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Thread: Attaching a single quote to more than one account

  1. #1
    MikeGall is offline Member
    Join Date
    Jul 2009
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    6

    Default Attaching a single quote to more than one account

    Is it possible in SugarPro to attach a single quote to more than one customer? Ultimately, I would like a new field displayed in the Create Quote Screen that allows me to select a second account record, allowing for two accounts to be related to the same quote. I briefly worked in Studio Manager to add a custom field, but could not create a relationship that allowed me to select from the account list. If a custom field is not possible, does anyone have any creative thoughts on how this could be achieved?

    Thanks in advance.

  2. #2
    matthew's Avatar
    matthew is offline Sugar Team Member
    Join Date
    Jul 2005
    Posts
    533

    Default Re: Attaching a single quote to more than one account

    There's a hacky way of doing this - I'm not sure I would recommend it. You can assign the shipping and billing account differently.

    Also, you could go into each account and associate the opportunity with as many accounts as you want. Again, I necessarily wouldn't recommend it.

    It sounds like what you really need is a Quote templating feature - if you add that to bugs.sugarcrm.com as a feature request, it will hit Product Management's radar.

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