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Thread: Relationship between Accounts and Projects

  1. #1
    knoop is offline Sugar Community Member
    Join Date
    Aug 2010
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    79

    Default Relationship between Accounts and Projects

    Dear members,

    I'm configuring a new system in 6.1 CE. Standard I see a 'many to many' relationship between Accounts and Projects. When I want to add a new project in the Projectmodule a can't add the relationship with an account.

    Off course there's the possibility to add a new relationship, but then I've got 2 projects subpanels in my Accountmodule.

    Can someone explain how the fix this relationship?

    Thanks for your help!
    Prod: Version 6.1.0 (Build 5389)
    Test: Version 6.4.2 (Build 7526)

  2. #2
    TomasM is offline Junior Member
    Join Date
    Mar 2010
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    2

    Default Re: Relationship between Accounts and Projects

    Hi, I am facing the same problem (5.5.0). Does anyone have any idea how to simply add an account in Project module and then display all projecs in account view? Thanx, Tomas

  3. #3
    knoop is offline Sugar Community Member
    Join Date
    Aug 2010
    Posts
    79

    Default Re: Relationship between Accounts and Projects

    I don't know what changed, but I now see a relate to account field where I can add an account. Things like pre-fill work allright. The problem is, when I save the project the relation with the account dissapeared. The account field is empty in detailview.

    Anyone a suggestion how to fix this relationship?


    ---------------

    I can add an account with the help of the subpanel in projects detailview, but I want to do it with a 'relate to' field. I want a one-to-many relationship between organisations and projects.
    Is it possible to fix this or to delete de default relationship?
    Last edited by knoop; 2010-12-06 at 03:05 PM.
    Prod: Version 6.1.0 (Build 5389)
    Test: Version 6.4.2 (Build 7526)

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