Contact - Accounts subpanel missing

SuiteCRM Forum - English Language SuiteCRM General Discussion
1

Hi all,

  1. As Contacts is a Many to Many relationship with Accounts, should an Account subpanel be visible on the Contact view? Is this possible to add?
  2. If a Contact can only be linked to One account by default (which seems to be the case), then during Lead conversion why is the Account not being saved to the Contact?
2

It looks like you could use this little background reading

https://pgorod.github.io/Concepts-Accounts-Contacts/

To get some of the behaviours you’re looking for, some small code customizations might be needed. Can you code?

3

Hi,

Thanks for the quick reply and the link. That is how I understood the Account/Contact relationship to work but it is a bit bizarre.

When I am converting a Lead to a new Contact, I select the Account on the Lead Conversion Contact form and save. The CRM creates the new Contact, the account_contacts relationship and the Contact is visible from the Account’s Contact subpanel - all as expected.

However, from the Contact view, the Account field is empty despite the relationship being there. I have to go to the Contact edit page and re-select the Account and save - only then is the Account name populated from the Contact side. I hope that makes sense?

I can code although I’m still at the bottom of the learning curve for SuiteCRM! I just want to get the Lead conversion working more than anything. Adding Account subpanels to the Contact view can come at a later date.