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

SuiteCRM Forum - English Language SuiteCRM General Discussion
1

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.

Regards,

MJR1

2

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:

https://developer.sugarcrm.com/2011/10/04/adding-fields-to-a-relationshipsubpanel/