I’d like to make a relationship between Opportunities and Contacts so that when i create a new Opportunity i can assign a contact to it.
There is already a Opportunities_contact relationship in Many to Many but i can’t see the contact field while editing the different views.
I tried to create another Many to Many where Contacts is the primary module but it does not appear anywhere…
I tried to create a One to Many relationship where Contacts is the primary module but it justs says "An error as occurred…
I also tried a One to One relationship and it worked but in the PDF builder that i need to setup afterwards, the links to that contact (name, email address,etc) where inaccurate.
Have you ever had this kind of problem before ?
Or if you could point me in the right direction I’ll be very happy !
In the default configuration (you can check it on the online demo, demo.suiteondemand.com, user: will, pass: will) there is a relationship between Opportunities and Contacts.
In an Opportunity’s Detail view, scroll down to the Contacts subpanel, and click to “Add” from the action menu.
Yes i can see the relationship between the 2 modules but when i edit my PDF template, i can’t access the Contact’s informations trough the “Insert Field” drop boxes and i absolutely need them…
I’m not unfortunately… I’m still in computer engineering school but i’m doing an internship in a company and my goal is to upgrade their current CRM with Suite.
So no i do not know what a logic hook is.
The idea I had was that you could create a custom field in Opportunities to hold the assigned contact, right there on the record, so you could use it in PDF templates easily.
The logic hook would do the work of watching for a relationship add (when you link the Contact) and copying the username (and maybe id) into the Opportunity’s custom field.
I tried to setup a logic hook but i wasn’t successful.
BUT what i did is I went into the vardef.php config file and added a contact_name with almost the same informations than the account_name already implemented into that file.
This allows me to have a contact field while editing the views in studio and when i’m editing the opportunity, the pop-up contact field works just fine.
Also, this link is recognized in the PDF template builder.
The only problem that i have yet to figure is that when i press save, i get a blank page and i don’t know why…
Any help ?
Thanks a lot
Did you run a Quick Repair and Rebuild? When you do, make sure you scroll down to the bottom and if there is a button to “sync vardefs with database”, press it.
I decided that i should restart fresh so what i did is i stopped messing with the Opportunities module and I created a new custom module based on it.
So, i just made the relationships that i wanted and wasn’t bothered by the rest.
Then i followed this tutorial to make this Pint pdf function and it worked just fine