Results 1 to 7 of 7

Thread: Relationships for contacts with multiple accounts

  1. #1
    tlck9 is offline Sugar Community Member
    Join Date
    Aug 2006
    Posts
    18

    Default Relationships for contacts with multiple accounts

    Hi there

    I am a requirement to assign a contact to multiple accounts can this be done.

    The contact will work over potentially 20 different accounts

    If this is possible then can you lte me know how this is possible and how much technical ability I'm going to need

    Many Thanks

  2. #2
    sugarcane is offline Sugar Community Member
    Join Date
    Apr 2005
    Location
    Chicago, IL
    Posts
    1,207

    Default Re: Relationships for contacts with multiple accounts

    this can already be done. If you have a contact who is currently linked to Account A, and you want to add this person to Account B, click into Account B, scroll to the Contacts subpanel, click the select button, and select your contact. You can do this any number of times and add the contact to any number of accounts. Keep in mind that the Account Name field on the Contact record will always update to display the most recent account you added them to.
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

  3. #3
    tlck9 is offline Sugar Community Member
    Join Date
    Aug 2006
    Posts
    18

    Default Re: Relationships for contacts with multiple accounts

    thanks for the quick response that helps a great deal, I had visions of having to input the person several times over, but this works

    Thanks

  4. #4
    mvngti is offline Sugar Community Member
    Join Date
    Oct 2007
    Location
    South Africa
    Posts
    510

    Default Re: Relationships for contacts with multiple accounts

    Hi,

    I am attaching a small module that will display an Accounts subpanel on the contact showing all the accounts it is linked to. I happened to build this for a demo the other day.

    M
    Attached Files Attached Files
    --


    Marnus van Niekerk

    There are only 10 types of people in the world
    those who can read binary and those who don't

    Modules:
    CE Teams - Upgrade safe teams module for Community Edition
    FieldACL - Field Level Access Control for Community Edition
    EditLogicHooks - Create and edit Logic Hooks from the Admin GUI
    FlexibleChartDashlet - Display any data in a Dashlet Chart
    DocumentThumbnails - Thumbnails for Documents module

    Many questions can be answered by reading the Developers Manual

  5. #5
    se1269 is offline Member
    Join Date
    Dec 2009
    Posts
    12

    Default Re: Relationships for contacts with multiple accounts

    Hi mvngti,

    The module you designed seems to be what I am looking. I am pretty new to SugarCRM.
    Could you tell me if it works with v5.2.0?

    Thanks

  6. #6
    mvngti is offline Sugar Community Member
    Join Date
    Oct 2007
    Location
    South Africa
    Posts
    510

    Default Re: Relationships for contacts with multiple accounts

    Should work perfectly in 5.2 - it was built for 5.2.0j Enterprise.

    M
    --


    Marnus van Niekerk

    There are only 10 types of people in the world
    those who can read binary and those who don't

    Modules:
    CE Teams - Upgrade safe teams module for Community Edition
    FieldACL - Field Level Access Control for Community Edition
    EditLogicHooks - Create and edit Logic Hooks from the Admin GUI
    FlexibleChartDashlet - Display any data in a Dashlet Chart
    DocumentThumbnails - Thumbnails for Documents module

    Many questions can be answered by reading the Developers Manual

  7. #7
    se1269 is offline Member
    Join Date
    Dec 2009
    Posts
    12

    Smile Re: Relationships for contacts with multiple accounts

    Great Stuff!
    Exactly what I was looking for.

    Thanks very much

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Replies: 2
    Last Post: 2011-07-30, 05:18 PM
  2. Muliple Relationships between Contacts and Accounts
    By paul.pierre in forum Developer Help
    Replies: 5
    Last Post: 2009-07-28, 07:13 PM
  3. Where is the Accounts/Contacts relationships?
    By jim.thornton in forum Developer Help
    Replies: 3
    Last Post: 2009-06-26, 09:41 PM
  4. Replies: 0
    Last Post: 2009-03-17, 09:31 PM
  5. Replies: 1
    Last Post: 2009-02-05, 07:20 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •