Multiple ACCOUNTS for one CONTACT?

[bleggee]

I deal with many part-time people that do work for multiple Companies ... hence I need to have multiple Accounts related to 1 contact (Many-to-Many). Can Sugar CE (or Pro) do this ? I thought this would be done under Studio/Relationships, but it looks like my Accounts already shoes a Many-to-Many relationship ... how can I get this to work?

[andopes]

Yes, it is possible to accomplish.
The relationship between Accounts and Contacts is Many to Many.

You just need to:
Create an extended layoutdefs for Contacts and add a subpanel for Accounts, the required relationship already exists.
Go to Admin -> Repair -> Quick Repair and Rebuild

Cheers

[Thorsten Vieten]

I think I had found the below on the forums a while ago:

1. Copy file <sugar>/modules/Contacts/metadata/subpanels/ForAccounts.php to folder <sugar>/modules/Accounts/metadata/subpanels/
2. edit file <sugar>/modules/Contacts/metadata/subpaneldefs.php adding to the subpanels arry the following code:

PHP Code:

'accounts' => array(
   'order' => 90,
   'sort_order' => 'asc',
   'sort_by' => 'name',
   'module' => 'Accounts',
   'subpanel_name' => 'ForAccounts',
   'get_subpanel_data' => 'accounts',
   'add_subpanel_data' => 'account_id',
   'title_key' => 'LBL_MODULE_ID',
   'top_buttons' => array(
    array('widget_class' => 'SubPanelTopButtonQuickCreate'),
    array('widget_class' => 'SubPanelTopSelectButton', 'mode'=>'MultiSelect')
   ),
  ),

1. Admin->Repair->Clear Template Data Cache
2. Admin->Repair->Rebuild Relationships

[bleggee]

Works perfect ... You guys are the best ! Thanks

Brian

[bleggee]

Looks good ... one last question now that I have all the data loaded, with Many-to-Many for Accts<>Contacts:
If I do a List View on Accounts, I see one of each record (even though there are more than 1 Contact assoc with that Account)
HOWEVER
If I do the opposite ... List View of CONTACTS, I see Multiples of the Contact (one for each Account associates with it) ... even though it is not a duplicate contact (If I make a change to 1 contact, all receive that change).
Do we have any control over this? I want to have the Contacts listed 1 per ... just like Accounts ... no "multiples" showing

[Thorsten Vieten]

Hm, not that I am aware of. The view comes just naturally from the relationships. I mean, on the one hand you want to maintain the data, on the other hand you don't want to display it. Only way to accomodate it I think would be to specify the type of relatiobship the contact has with each account. Then filter out those unwanted relationship types. But this quick solution above doesn't cater for that and it's beyond my knowledge how to implement that :-)