this contract showing in their account screens? Rather than the busy support rep having to bounce between account screens?

  2. #2
    datasponge is offline Sugar Community Member
    Join Date
    Mar 2008
    Location
    San Jose, CA, USA
    Posts
    553

    Default Re: Accounts to contracts relationship

    Yes you can do this.

    Define a custom field of type Relate from Admin Studio that points to the data you want in the other table.

    There are several threads that explain this even if you need to get into manual customizations in vardefs, so do a search in the forums. The basics are also described in the users manual.

    Phil

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