Related Account and Contact to Opportunities or Quotes in SuiteCRM 8.9.1

tapio · 4 January 2026 12:52

I am running SuiteCRM 8.9.1 on Kubuntu 24.04.

Our usual workflow is to add a quote to opportunity, or to create an opportunity to a contact.

When creating an opportunity record from contact subpanel or creating a quote from opportunity subpanel, the related parent is not filled. I need to search account when creating an opportunity, or opportunity when creating a quote from Opportunity → Quotes → Create

Is this a bug on my installation, or a feature? Is there a way to fix this?

Thanks in advance,

Tapio

BastianHammer · 5 January 2026 04:02

Hello Tapio,

that appears to be a missing feature (exists in 7.x).

Suite 7 - Create Opp from Contact:

Suite 8 - Create Opp from Contact:

There is a ticket for it already - so it’ll arrive in your CRM with an upgrade sooner or later.
Are you a developer by any chance? Then you could work on that and have it available earlier.

github.com/SuiteCRM/SuiteCRM-Core

When creating a quote, the account name is not displayed

opened 09:06PM - 06 Feb 25 UTC

caspervzla

Type: Bug Priority:Important Type:Missing Feature Severity: Moderate

### Issue When creating the Account - Opportunity - Quote chain, the following …happens: - You create the account, everything is fine. - From within the account, in the relationship view, you select Opportunity and create a new one, and the Account field within the Opportunity is automatically filled with the name of the account. - If from within Opportunity, in the relationship view, you select Quote and create a new one, the Account field within the Quote is not automatically filled. I tested it with the demo site and the result is the same. ### Possible Fix _No response_ ### Steps to Reproduce the Issue ```bash 1. Go to an Opportunity Example: https://suite8demo.suiteondemand.com/#/opportunities/record/16a4e9be-6b00-19aa-11c7-67a522e1477d?offset=3 2. Open Relationships - Quotes 3. Actions - Create (Quote) 4. You see Opportunity Name perfectly, but the Account Field is not completed. ... ``` ### Context _No response_ ### Version 8.8.0 ### What browser are you currently using? Chrome ### Browser Version Versión 132.0.6834.162 (Build oficial) (64 bits) ### Environment Information MariaDB, PHP ### Operating System and Version Bitnami Suitecrm

tapio · 6 January 2026 04:30

Hello Bastian,

Thank you for pointing out the ticket! This is basic functionality which you would expect to be in x.9. point release.

I have not been doing serious coding for ages (I have PHP coding backgroud from long time ago) and I’m not familiar with Angular, but I’ll take a look at this at some point.

Tapio

tapio · 6 January 2026 10:14

This error was introduced by customisation. SuiteCRM 8.9.1 is very picky about old style custom files.

SuiteCRM 8 UI still opens legacy module create/edit views for AOS_Quotes.

Prefill is done via legacy request params → legacy controller/bean initialization.
A production-only legacy customization under legacy/custom/modules/AOS_Quotes (and/or legacy/custom/working) prevented default prefill behavior.
Clean environment (crmtest) had no such overrides → prefill worked.
Disabling/removing the legacy override restored prefill.