Opportunity Account Sub-panel with Account Roles like Contacts under Opportunities

Is it at all possible to have an accounts sub-panel under opportunities (the relationship is already many-to-many). Also, would it be possible to assign accounts a role in the opportunity (e.g. primary, partner, competitor, etc.) much like contacts can be assigned a role (e.g. primary decision maker, influencer, etc.). This capability exists in SalesForce.com and is a big gap in the current SuiteCRM implementation.

Any feedback as to how this can be accomplished would be most welcome.



Hi MJR1,

the role property is already available for contacts related to an opportunity.

If you would like to implement a role for the accounts/opportunities relationship, you would have to implement a ‘relationship field’, which would require some coding.

You can find a tutorial on how to develop this here: