Calls and meetings and record association

[rockshore-chris]

I wonder if I could get an answer to the following two questions:

Is it possible to associate a call or meeting with more than one record type, i.e. an opportunity and an account?

Is it also possible to associate a call or meeting with more than one record of a given type, i.e. two opportunities?

We're running Sugar Community Edition Version 5.5.1RC2 (Build 1175).

Please let me know if you need any further information.

Thanks in advance.

[andopes]

It is possible by creating a relationship Many to Many between modules.
But you will see a new subpanel under Accounts and Opportunities:
The default ones: Activities and History (will populate Calls and Meetings created under the current record)
The new one: Meetings (or Calls) subpanel.
Once created a new Call or Meeting under some Account or Opportunity you can go to created activity and select other Accounts and / or Opportunities to assign to its through new subpanels.

Regards

[rockshore-chris]

Thank you so much for your guidance; that did exactly as I expected with the minimal of effort.

Have a great day.