Add additional account name selector to opportunity

[JBella08]

For Opportunities, we need to have the Account Name associated with it, but also need to add a Partner Name. We are storing partners as their own accounts, so basically would like to add another selector similar to the Account Name selector for Opportunities with a different label - Partner Account Name.

Ideally this would only display the Accounts where the Account Type is set to Partner. From reading other posts, it appears that would require more efforts (ie., coding) than I am able to do through the Studio tools.

Since we don't have those skills, we minimally want to get another Account Name selector in place and change the label. Is that possible to do through the Studio tools - I have been unable to find it. (Obviously I fall on the newbie side...)

Alternatively, if someone can provide consulting skills to get the Partner selector with the filtered partners in place, we would consider.

We are using a hosted version of Sugar versus hosting ourselves.

Thanks so much.

[eggsurplus]

Sure it's possible. Go to Studio and add a Relate field type and select Account for the Module to the Opps module.

[JBella08]

Thank you so much - this worked! Good to learn something new everyday.