Cases and Contacts

SuiteCRM Forum - English Language Developer Collaboration
1

Hi! If someone has time could you please help me. In cases module I have added a new required field relating to contacts and it works well. I need it to show contact in case list view. However, since cases and contacts have many to many relation, when I go to contacts it does not show cases associated with that contact when contact is entered into this new field in cases.
This means that I would have to enter contact twice in my cases. Once in the required filed I created and once in the subpanel to relate case to contact. Is there a way to make entering contact into my field in the case module relate the case to that contact without entering into subpanel or to automatically copy thing I entered in my field to subpanel.

Entering account into required field in the case module, automatically makes case show when viewing account, but I guess this has to do with one to many relation between the two.

I hope you can understand what I am asking :wink:

1 Like
2

Hi there,

Your solution doesn’t sound optimal, as you would only ever be able to show 1 contact by standard. You could make code customisations via logic_hook or similar to grab all contacts and display them on a custom list view item.

Thanks,

Will.

3

Hi,

I have exactly requirement as topic starter.
Created custom relate field for Contacts as required field. It works fine, however I need the custom contact selected to be appear automatically as well on subpanel.

Anyone have solution? Thank you

4

This is exactly what I’m looking for, anyone have any thoughts? We base Cases on Contacts, not Accounts, most contacts are under a few top level general Accounts. We have a custom field in a Case to select an existing Contact, but want a subpanel in the Contact now that shows the related Cases.