Results 1 to 5 of 5

Thread: How to make Account Name not required in Cases Module?

  1. #1
    bullydog is offline Junior Member
    Join Date
    Dec 2008
    Posts
    3

    Default How to make Account Name not required in Cases Module?

    Is there a way in the Cases Module to make the Account name not required? For my cases they can either be associated to an Account or a Contact. I have added the Contact relationship but both Account and Contacts need to be optional. Is this possible?

    I even notice when you create a case in the Contact module it requires an Account name. I need to change this requirement as well.

    Thanks,

  2. #2
    sugarcane is offline Sugar Community Member
    Join Date
    Apr 2005
    Location
    Chicago, IL
    Posts
    1,207

    Default Re: How to make Account Name not required in Cases Module?

    hello,

    generally, if you create a case from the contact detail view, it will pull the contact's account.

    To unrequire the Account Name field:

    custom/Extension/modules/Cases/Ext/Vardefs/[filename].php:

    $dictionary['Case']['fields']['account_name']['required'] = false;
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

  3. #3
    bullydog is offline Junior Member
    Join Date
    Dec 2008
    Posts
    3

    Default Re: How to make Account Name not required in Cases Module?

    I think I am using Sugar a little different. I am using Accounts for Companies and Contacts for individuals. We provide tech support to both. I do have contacts assigned to accounts if they are associated with that account but I also have thousands of Contacts that are consumers and not associated with an account. I need to be able to assign a case to a Contact if they are a consumer or assign a case to an Account if it is a business.

    It seems that Cases are only designed to be assigned to an account and that all contacts should also have an account. I guess I don't see the point of creating an account for just an individual when the Contact module stores everything I need. It just makes it so I have to link Contacts to all the other Modules so I can use them without using an Account.

    Any other suggestions for this?

    Thanks for the input in advance, just want to get this set up correctly the first time.

    I am currently using Sugar 5.2 pro.

  4. #4
    bullydog is offline Junior Member
    Join Date
    Dec 2008
    Posts
    3

    Default Re: How to make Account Name not required in Cases Module?

    Tried this and it is still requiring the Account field. Any other options?


    Quote Originally Posted by sugarcane View Post
    hello,

    generally, if you create a case from the contact detail view, it will pull the contact's account.

    To unrequire the Account Name field:

    custom/Extension/modules/Cases/Ext/Vardefs/[filename].php:

    $dictionary['Case']['fields']['account_name']['required'] = false;

  5. #5
    sugarFLO is offline Sugar Community Member
    Join Date
    Jun 2009
    Posts
    45

    Default Re: How to make Account Name not required in Cases Module?

    Thank you! That worked for me!

    you have to do Admin->Repair->Quick Repair and Rebuild afterwards.

Thread Information

Users Browsing this Thread

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

Similar Threads

  1. How to make a field NOT required
    By kinshibuya in forum Help
    Replies: 9
    Last Post: 2010-12-30, 03:11 PM
  2. Developing the Account Search Pop-Up in the Cases Module
    By khetrick in forum Developer Help
    Replies: 3
    Last Post: 2009-03-17, 02:18 PM
  3. How to make account name NOT required in Opportunities
    By ptemplin7 in forum Developer Help
    Replies: 9
    Last Post: 2008-12-05, 07:55 PM
  4. Make Account Name a required field
    By MORAND in forum Developer Help
    Replies: 6
    Last Post: 2006-07-20, 09:52 AM
  5. Make a new Cases Module
    By clahti in forum Developer Help
    Replies: 1
    Last Post: 2006-06-08, 11:29 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
  •