I can assign a contact to a project task at the Gantt view.
But at the list view of project tasks the contact is not visible!
Is there a solution?
I donât use Projects, so I might be missing something here, butâŚ
I believe the Project List view shows a list of ârelated contactsâ; this seems to be at Project level, not at âProject Tasksâ level.
But when you assign a contact from the ânew taskâ in Gantt view, thatâs an âassigned contactâ, which is a different thing. That is a field in the Task, not a relationship. And it is at Project Task level.
I hope this helps.
Hi PGR,
I have noted the exact same issue in Projects.
The âAssigned Toâ field is only filled in with a name on both the âproject tasksâ and âview ganttâ displays IF the name belongs to a SuiteCRM User.
If you try to assign a task to a name that is a SuiteCRM contact then the âAssigned Toâ field will be blank on the âproject tasksâ display but filled in on the âview ganttâ display.
The only way around this I could think of would be to create the Contact as a User but that would be an extra time overhead and confusing.
It would be good if this could be fixed.
p.s. I am using SuiteCRM 7.10.7.
Thanks,
Synt
The Assigned-to mechanism is central in SuiteCRM and it is meant to be just for users. It helps you get people in your organization to take responsibility for items. So it definitely shouldnât include Contacts.
Maybe you just need to add a relationship between Contacts and Projects (or Project Tasks?) if you want to track that information.
Hi PGR
I see. It is part of the organizational design - clever.
So can you tell me how I create a relationship between a contact and a project or project task?
Many Thanks,
Synt
See the Docs for Studio
https://docs.suitecrm.com/admin/administration-panel/studio/#_relationships
After creating the Relationship you will see a subpanel to check the relations and edit them. You might want to add other items to some screen layouts to see it displayed elsewhere.