Make Accounts not a required entry in a new opportunity

📦 Install & Upgrade Help
1

While I have made accounts not a requirement in general, when we try to input a new opportunity, an account is required. I can’t figure out how to remove this as a requirement (it has a red * next to it). I figured it was in studio, but while I have found the fields there, the idea of it being required is not an option.

And while we’re at it - is there any way to add contacts to the field, so an opportunity can be related to a contact (especially a contact not associated with an account) ?

2

Hi there,

You would need to add a ‘relationship’ from opportunities to contacts(one to many or many to many).

In terms of making accounts non-required, see if this link helps.
this link helps.

Kind Regards,

Will.

1 Like
3

I have that line in config.php but NOT config_override.php - thanks, that worked!

4

Will,

The link is broken. Can you please post the content by any chance if you have it?

5

By default, Sugar requires the accounts field to be populated on several modules. These modules include

Opportunities
Contacts
Cases

In order to remove this dependency, you will need to modify the require_accounts configuration in your ./config_override.php.

$sugar_config['require_accounts'] = false;

best regards

4 Likes
6

Is adding “$sugar_config[‘require_accounts’] = false;” to config_override.php still the solution? It doesn’t seem to do anything for me.

7

Yes it works! I’ve just tested on v 7.10.7. But watch out! You should add $sugar_config[‘require_accounts’] = false; and then Repair.

1 Like
8

I meant

$sugar_config['require_accounts'] = false;
1 Like
9

It seems to not work anymore with v7.11.2

Cant import opportunity Cause of this account_name fields :confused:

10

I tried the following steps and it worked:

  1. Add the following statement in the config_override.php file
$sugar_config['require_accounts'] = false;
  1. As an Admin run a Repair -> Quick repair
11

Great! It work :sunglasses:

12

This worked in terms of adding new Opportunities. However, I am still getting an “Account Name required” error when importing a csv.

Any ideas? TIA

13

Hi Will,
i want to remove required schedule Date & time from campaign module.
please help me.
Thanks
Vishal Raj

14

Thanks a lot its working

15

Does this still work on version 8? Does anyone know?

16

Hello Elvis,

yes, indeed - it still works.
I’ve justed tested it on Suite 8.6.1.

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image1420×463 37.6 KB

17

Danke/Thank you for testing this out, this also helped me :slightly_smiling_face:

In case somebody is stumbling over the same case as mine:

I’m using the Bitnami Docker image. In this case, the file is located at:
<folder where docker-compose.yml is>/suitecrm_data/public/legacy/config_override.php

After “Rebuild and Repair” Account is not required anymore in Opportunities.

1 Like