Is it possible in Sugar to have a primary account associated with a project? I like being able to have multiple accounts, however there usually only one customer cutting a the check. That way in the list view you could show projects by account.
Is it possible in Sugar to have a primary account associated with a project? I like being able to have multiple accounts, however there usually only one customer cutting a the check. That way in the list view you could show projects by account.
I resolved this by adding a couple of custom fields to the projects module:
Customer Account ID
Customer Account Name
Then I incorporated them into the listview, detailview, and editview. I used the account lookup popup to make it easy to browse to a primary account. This works great.
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