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Thread: How to add a field in Opportunities ??

  1. #1
    manfree's Avatar
    manfree is offline Senior Member
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    Default How to add a field in Opportunities ??

    Dear all

    I am now using SugarCRM CE
    I have created a "product" module, that stores all the product information.

    I would like to add a "product" field in "Sales->Opportunities", in order to know this sales opportunity is refer to the particular product...

    so, how can I do that ??

    Thanks
    Sam

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: How to add a field in Opportunities ??

    You need to establish a relationship between the Opportunities module and your Products module.

    You might also want to try adding a relate field in the Opportunities module and have it link to your Products module, although I can't remember offhand if it would allow you to relate it to a custom module.

    This can be done via the customization Studio.
    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
    manfree's Avatar
    manfree is offline Senior Member
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    Default Re: How to add a field in Opportunities ??

    Thanks ~~ problem solved

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