How to relate opportunity to contact?

SuiteCRM Forum - English Language SuiteCRM General Discussion
1

Hi,

I am customizing SuiteCRM to B2C. I have hide all Account fields and disabled the requirements across the system. Now I need to relate the opportunity to contact. I would like to create Contact name field in opportunity edit view (basically replacing the old Account name field to Contact name field). I have created a “relate” type field to contact in opportunity module in studio but it doesn’t really relate them.

Please help.

Thanks.

hc.

2

This sounds like you are using the relate field rather than a relationship of 1 to many.

The relate field works as a one way relationship. it will link the opportunity to the contact but not the other way round.

Ian.

3

Hi Ian,

So I created a custom One to Many relationship between Contacts (Primary module) and Opportunities (Related module). I would like to have a contact field in Opportunities detail & edit views, so user can assign the opportunity to related contact when creating opportunity from Opportunity page. Pretty much similar to Account field in Opportunity page, so to speak I would like to replace the Account field to contact field in the Opportunity page.

Can you show me how to do this?

Thank you so much.

hc.

4

Have you run Quick Repair & Rebuild after creating the relationship?
You should get the field and a subpanel under Contact with the related opportunities

5

This sounds like you have setup the relationship and need to add the field into the view of correct module. I would also recommend doing a repair and rebuild and make sure that all the permissions and ownerships are set correctly.

you can find more information about the permissions and ownerships within the forums

Thanks,

Ian.