AnsweredAssumed Answered

Newbie question - Relate field type

Question asked by community-support on Jan 13, 2014
Latest reply on Jul 19, 2014 by Chris Hall
I'm new to SugarCRM, and am trying to quickly get some flow into play.

I have accounts, which contain contacts. I'm trying to manage Reference Opportunities utilizing the Opportunities module. I've created a relate field named Reference Opportunity Name which relates to Contacts. Can Sugar automatically populate the Account name of the company that a given contact is tied to? As such, can I also pull other fields from the contacts module based upon the chosen contact name?

Logic - If Joe Contact is from ABC Company, then Account Name = ABC Company, Dept = Sales, etc, etc. all filled in because I chose Joe Contact.

Thanks!

(from rbartie@us.ibm.com)

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