Adding 'Partner' selection field in 'Opportunities' creation page

💬 General Discussion
1

I am new to SuiteCRM.

I was wondering about having [color=#008800]Partner[/color] option in opportunities creation page, This may be required irrespective of [color=#0044ff]Lead source[/color]. Say, The opportunity is collaborated with a partner and details of the [color=#448800]Partner[/color] need to captured.

Or is there an alternative method to achieve this ?

Please guide me.

Thanks in advance!

2

You would need to Create a new Partner Module and relate it with Opportunities module. or if you only need to save Partner Name, then this can be a custon field in the Opportunities. You can do it via Admin->Studio.

3

Thank you for a very quick reply.

Based on your explanation, I feel my need is to create Partner and relate it to Opportunities. Can this be done via Admin–> Studio ? Could you please share a reference to get this done.

Thank you.

4

Please read the SuiteCRM Documentation on how to add relationships.

5

Sure, Thank you. :slight_smile:

6

Why not use Accounts module for Partners?

You get a ton of existing functionality when you use existing modules instead of creating new ones.

For some (too extensive) background, maybe read this https://pgorod.github.io/Concepts-Accounts-Contacts/