Adding campaigns subpanel in accouonts

[rusdvl]

SugarCRM 5.5.0 CE

Hi,

How do I add a campaigns subpanel to accounts?

I need to know what campaigns the account is associated with.

Cheers

[salesagility]

goto admin>studio>accounts>relationships and add a one to many relationship to Campaigns

[rusdvl]

i tried that, but whenever i add that campaign to another account, it automatically removes it from the first account...

[andopes]

It happen because you created a relationship 1:Many between Accounts and Campaigns.
What does that mean: One Campaign may be related to a single Account.
You need to create the relationship Many to Many between both modules.

Regards

[rusdvl]

There is no such option. It only allows you to create a one to many relationship between accounts and campaigns.

[Marisoldoo]

Rusdvl has a point. This probem has not been solved yet.

Let's start at the begining:

Studio > Campaigns > Relationships
campaign_accounts Campaigns One to Many Accounts
campaign_contacts Campaigns One to Many Contacts
campaign_leads Campaigns One to Many Leads
campaign_prospects Campaigns One to Many Targets
campaign_opportunities Campaigns One to Many Opportunities
accounts_campaigns* Accounts One to Many Campaigns


Studio > Contacts > Relationships
contact_direct_reports Contacts One to Many Contacts
contact_leads Contacts One to Many Leads
contact_notes Contacts One to Many Notes
contact_tasks Contacts One to Many Tasks
campaign_contacts Campaigns One to Many Contacts
accounts_contacts Accounts Many to Many Contacts
calls_contacts Calls Many to Many Contacts
contacts_bugs Contacts Many to Many Bug Tracker
contacts_cases Contacts Many to Many Cases
meetings_contacts Meetings Many to Many Contacts
opportunities_contacts Opportunities Many to Many Contacts
projects_contacts Projects Many to Many Contacts


Studio > Accounts > Relationships
member_accounts Accounts One to Many Accounts
account_cases Accounts One to Many Cases
account_tasks Accounts One to Many Tasks
account_notes Accounts One to Many Notes
account_meetings Accounts One to Many Meetings
account_calls Accounts One to Many Calls
account_leads Accounts One to Many Leads
campaign_accounts Campaigns One to Many Accounts
accounts_bugs Accounts Many to Many Bug Tracker
accounts_contacts Accounts Many to Many Contacts
accounts_opportunities Accounts Many to Many Opportunities
projects_accounts Projects Many to Many Accounts
accounts_campaigns* Accounts One to Many Campaigns

* relationship created in Studio

Relation between campaigns and (accounts, contacts) is created already in Campains module. It is a "factory setting". As rusdvl mentioned it is useless create it again.

So the question reamins the same: how to create Campaign subpannel in the Account page.
How to populate Campaign subpanel with campain, where account was involved?

Thanks,
Thomas