link activity (meeting) to contact AND account

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#1

from the “about” window:
Version 7.10.10
Sugar Version 6.5.25 (Build 344)

After some searching, I have found there is a built-in way to link a meeting to both a contact AND that contact’s parent account. This works as it should.

For anyone not already aware, see: https://support.sugarcrm.com/Knowledge_Base/Activities_Calendar/Relating_Activities_to_an_Account_and_Contact_Simultaneously/

My question is how to accomplish this contact + account link after the fact. For example, if a meeting is created from the meetings module, the meeting can only be linked to an account OR a contact.

Likewise, if an existing meeting is edited to change the related account or contact, the dual link is broken and that meeting is then linked to an account OR a contact - not both.

Is it possible to create that link to both account AND contact after the fact?

#2

Well, you can add contacts to that meetings (thus making entries in meetings_contacts table) at the bottom of the meeting page… ‘add invitees’
I’m guessing you are talking about the parent_type and parent_id fields though… which, as far as I can tell, this can only be set to one record (not dual)

1 Like
#3

Maybe you can do it with a Workflow. Have you tried?

#4

Not sure why I have a mental block about that “Add Invitees” section at the bottom. That did the trick. Thanks for the help.

#5

Haven’t tried that, but will look into it. Thanks