Multiple associations for Accounts and custom module

[gdpodesta]

Am new to Sugar, so pardon any terminology errors.

Have created a new "Vendors" module based on company, and all is good.

The requirement is to have "approved" vendors for accounts. In other words, I need to go into Vendors and select which Accounts they're approved for, or go into Accounts and choose which Vendors are approved for them.

Have been tinkering with relationships, fields, etc., but don't seem to be making the connection as to how to do it. Is this possible? If so, would someone outline the steps to accomplish it?

Thanks in advance....am discovering the power of Sugar, and have to say it - "It's Sweet"!!

[davidboris]

Hello,

If I have understood your requirement well, you will have many Accounts for Vendors and want to see records in both the modules. Create "Many to Many" relationship and you will have subpanel of Accounts in Vendor's detailview and vice a versa. And then you can relate Accounts to Vendors through its detail view.

[gdpodesta]

Thank you good sir....

for further clarification of relationships:
What must be in place to ADD a new Vendor when searching for it from the Account Edit view? I can search for Vendors, but am unable to add a new one, but in reverse, I am able to Add a new account while editing the Vendor. I am having this same trouble while trying to add to one custom module while editing another custom module.

Have been tinkering with the the Relate data type, and am curious what the difference is between using a Relate (to Account) field on the Edit View layout designer versus using the Relationship "field" on the EditView layout design.