Relating Accounts - NooB Question

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1

Im really sorry for this NooB question - in not a dev, and im new to SuiteCRM. Fantastic project, we will be buying support…

For the last day, I have have hunted high and low through this and the sugar forum, documentation, but cant seem to find what I thought was a very easy problem to solve - and the R in CRM !.

How do I relate, and see the relationship between 2 accounts?

For example I have an account Customer1 whom I simply wish to relate to Supplier1.

When anyone views Customer1 account, I want them to clearly see Supplier1 is the relationship (otherwise the default would be just blank).

Thanks!

2

There is no standard Accounts to Accounts relationship, but you can add a relationship in Admin -> Studio -> Accounts -> Relationships.

Thanks,

Will.

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