Results 1 to 8 of 8

Thread: Create duplicate of assigned to field

  1. #1
    stripathy is offline Member
    Join Date
    Jul 2009
    Posts
    8

    Default Create duplicate of assigned to field

    Hi ,

    In the accounts module we have an 'Assigned To' field. I would like to create a similar field through which i can select a user. Can any please help me.

    Thanks
    Stripathy

  2. #2
    dekleinemedia is offline A Prolific Poster
    Join Date
    May 2009
    Location
    Netherlands
    Posts
    241

    Default Re: Create duplicate of assigned to field

    Quote Originally Posted by stripathy View Post
    Hi ,

    In the accounts module we have an 'Assigned To' field. I would like to create a similar field through which i can select a user. Can any please help me.

    Thanks
    Stripathy
    Hi,

    Could you be more specific with your needs? I Believer that you can select a user with the Assigned To field
    Kind regards,

    De Kleine Media


    SugarCRM CE v.5.2.0h
    Windows platform
    MySQL v.5.1
    phpMyAdmin - 2.11.2.2
    Apache Server v.2.0

  3. #3
    VirtualSynergy is offline Sugar Community Member
    Join Date
    Jul 2009
    Posts
    24

    Default Re: Create duplicate of assigned to field

    I have the same needs I think.

    I would like to add multiple users to the same account.

    We have 7 projects, its possible that 1 account is assigned to 4-5 accountmanagers.

    I tried to make a many-to-many relationship from accounts to users but I get it to work.

    Anyone could help me realize this?

    Tnx in advance!!!!

  4. #4
    REByers is offline Sugar Community Member
    Join Date
    Oct 2007
    Location
    North West England
    Posts
    182

    Default Re: Create duplicate of assigned to field

    +1 for interest in this, as I need to add an account manager field to the Opportunities screen in additon to the assigned to field.

  5. #5
    PeterKidson is offline Sugar Community Member
    Join Date
    Feb 2007
    Posts
    11

    Default Re: Create duplicate of assigned to field

    I am trying to do something similar - I need multiple Assignee Users on a Bug.
    And I need _all_ of them to receive update notifications.....

  6. #6
    lostinwoods is offline Junior Member
    Join Date
    Sep 2009
    Posts
    1

    Default Re: Create duplicate of assigned to field

    Hi all

    I also want to know how to assign an account to multiple employees so that everyone connectede to a particular account can see up to date activities and tasks related to it.

    I don't believe that its impossible with coding or module. Can anyone answer this post please

  7. #7
    jgosen is offline Member
    Join Date
    Apr 2009
    Location
    Michigan
    Posts
    7

    Default Re: Create duplicate of assigned to field

    I have been looking around the internet, forums, developers guides, and etc to do this very same thing. All i can find is a lot of people asking the same question. This seems like it needs to be a feature addition to Sugar.

    If anyone out there knows how to do this please chime in.

    In my specific case i want to add an "Account Executive" Field to all of the modules that gives you the same "Select" option that the Assigned-TO does. I just want the Account Executive to always be a list that is generated from the Sugar Users. The reason that we need to do this is for reporting. Using the Assigned-To does not work that well because as the record needs to be handled by various people the Assigned-TO is changed, even though there is only one person that is ultimately accountable for the record. To say it another way, Assigned-To is for Work Flow and "Account Executive" is for Ownership / Reporting.

  8. #8
    rohanbhansali is offline Junior Member
    Join Date
    Nov 2011
    Posts
    3

    Unhappy Re: Create duplicate of assigned to field

    Hi ,

    In the accounts module we have an 'Assigned To' field. I would like to create a similar field through which i can select a user.
    Basically, I have created a new module and want to assigned records to users. Please help me out as soon as possible.


    Thanking you
    Rohan Bhansali

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Replies: 1
    Last Post: 2008-09-18, 06:42 PM
  2. Replies: 0
    Last Post: 2008-09-08, 09:13 PM
  3. 4.5.0d Can Create Lead assigned to others
    By kirkland in forum Help
    Replies: 33
    Last Post: 2007-03-10, 04:09 AM
  4. Should Sending an Email Create a Duplicate?
    By patrickdight in forum Feature Requests
    Replies: 0
    Last Post: 2007-01-19, 09:54 AM
  5. Replies: 2
    Last Post: 2005-07-15, 04:50 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •