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Thread: Functionality Help

  1. #1
    aalphin is offline Member
    Join Date
    Sep 2009
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    Default Functionality Help

    We just loaded the Commercial Open Source and I had a couple functionality questions that I couldn't figure out through my initial 'test drive':
    1. Can I link up different existinga accounts in anyway. In other words one customer is a supplier to another customer, can I create that relationship and track that relationship in the tool anywhere?
    2. Can i attach documents to an existing acocunt , ( contracts, contract revisions, etc.)

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    4,813

    Default Re: Functionality Help

    1. You should be able to do that via the "Member of" field on the account

    2. Yes, via a Note. Add a new note, through the Subpanel below the account or under Activities, and you'll notice you are allowed to establish a relationship between a note and an account. The note entry itself allows for the attachment.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

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  3. #3
    aalphin is offline Member
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    Default Re: Functionality Help

    Angel,
    Both were great helps, I really appreciate it.

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