AnsweredAssumed Answered

Imported records not showing in subpanel

Question asked by StephenEmery on Apr 17, 2014
Latest reply on Aug 7, 2014 by Amy Brancato

I recently created a new module called 'Benefits' which shows detailed information about what type of employee benefits a client/prospect has. A many-to-many relationship was then added between 'Benefits' and 'Companies' so that a subpanel appeared within a company record, listing these benefits off.

The subpanel works perfectly when creating a new 'benefit' record manually, and the information appears up-to-date when edited, but when I go through the Import Wizard, upload a .csv file to the Benefits module with a list of rows (Benefit Name) with their applicable columns (Annual Premium, Renewal Date, Contact etc), the entries do not appear under the Benefits subpanel within a company record.

I'm a bit of a novice with Sugar and am pretty much self-taught as far as this.

Could anyone please help? I can provide any extra information if you require.

Thank you in advance