Is it possible to link a contact to one account and have the contact person title be "Director" and then link them to another account where they are a "board member"? Thanks!
Is it possible to link a contact to one account and have the contact person title be "Director" and then link them to another account where they are a "board member"? Thanks!
Nope, unfortunately not. What you are referring to is usually called a role concept and Sugar can't do that (yet?). Such a feature would be very helpful not only for people working with various companies (consultants) but also for tracking the status of an employee: active, retired, left etc...
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Robert Laussegger
http://www.iscongroup.net
Bei Fragen: support@iscon.at
Die deutschen Sprachdateien für SugarCRM und das deutsche Handbuch gibt es hier: http://goo.gl/kPsAz
Ab sofort auch mit 6.4.2
Hi Asinproject,
Your request looks very similar to what Yasso is trying to do in this thread
It can be accomplished by creating fields in the relationship table and displaying them in the subpanels that show the relationship. But the code modifications are quite extensive and the way to edit it is still being worked out in that thread.
A similar thing is done within Sugar in the Contacts-Opportunities relationship and the role field.
Phil
Thanks for your help! I guess I'll just live without it until an easier way develops.
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