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Thread: Contact Name added to Case upon creation

  1. #1
    brussell is offline Sugar Community Member
    Join Date
    Sep 2009
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    Default Contact Name added to Case upon creation

    Greetings all,

    In Cases, I would like to have the ability to have the system automatically fill a 'Contact' field, if the case is created from within the Contact's case sub-panel. Anyone know how to make that happen? I noticed that while Accounts is on the default Edit and Detail views, Contact is not. Also, if created from the Cases module, I'd like the field to be able to query all contacts, to ensure the Case is being attached to the right person.

    Basically, I'd like a Case field that functions exactly as the existing Accounts field does.

    Hopefully this makes sense!

    Using SugarCE Version 6.1.2 (Build 5555)

    Thanks a million,

    Brussell
    Last edited by brussell; 2011-03-28 at 05:50 PM. Reason: Add clarification

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