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How to attach contacts to courses in Sugar?
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on May 1, 2015
on May 1, 2015 by Dan Kallish
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Please advise how to assign or attach contacts to courses. We are using free version of SugarCRM
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May 1, 2015 2:09 PM
I'm going to assume that 'Courses' is a custom module in your SugarCRM instance and that currently a relationship does not exist between Contacts and Courses.
As a starting point, please review the following Knowledge Base articles:
Introduction to Relationships and Relate Fields
Understanding Relationship Creation Options
To 'attach' Contacts to Courses, the two modules will need to be related to each other. Something to think about is how that relationship should act. If Courses is a module where you store information about a class that is available to college students (as an example), you may want to create a Many to Many relationship.
This would allow you to relate many Courses to many Contacts, or to put it another way, each Contact can be related to a number of Courses, and each Course can have a number of Contacts.
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