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Thread: Can you relate call to 2 contacts?

  1. #1
    bbogart is offline Sugar Community Member
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    Feb 2005
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    Default Can you relate call to 2 contacts?

    I just called a vendor about a acquiring a product for a client. I called the vendor so I created a relationship with the vendor for the call in Sugar. But it would also be useful to create a relationship with the contact record so when I look at the customer account I can see that I took this step for the that customer.

    Is this possible? It looks like I can only relate the call to one other entry.

    SugarCRM Community 5.5.2

    Thanks.

  2. #2
    chinwoei's Avatar
    chinwoei is offline Sugar Community Member
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    Jul 2007
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    Default Re: Can you relate call to 2 contacts?

    Quote Originally Posted by bbogart View Post
    I just called a vendor about a acquiring a product for a client. I called the vendor so I created a relationship with the vendor for the call in Sugar. But it would also be useful to create a relationship with the contact record so when I look at the customer account I can see that I took this step for the that customer.

    Is this possible? It looks like I can only relate the call to one other entry.

    SugarCRM Community 5.5.2

    Thanks.
    Hi,

    try to do it in this way.
    relate the call to your customer and invite your vendor as attendees at the "add invitees" part.

    So the calls should be appear in both contacts activity/history subpanel
    I am from iZeno Pte Ltd
    Personal Site: Technical Sharing
    SugarForge Project:
    iZeno SMS : http://www.sugarforge.org/projects/izeno-sms/

  3. #3
    bbogart is offline Sugar Community Member
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    Default Re: Can you relate call to 2 contacts?

    That sounds like a perfect solution.

    Its taking some time for me to to get used to this so thank you very much for the help.

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