Contacts and their relationship to Accounts?

[messageimpact]

Hi,
Here is an example of what i am trying to do.

Account type is listed as "customer", but I want to be able to bring up all the contacts under the contacts section that are associated with the Account type "customer".

How do I do this?

Thanks in advance.

Using
Sugar Open Source 4.5.1g MySQL

[kuske]

HI,
can you please give more details, what exactly you want to do?

regards
hk

[messageimpact]

Sorry, I guess I should have included a little more detail.

Let's say I have 1000 accounts. Out of those 1000 accounts 200 are marked in the drop down field "type" as "customer". So now I can easily search for all my customer accounts. Works great.

But this is what I want to do. Let's say I have 400 contacts that belong to those 200 customer accounts. I would like to be able to bring up (search for) those 400 customer contacts under the contacts tab. This would allow me to market / email / call to just those customer account contacts.

What would be the easiest way to search for all the contacts that belong to those accounts that are tagged as customers.

Hope I explained this a little more clearly.

Thanks for your help.

[kuske]

oh I understand,
a very simple problem I had too.

Just define a global custom field .
In your case I would define a custom field "acount_type" (varchar(40)) in contacts.
In a logic_hook of contacts after retrieve of data I would set this field from the type of the account.

Be aware that this field is not correctly set in database tabel contacts_cstm.

good luck
hk

[messageimpact]

Thanks for your help, Although is there an easier way to do this? Can this be done easler in v5?

[romaxl]

Hello there,

I was looking for the solution how to create the target list with Contacts but based on search on fields in Accounts. I searched the Internet for the solution for this but did not find any. I did not want to create any search fields in Contacts module to Account module. This solution seemed to me somehow clamsy. Therefore I decided to create a small tool for this.

I am not familiar with programing of modules for SugarCRM yet. So I have created a small PHP website that would enable me to do it. Using this site you can search Contacts based on Contacts and Accounts field. The reasult of the search can be saved to any existing Target list in Contacts. You can also Save your searches and load them and execute them anytime again.

I thought maybe someone eklse could find this tool useful therefore I make it downloadable at website. You can download it here if you are interested: http://www.axlsystems.wz.cz/download...con_search.zip

You can find installation instructions in read.txt file in the installation package. The code is not very clean and it is not definitelly very safe, therefore I suggest to use it with causion. And only administrators should be using it. This program works only on SugarCRM installation based on MySQL database. The program is tested and compatible with SugarCRM version 5.2.0. It has not been tested on any lower or higher version and installing and using it on lower or higher versions is on your own risk and responsibility. Always
install and test the program on testing SugarCRM installation before installing it on your live version. The application is in English language only.

Operating the program is pretty intuitive. I suggest to add this address to My Portal section. Using this you can add direct link to this program to main tab pannels and use it "inside" Sugar CRM. The application does not have any way of user authorazition and therefore I would suggest that only administrators are using it or programe your own authorization engine.

In future I would like to reprogram the application as fully compatible SugarCRM module and make the application tranlatable and multi-lingual.

Enjoy,

Axl