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Thread: Contact without an Account

  1. #1
    njoy is offline Sugar Community Member
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    Angry Contact without an Account

    Hi
    Sugar Open Source Version 4.2.1b
    SugarSuite
    Contacts Module
    MySQL - 4.1.11
    Apache 2.0

    how do i disable the account name feature in Contacts/EditView such that i can add a new contact who may or may not have an account. I need to be able to add a individual contact without having to previosly add an account for the said person.

  2. #2
    kbrill's Avatar
    kbrill is offline SugarCRM PS Engineer
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    Default Re: Contact without an Account

    Account name is not a required field, you don't have to put an account name if you do not want to.
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  3. #3
    njoy is offline Sugar Community Member
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    Unhappy Re: Contact without an Account

    Sorry, my question might not have been clear enough. What i catually meant was, when i enter a new contact AND enter a new account for the contact i am unable to do so. Onclick of save there is an error displayed below the Account name field saying that No match for field: Account Name.[ Please see the screen shot i have attached to this post] I want to enter a new contact that is not previously associated with an Account. Both the contact and the Account should be new to the system. Hope somebody can help me.
    Attached Images Attached Images  

  4. #4
    cywolf's Avatar
    cywolf is offline Sugar Community Member
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    Default Re: Contact without an Account

    You can't quick-create an Account that way, but I believe if you hit the Select button you can create one from inside the popup window.
    Andrew Whitehead
    The Long Reach Corporation
    http://infoathand.com

  5. #5
    njoy is offline Sugar Community Member
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    Default Re: Contact without an Account

    Hi cywolf,
    Thnks for the reply. I know i can always use the select button. But the issue i face is such that my company does not want to use the acounts module at all and i have hidden the 'Accounts' tab altogether. So u see there's no way i can create an account so as to select from it.
    Is there any way of overriding this feature?

  6. #6
    staibha is offline Sugar Community Member
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    Default Re: Contact without an Account

    Just as kbrill said, leave the account field blank.

    Alternatively you can hide/comment out the account field, by editing the EditView.html, DetailView.html and ListView.html of the contacts module: /modules/Contacts
    Cheers Haimar

    staib media gmbh
    www.staibmedia.com
    info(at)staibmedia.com

    Berlin, Germany

  7. #7
    njoy is offline Sugar Community Member
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    Unhappy Re: Contact without an Account

    Thank you, but no no.i wish it were that simple,I? need the account name field. what i need is to be able to enter the account name right there in the EditView form itself. Lets say that the account does not exist, i need to be able to enter a new account in the Account Name textbox , Which will bw save so that in future i can use the select button.
    I know this seems unreasonable but i really this to work. Please help
    Last edited by njoy; 2006-08-29 at 05:47 PM.

  8. #8
    kgt
    kgt is offline Sugar Community Member
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    Default Re: Contact without an Account

    Why not create and use a custom field for that purpose?

  9. #9
    njoy is offline Sugar Community Member
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    Thumbs up Re: Contact without an Account

    Thanks kgt,
    That was my last option. I was hoping somone could come up with a better alternative. but i guess i will have to use a custom field now.
    Thank you guys. I really appreciate the prompt responses.

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