display custom account field in contact detail view

💬 General Discussion
1

Is it possible to display a custom field ( created in the accounts module) in the contacts detail view ?
I read the posts on this and I have seen it can be done with a Calculated field and this feature is not available in the CE edition which i’m using.

I also see that it can be done with logic hooks

I am not a programmer but I can write a few lines of code

What would be the best ? I am willing to pay an add-on…

Thanks !

2

Your best option will be to create a similar field in contacts which will only be displayed on detail view.
When saving the contact run a before_save logic hook. In the said logic hook, use beans to fetch the account to which the contact belongs to and update the fields accordingly.

I am not sure if you are familiar with beans and logic hooks. I can help you out in case you are unsure of how to code this.

3

Hi,
Thanks for your answer. I have no idea how to code this -> maybe you could send me a few url’s where I could find the documentation ?
You would be very kind.

Thanks !

4

For logic hooks
http://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_7.6/Logic_Hooks/Module_Hooks/before_save/

For Beans:
https://developer.sugarcrm.com/2012/03/23/howto-using-the-bean-instead-of-sql-all-the-time/

5

I’ve posted a sort of sample code over here https://suitecrm.com/forum/suitecrm-7-0-discussion/12823-workflow-action-to-populate-field#43249
Hope it helps you too!

6

Thank you very much ! I will look at this very soon and give you feedback

:slight_smile:

7

You have to modify the theme structure. You can start by tracing the called class using the source of the page from your browser.

Check this link for some ideas:

https://suitecrm.com/suitecrm/forum/suite-themes/2720-how-can-i-display-the-user-image-in-header-part

8

Please ignore my previous post. It was my response to other topic. (IF the moderator can delete it from this topic it will be good to keep it clean)

Thanks,

9

It’s easier to do that with a workflow. Create the custom field, create a workflow on contacts module, only on save, and create an action to update record, copying the content from the Accounts field.

It’s quick and dirty.

You can check a more classy approach at Opportunities-Contacts relationship (it’s the Contact subpanel under Opportunities). Look at the Contacts vardefs, you can see the contact email (or phone, I don’t remember) in the Tab,

Rgds,

Marcio