Select Multiple Account like Contacts

[chrislynch8]

Hi,

When I select Contacts from under an Account - In the popup window that appears I can use the checkboxes to select multiple Contacts to relate to the Account.

When in Contacts - And I press the Account Select button I do not get the checkboxes - how can I add that to the popup window that appears for Account Selection.

I have 5.0.0i Pro

Rgds
Chris

[sugarcane]

Hi Chris,

this is because an account can have any number of contacts, but a contact can only have one main account. So when you click the select button from the account field on the contact edit view, you are only allowed to select one main account.

[chrislynch8]

Hi,

But how can I change this in the popup- in my system a Contact can belong to more then one account.

Rgds
Chris

[ChristineCapra]

This is a feature that is very important to me as well - so I'm hoping someone has a better answer!

[andopes]

Hi Chris,

this is because an account can have any number of contacts, but a contact can only have one main account. So when you click the select button from the account field on the contact edit view, you are only allowed to select one main account.

Actually the relationship between Accounts and Contacts is M:M, but Sugar had been configured to deal with this relationship as 1:M, but you can add the Accounts subpanel under Contacts through extended Contacts layoutdefs. You also can remove from layout the Account Name field.

Cheers

[chrislynch8]

Hi,

Ye have misread my issue.

I have the Accounts subpanel under by Contacts, What I want is that when I press the Select button in the Accounts subpanel under contacts. I have teh checkboxes on the left in teh popup windows that allows me to select more then one Account at a time.

Rgds
Chris

[andopes]

You need to do the following:
1. Create an extended vardefs for Contacts where you will redefine the subpanel name for Accounts:

 <?PHP
$layout_defs['Contacts']['subpanel_setup']['accounts']['subpanel_name'] = 'ForContacts';
?>  

2. Copy the file modules/Accounts/metadata/subpanels/default.php to modules/Accounts/metadata/subpanels/ForContacts.php
3. Edit this new file and replace this line

         array('widget_class' => 'SubPanelTopSelectButton', 'popup_module' => 'Accounts'), 
  

By this one:

         array('widget_class' => 'SubPanelTopSelectButton', 'popup_module' => 'Accounts','mode'=>'MultiSelect'), 
  

Go to Admin -> Repair -> Rebuild Extensions

Cheers

[chrislynch8]

Hi,

Thanks, I will check that out and let you know how I got on.

Thanks again

Rgds
Chris

[chrislynch8]

Hi again,

That is perfect, thats exactly what I wanted to do.

Thanks

Rgds
Chris

[Raven24]

I was looking for the same thing but for the Projects module.
It seems that in the modules/Project/metadata/subpaneldefs.php in the top_buttons array it is enough to change

 array('widget_class' => 'SubPanelTopSelectButton', 'popup_module' => 'Accounts'), 
  

to

 array('widget_class' => 'SubPanelTopSelectButton', 'popup_module' => 'Accounts','mode' => 'MultiSelect'), 
  

... I didn't have to edit the subpanel itself.