Currently i am creating Cases via API. When i am trying to edit the case from the panel, it’s required to add Account Name before saving. I haven’t found any option to remove the Account Name from being required on Cases.
Also i would like to assign a Contact Name to Cases instead of Account Name. Can this be achieved? Is it via Relationships the only way to link a case to a Contact?
Two ways to solve this:
- Simple unelegant way
Create a generic account that all cases are linked to
Create a new relate field in studio which relates to contacts, use that as your “account name” field instead
- More complex way but more elegant
Clone cases module to custom directory
Change vardef for account to point to contacts instead of accounts
Unfortunately I am not well versed enough in SuiteCRM to give step-by-steps but my understanding is that these would be the two options for solving the problem.
Thank you for your suggestions i will give it a try.
I wouldn’t recommend cloning the Cases module because you will lose much functionality on the cloned module (cases updates threaded, case from email, portal, etc).
I think the first proposed way is actually mode elegant. Add the needed fields and relationships.