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Thread: Master Customer Account

  1. #1
    orzo is offline Sugar Community Member
    Join Date
    May 2005
    Posts
    79

    Default Master Customer 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.

  2. #2
    orzo is offline Sugar Community Member
    Join Date
    May 2005
    Posts
    79

    Default Re: Master Customer 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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