How to add a new related module in Email client?

SuiteCRM Forum - English Language SuiteCRM General Discussion
1

Hi,

Please see the screenshot below.

I like to add the Contract module in the Related To drop down list in Email client. Does anyone know how to do it?

2

Hi there,

To add Contracts to this drop down, you would modify the ‘record_type_display’ drop down in Admin -> Studio -> Drop Down Editor and add the following:

Item Name: AOS_Contracts
Display Label: Contract

Thanks,

Will.

3

Thanks Will. That works :slight_smile:

But how do we add the History panel in Contracts module to display the related emails? I cannot find a way to add the panel in Administration > Studio > Contracts > Subpanels

4

Hi there,

You can create a one-to-many relationship between Contracts and Activities in Administration -> Studio -> Contracts -> Relationships which will add activities/history sub panels.

Thanks,

Will.