Hi there,
I am quite new to SuiteCRM, so please point me in the right direction if this already has been asked here.
I am trying to make a calculated field based on the values of the Closed Won contracts. So I want to fetch the total amount of the running contracts and add that to one field on an account level.
Is this something that can be configured out of the box? If yes, how could I manage this?
There might be differences if you need to show it for each account in…
list view
detail view
subpanels of other records
Which is it? So I can advise you with more precision on where to put your code.
About the actual calculus, I would probably go with a direct query to the database, not the most elegant solution, but fast and simple. You can Google for direct SQL access in SuiteCRM, you’ll find examples.
I do appreciate your replies. I think this is a bit above my technical understanding of things as I am not a developer and was hoping for a clear step tutorial or someone who already had accomplished the same.
Have a look at the Reports module. It’s a bit complex sometimes, but at least it’s all drag-and-drop, intended for end-users. You won’t get the information visible on the detail view, but at least you should be able to get a list of totals by account.