I can see that there is a way to create relationships between modules but don’t want to break something on our new CRM implementation.
What would be the best way to show the Account Type in the related Project list view?
I need to be able to filter the project tasks in order of Type in the List View when we show all projects.
What would be the best way to get this right please?
Many Thanks
Hi,
You can create a relate field of Accounts in Projects module from Studio then add that relate field in the List view of Projects.
Please make sure that Project attached with only one Account because SuiteCRM by default created a many-to-many relationship between Accounts and Projects.
If you have any queries please feel free to contact me.
Thank You!
Thank you Ashish, I will give this a try and shout if I get stuck.
