Please help me attach/link documents to accounts

[ruPPa]

I need to be able to attach uploaded documents to accounts. I need this functionality now. It looks like some developers have done this before, but I have no idea how to implement, install.

Thank you in advance,

Aaron

[mvngti]

Simple way - Upgrade to 5.2 (at least 5.1) and use the new features in Studio to create a Many2Many relationship from Accounts to Documents.

Less simple - create the above on a clean 5.2 instance and copy the extended Vardefs and Layout files created in custom/Extension/modules/Accounts/Ext/ etc. to your live instance.

Even less simple - create the extended vardefs and layoutdefs files yourself.
See http://www.sugarcrm.com/wiki/index.p...s_in_Sugar_5.1

[ruPPa]

Thank you for your quick reply... you made my day.

I am already in 5.2 and I am now in the Studio. How do I create that many to many relationship?

[mvngti]

Studio => Accounts => Relationships => Add Relationship

[ruPPa]

Nevermind. I got it.

Thank you for your help

[ruPPa]

Oh, I didn't see your reply. Thank you for your response.

This is sweet that it is going.


Thank you a million times over.

- ruPPa