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Thread: Need to add contact name to cases

  1. #1
    pjaway is offline Member
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    Sep 2008
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    Question Need to add contact name to cases

    Hi

    Please can you give me some advise.

    I need to add contact frist name and surname to the cases mod.

    I have looked at a couple of threads on this - but am still unclear how to go about this.
    sorry very new to sugarcrm

    Using commuity edition version 5.1.0 build 4732

    Thanks in advance

    Paul

  2. #2
    MatR is offline Sugar Community Member
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    Jul 2007
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    Default Re: Need to add contact name to cases

    Hello pjaway,

    You can use the studio to add a custom"relate" field in Cases which is related to Contacts module.
    Mathieu Rodrigues
    Consultant CRM
    CARRENET - SugarCRM Gold Partner
    >>> Suivez notre actualité sur Twitter ! http://twitter.com/carrenet

  3. #3
    pjaway is offline Member
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    Default Re: Need to add contact name to cases

    Thanks that worked very well !

    :-)

  4. #4
    allanlee is offline Junior Member
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    Oct 2008
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    Default Re: Need to add contact name to cases

    How did you accomplish this? In Studio, I added a relationship between Cases and Contacts. Now I want to add the Last Name to the required field in all the layouts. The contact fields are not available as an option to grab from the Toolbox window. How do we make those fields appear in the toolbox?

  5. #5
    MatR is offline Sugar Community Member
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    Default Re: Need to add contact name to cases

    Hello allanlee,

    In studio, you have a type of field called "relate" which you can create. This type can relate two modules. So you can have a custom relate field in all your modules.
    Last edited by MatR; 2008-10-14 at 08:20 AM.
    Mathieu Rodrigues
    Consultant CRM
    CARRENET - SugarCRM Gold Partner
    >>> Suivez notre actualité sur Twitter ! http://twitter.com/carrenet

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