Show Account fields in Contact view?

[traynor]

Hi-

Is it possible to set up Contacts view so that we can see the associated Account information there also?

For example, Acme Account has custom fields in it, and when I view a Contact associated with that Account I want to see the Account custom fields in the Contact view so I don't have to click to view Account to see them.

How do I do this?

Thanks.

[christianknoll]

you need to load the info in the bean and send it to the form and there disply it. Requires some php knowledge but should be easy to do. Just did a similar thing for a customer where we displayed contacts for an account in a call and did let them choose with a radio button to whom to build the relationship. Also had account infos in the call screen.

chrstian.

Hi-

Is it possible to set up Contacts view so that we can see the associated Account information there also?

For example, Acme Account has custom fields in it, and when I view a Contact associated with that Account I want to see the Account custom fields in the Contact view so I don't have to click to view Account to see them.

How do I do this?

Thanks.

[traynor]

Is there a way to do this through the Admin Studio?

If no, what is the format for this upload to the bean? Can I export the current accounts and import them somehow via .csv? What .php files need to be modified and how?

Or, can you link me to some documentation of the process for this request?

[andopes]

Hi-

Is it possible to set up Contacts view so that we can see the associated Account information there also?

For example, Acme Account has custom fields in it, and when I view a Contact associated with that Account I want to see the Account custom fields in the Contact view so I don't have to click to view Account to see them.

How do I do this?

Thanks.

1. Create an extended vardefs for Contacts and add into it the fields from Accounts module, as they are into Accounts module, these fields on Contacts module need to have the attribute 'source' => 'non-db';
2. Go to Admin -> Repair -> Rebuild Extensions;
3. Go to Admin -> Studio -> Contacts -> Layout -> add the pseudo fields into appropriate layouts;
4. Create a custom controller for Contacts and implement the methods action_detailview and action_editbiew. Inside both modules you need to retrieve the related Account from database and fill in pseudo Contacts fields according to values on Account;

Cheers

[traynor]

1. Create an extended vardefs for Contacts and add into it the fields from Accounts module, as they are into Accounts module, these fields on Contacts module need to have the attribute 'source' => 'non-db';
2. Go to Admin -> Repair -> Rebuild Extensions;
3. Go to Admin -> Studio -> Contacts -> Layout -> add the pseudo fields into appropriate layouts;
4. Create a custom controller for Contacts and implement the methods action_detailview and action_editbiew. Inside both modules you need to retrieve the related Account from database and fill in pseudo Contacts fields according to values on Account;

Cheers

Hi Andre - thanks for the help.

Question: Can I create the extended vardefs from inside the Sugar Admin section or do I need root ftp access?

We're evaluating a trial of Sugar that's hosted at sugarondemand.com...

[mmllcid1]

could you provide sample code for the vardefs.ext.php file?
for example i have a custom field in accounts called subtype_c that i want to display on my Contacts list view. I've been working on this a while and can't seem to make it work.

Thanks for any help you can provide.

[traynor]

I've transitioned to Community Edition and am now able to edit files on the server - can we "re-open" this thread?

How do I create an "extended vardefs"? Will this be a new .php file, or will it be an addition to a vardefs.php file that already exists?

I found "vardefs.php" file in the modules/Contacts/ folder and also one in the modules/Accounts folder. Do I make additions to either of these vardefs.php files, or both (or neither)?

I'm also reading up on Vardefs at the Sugar Wiki. Is there a section in here that outlines this process or sheds more light on it?:

http://www.sugarcrm.com/wiki/index.php?title=Vardefs

Or, did you figure out your solution for this mmllcid1 ??

[Moher]

Bump...some insight or pointing in the right direction for extended vardefs and how they relate to showing Account custom fields in Contacts would be EXTREMELY helpful!!