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Is there a way to have the Opportunities Description show in Account Description
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on Jan 19, 2015
on Jan 20, 2015 by EvilPeri EvilPeri
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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.
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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
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