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Thread: How to automatically link all contacts of an account with a particular opportunity?

  1. #1
    labaslelikas is offline Junior Member
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    Default How to automatically link all contacts of an account with a particular opportunity?

    When I create a new opportunity and then link it to a certain account I have to manually choose which contacts of that account shoul be shown in subpanel 'Contacts' of my opportunity.

    The question is how can I automatically link all contacts of an particular account (that is linked to my opportunity) with my opportunity?

    (I mean how can I get contacts of an account automatically be shown in the subpanel "Contacts" of my opportunity, liked to that account?)

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: How to automatically link all contacts of an account with a particular opportunit

    Best way would be through a logic hook as you could have it fire when the Opportunity is saved.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
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  3. #3
    labaslelikas is offline Junior Member
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    Default Re: How to automatically link all contacts of an account with a particular opportunit

    Quote Originally Posted by Angel View Post
    Best way would be through a logic hook as you could have it fire when the Opportunity is saved.
    Ok, if I understood you correctly, i shoul write some SQL-code in a logic hook that will insert all contacts from opportunity's account to "opportunities_contacts" table? Is it correct, or there is other way?

    If it's correct could you please give me a small example of how to do that (I'm new to SugarCRM...)

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