My users have requested I add a new set of fields into the tasks module. There are occasions where a task will involve multiple contacts and they would like to link those contacts like the single contact link is being done.
The idea was to create a new section in the task with a list of 5 or 6 contact boxes where users can select applicable contacts. The trouble is, I cant see how the existing contact field is setup so I’m not sure how to safely duplicate it…
Can someone help me understand how that pariticular field is made? can it be easily duplicated?
In Studio, try adding a new one-to-many or many-to-many relationship from Tasks to Contacts. That should make a new Contacts subpanel appear under each Task record.
Hello Nic,
like pgr mentioned, adding a relationship is a good approach.
Check out this video on how you can accomplish this:
In case you don’t want to have a subpanel and maybe you would like to point out the roles of users related to a task
(initially reported by, responsible, decision maker, …) you can use relate fields as well and call those fields accordingly.
https://support.sugarcrm.com/knowledge_base/studio_and_module_builder/introduction_to_relationships_and_relate_fields/
