AnsweredAssumed Answered

Opportunity Account Relation and Subpanel

Question asked by community-support on Jan 13, 2014
Latest reply on Sep 23, 2014 by Javier Javier
Hello SugarCRM Community,

i am not sure what happened to my last post, so i am writing this again....

I installed sugar CRM Community Edition on Windows using the Stack installer. I chose to include the demo Data.

I have a questions regarding the relationship between Opportunities and Accounts.

Out of the Box, Opportunities and Accounts have a many-to-many relationship. But why is the account Subpannel not available in the Opportunity view?I don't know how to add it. And in the Opportunity subpannel in Account view i can't add existing opportunities, only create new one.

I created the relation between opportunities and accounts again, and the subpannel for accounts will show up in the opportunity view, but then i have the problem that the opportunity subpanel appears twice in the acoount view.

My requirement is:

I want to have a many-to-many relationship between accounts and opportunities and i want to be able to link them in the subpannels for each other.

Thanks for suggestions,


(from Fabster)