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Thread: help needed addings search fields from accounts to contacts

  1. #1
    cosmocain is offline Junior Member
    Join Date
    Jul 2007
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    2

    Default help needed addings search fields from accounts to contacts

    Hello there,

    i'm relatively new to SugarCrm and about to setup 4.5.1e. For our sales team it's vitally important (even though i quite don't understand why ) that they'd be able to search for contacts based on both contact- and account-related information. So i added some custom fields to both the accounts and contacts-modules and now i'm looking for a way to easily add those custom (and some standard) accounts-fields to the search function of the contacts-modules, so that our Sales team would be able to look up contacts based on their industry, the number of employees and the custom fields i added.

    I guess the first step would be to edit the $query variable in Contacts.php to join the accounts_cstm table, too. Something along the lines of this, i'd guess:

    PHP Code:
        // add a join to the accounts table.
                
    $query .= "
                    LEFT JOIN accounts_contacts
                    ON contacts.id=accounts_contacts.contact_id
                    LEFT JOIN accounts
                    ON accounts_contacts.account_id=accounts.id
                    LEFT JOIN accounts
                    ON accounts.id=accounts_cstm.id_c 
    But then where to go on?

    Tried the forums-search, but either there was no topic related to this problem or i entered the wrong terms, dunno.

    Thanks in advance
    Last edited by cosmocain; 2007-08-01 at 11:32 AM.

  2. #2
    cosmocain is offline Junior Member
    Join Date
    Jul 2007
    Posts
    2

    Default Re: help needed addings search fields from accounts to contacts

    please, anyone knowing what to do? been on holiday and the problem hasn't gone away.

    any help would be great..

  3. #3
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
    Join Date
    Jul 2006
    Location
    São Paulo - Brazil
    Posts
    8,335

    Default Re: help needed addings search fields from accounts to contacts

    Hi, cosmocain.

    Should you explain better?
    I can not help you at now.

    Cheers.

    André Lopes
    Lâmpada Global Services
    Av. Angelica, 1814 cj. 1502
    São Paulo, SP 01228-200
    tel1. 55 11 3668-6776
    tel2. 55 11 3822-2581
    cel. 55 11 7636-5859
    messenger: andopes@yahoo.com.br
    skype: andopes
    e-mail: andre@lampadacrm.com.br

    Quote Originally Posted by cosmocain
    Hello there,

    i'm relatively new to SugarCrm and about to setup 4.5.1e. For our sales team it's vitally important (even though i quite don't understand why ) that they'd be able to search for contacts based on both contact- and account-related information. So i added some custom fields to both the accounts and contacts-modules and now i'm looking for a way to easily add those custom (and some standard) accounts-fields to the search function of the contacts-modules, so that our Sales team would be able to look up contacts based on their industry, the number of employees and the custom fields i added.

    I guess the first step would be to edit the $query variable in Contacts.php to join the accounts_cstm table, too. Something along the lines of this, i'd guess:

    PHP Code:
        // add a join to the accounts table.
                
    $query .= "
                    LEFT JOIN accounts_contacts
                    ON contacts.id=accounts_contacts.contact_id
                    LEFT JOIN accounts
                    ON accounts_contacts.account_id=accounts.id
                    LEFT JOIN accounts
                    ON accounts.id=accounts_cstm.id_c 
    But then where to go on?

    Tried the forums-search, but either there was no topic related to this problem or i entered the wrong terms, dunno.

    Thanks in advance

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