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Thread: Adding Opportunity subpanel to Campaigns

  1. #1
    LaFortuna is offline Sugar Community Member
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    Default Adding Opportunity subpanel to Campaigns

    We would like to be able to see a list of opportunities generated by campaign in Campaign's detail view (as a subpanel) or in ROI view (by clicking on Opportunities won). Is this possible? Right now I see many subpanels except Opportunities when clicking in "View Status" .
    I have the standard one-to-many relationship between Campaigns and Opportunities.

    I'm running Version 6.1.0RC1 (Build 5243) with PHP version 5.2.14.

    Thanks!

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Adding Opportunity subpanel to Campaigns

    Hi LaFortuna

    There is no available feature to accomplish that requirement.
    It must be implemented.
    As far I know Opportunities are not automatically linked to Campaigns.
    All data from ROI view is generated by module CampaignLog, which does not process relationship to Opportunities, so it must be implemented.

    Kind regards
    André Lopes
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  3. #3
    LaFortuna is offline Sugar Community Member
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    Default Re: Adding Opportunity subpanel to Campaigns

    Thanks André,
    That seems odd, given that there's a relationship established under both modules. Anyway, I'll see how far can I go. Would it be a better idea to develop the Opportunities module, or build a custom module with that objective?

    Cheers!

  4. #4
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Adding Opportunity subpanel to Campaigns

    Quote Originally Posted by LaFortuna View Post
    Thanks André,
    That seems odd, given that there's a relationship established under both modules. Anyway, I'll see how far can I go. Would it be a better idea to develop the Opportunities module, or build a custom module with that objective?

    Cheers!
    The relationship you see there is to let you manually link both records.
    I don´t believe there is an automatic feature to link both. So it may be implemented through logic_hook before_save on Opportunities. This logic_hook must create a new entry on campaign_log table whenever a new Opportunity is created from a specific Campaign.

    Regards
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

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