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Thread: See contacts of a child account in a parent account

  1. #1
    Angel Albamonte is offline Junior Member
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    Default See contacts of a child account in a parent account

    Hi,

    I am linking accounts to other accounts using the member of: field.

    When I am in the parent account, I would like to see in the contacts section all the contacts from the accounts that are member of this parent account.

    Also with projects and other modules. When I see A Parent object I would like to see all the objects from the child, (ej, note, files, etc). For example If I get into a project, I would like to see all the notes and things from the objects of that project (ex. contacts, tasks,)


    Any idea?

    thanks,

    angel

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: See contacts of a child account in a parent account

    Not possible out of the box. You'd need to create some custom views to get it to do that.
    Regards,

    Angel Magaña
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
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  3. #3
    Angel Albamonte is offline Junior Member
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    Default Re: See contacts of a child account in a parent account

    Hi Angel,

    Thanks for your prompt replay,

    Could you please let me know how can I do it?

    I want to see in the contacts of a parent, the contacts of it child. And the same with the rest of the items, (notes, etc).

    I just want to see all the objects of that Parent.... Is it to complicated?

    Thanks,

    Angel

  4. #4
    Angel Albamonte is offline Junior Member
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    Default Re: See contacts of a child account in a parent account

    Any clues?

    Is it to complecated?

    Thanks,

  5. #5
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: See contacts of a child account in a parent account

    Quote Originally Posted by Angel Albamonte View Post
    Hi Angel,

    Thanks for your prompt replay,

    Could you please let me know how can I do it?

    I want to see in the contacts of a parent, the contacts of it child. And the same with the rest of the items, (notes, etc).

    I just want to see all the objects of that Parent.... Is it to complicated?

    Thanks,

    Angel
    I believe it is possible through a function based subpanel.
    Take a look into modules/Campaigns/metadata/subpaneldefs.php and modules/Campaigns/Campaign.php

    Cheers
    André Lopes
    DevToolKit / Project of the Month - June 2009
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    e-mail: andre@lampadaglobal.com

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    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  6. #6
    Angel Albamonte is offline Junior Member
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    Default Re: See contacts of a child account in a parent account

    Hi Andopes,

    Thanks for the Tip but I do not know how where to access to the links you sent.

    I copied the link in my browser after my sugar domain and nothing happens...

    Could you explain further?

    thanks

  7. #7
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: See contacts of a child account in a parent account

    Hi Angel

    You have to implement, by hand, a new view to accomplish your requirement.
    So you would implement the same stragegy inside these files.
    You can access them through your file system.

    Regards
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

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