Contact Role in Opportunit

[luan.tiburcio]

I need to choose a contact’s role in the opportunity sub-panel. However, I haven’t found where to select this through the interface, only through the API and the database.

[dhuntress]

Helloooo

Edit this file

/var/www/html/suitecrm/public/legacy/modules/Contacts/vardefs.php

Add this line

‘opportunity_role’ =>
array(
‘name’ => ‘opportunity_role’,
‘type’ => ‘enum’,
‘source’ => ‘non-db’,
‘vname’ => ‘LBL_OPPORTUNITY_ROLE’,
‘options’ => ‘opportunity_relationship_type_dom’,
‘studio’ => true,
),

Here;

Do a Repair & Rebuild

Then head to Studio > Contacts > Fields
You will be able to see the opportunity_role field - you should then be able to add this field into the Layout views for edit/view

edit; - this is a quick dirty fix; it’ll get you what you need but it isn’t upgrade safe - there are a few issues raised on this in GH - hopefully in newer version will fix

[luan.tiburcio]

Hello @dhuntress, I made the change in the vardefs.php and performed the repair and build. I added it to the edit view. However, when selecting a role, it doesn’t retain the value and still doesn’t appear in the opportunity.

[pgr]

If I am not mistaken, that field is a relationship field, meaning it lives in the relationship table, not in the contacts record, and not in the Opp record.

This makes the treatment of the field a bit different. If you click the small “edit” button on the far right of the row in the subpanel, it should take you to a special screen to edit the role.

If it takes you to the Contacts record instead, I think that is a bug; or better said, something that hasn’t been developed yet in v8.

You might want to try these behaviors in v7 to see how it should appear.

There’s a v7 demo still online here. User: will / Pass: will

https://demo.suiteondemand.com

EDIT: here’s a screenshot of that “relationship edit” screen (not a record edit screen)

https://demo.suiteondemand.com/index.php?module=Contacts&action=ContactOpportunityRelationshipEdit&record=a4f307b6-faa1-2974-16d7-657d830565f0&return_module=Opportunities&return_action=DetailView&return_id=16e65d80-1a24-9236-2516-657d83049d19

[pstevens]

hey @pgr do you know if there is a comprehensive list of “not developed in 8” yet? For these type of things. I mean they are not really bugs. Might be a good idea on Github just to have a list of features not yet developed from 7 or something at least people would know and also not sure if the devs have compiled such a list. I can think of a few already.

[pgr]

I never heard of such a list…

[jansiero]

Hi, a Github issue already exists for this:

Opportunity Role Editor Missing in SuiteCRM 8

[chris001]

Release Notes would also be a good place to list features not yet carried over from Suite 7.