I am trying to create a new relationship between contacts and opportunities. The objective is to add a “Referred by” field to an oppt so that can offer a referral gift if I win the oppt. I understand that a many-to-many relationship already exist. I am trying to create a new one that is one contact to many oppts.
My problem is the following: the “field” (relation) does not appear in the toolbox like others (accounts, assigned user, etc).
after you create the relationship in studio, do you see it? if not, are you getting any errors in logs? if yes, are seeing the Contacts field in Studio->Opportunities->Layout->Edit View?
it looks good, just one note, the Reference field will be already loaded in the edit view, not in the left bar. Maybe you’re missing that. If not, try to run a quick build & repair and also repair relationships
it depends on what system you have, if is your own linux setup you can do it via command, if is hosted via some host tool. But not from SuiteCRM it self.
It is self hosted. I believe that is Linux. I will ask my IT guy… I am just the Sales Director (with some prior Unix knowledge and lots of programming background - do you remember Modula 2???)
Was this ever resolved? I have the same frustration, where I am not getting a field. However if I make it Opportunities -> One to Many -> Contacts, I get the box.
But like maximegousse, if I go Contacts -> One to Many -> Opportunities, it shows no field.