Suggestions for entering Contacts with no Account (Individuals)

šŸ’¬ General Discussion
1

Hi Everyone,

Excuse the naive question, but I have several contacts in my SugarCRM that I would like to connect Opportunities with. But unfortunately Sugar does allow me to until these contacts are associated with an account.

But these contacts that I have are simply individuals - no connection to any company or organization. So my question is:

Would it be okay if I created one account called ā€œIndividualsā€ and simply linked these contacts here? Or would this cause major issues?

All I really want do to is keep track of my contacts and any potential opportunities, regardless if these contacts (ie individuals) actually work for a company.

2

Hi,

The CRM is fairly flexible in terms of what you can and canā€™t do,
I canā€™t imagine creating an Account called something like ā€œIndividualsā€ would cause any issues with the CRM.

3

You could simply create, for each individual, an account with the same name as the individual. By convention you could use ,

4

if you edit config_override.php and add a line with:

ā€˜require_accountsā€™ => false,

it should allow you to convert a contact to an opportunity without an account

5

Hi everyone thanks so much for the input!

6

Hi ewanmcrobert,

Thanks for the suggestion, but I tried it out and it doesnā€™t seem to work. That is, under detailed view of Accounts, under Opportunities it still has an asterick for Account name. Here is my config_override.php file:

Any ideas on what I did wrong?

7

You didnā€™t set it correctly.

You should write:

$sugar_config['require_accounts'] = FALSE;

while you wrote:

$sugar_config['require_accounts']['Contacts'] = FALSE; // <--- In here you are adding also "['Contacts']" but its wrong
8

Thanks amariussi,

I made the change but there is still an astericks under accounts when I try to create a opportunity directly from a contact.

I restarted apache and cleared out my cache and still nothing. Do I need to ā€œactivateā€ the config_override.php file somewhere in the system or possibly run a rebuild script?

Below is my revised config_override.php located in my root directory.

9

Try running Quick Repair and Rebuild. Then log out of SuiteCRM and log in again to see what happens.

10

Thanks amariussi that worked!!

Ran the Quick Repair command, logged out and it worked. Thanks so much.