News & Updates
Training & Certification
to create and rate content, and to follow, bookmark, and share content with other members.
Is there a way to have the Opportunities Description show in Account Description
Question asked by
on Jan 19, 2015
on Jan 20, 2015 by EvilPeri EvilPeri
Show 0 Likes
I use SugarCRM for my online store and orders turn into opportunites. Then the order # is then added to the Opportunited description. Is there a way to have it so it shows in the Account Description as well.
No one else has this question
Mark as assumed answered
This content has been marked as final.
Show 1 comment
(Required, will not be published)
Jan 20, 2015 12:58 AM
I'm assuming you have plenty of opportunities related to a single account.
So if you're using a paid version of sugar you can do this via the workflow. but the description field would be populated by the most recent updated opportunity.
So if it were me i would create a logic hook in the opportunities module (after_relationship_add) then concatenate the order # to the account description field then save
Show 1 Like
Retrieving data ...
How can I create a custom template to append to an extended view?
[2019-03-21, 8:35 AM UTC]Known Cloud Issue - EU Hosted Instances(ondemandeu01 only)
Extending Sugar Accounts Record View