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Thread: Relate field from Cases to Contracts

  1. #1
    REByers is offline Sugar Community Member
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    Default Relate field from Cases to Contracts

    I want to add a field in a case so that the case can display the contract type from the account the contract and case relate to.

    In module builder I added the relate field, but the contracts module does not appear in the available list.

    Is there any reasonfor this? And how can I make it appear?

  2. #2
    rbutton is offline Junior Member
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    Default Re: Relate field from Cases to Contracts

    Did you ever found a way to include the contract in a case. I want the support rep to check if the client is under a valid support contract. For each unit sold, a contract would be generated. The client will have to provide the contract # (in our case this will be the serial number of the box). The support rep will review if such contract is valid or not.

  3. #3
    REByers is offline Sugar Community Member
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    Default Re: Relate field from Cases to Contracts

    I had a reply saying this was to be included in 5.1.

    In the mean time I just created a flex relate field (in the cases module) to the contract type field in teh contract record. That is OK for us for now.

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