AnsweredAssumed Answered

Account - Subpanel - Opportunities - Column for Contact

Question asked by Scott Shelton on May 22, 2015
Latest reply on May 25, 2015 by Muhammad Shaji Uddin
Working with Sugar Community Edition (v. 6.5.20, build 1001). When I click on the Sales Tab and then click on Accounts, my Accounts list generates. When click on a specific account and going into the detail view of the account, I see an Opportunities subpanel that has all of my Opportunities tied to that account. Within the Opportunities subpanel, I have 5 columns (Name, Sales Stage, Close, Amount and Assign User). I'd like to add a sixth column that shows the contact assigned to each Opportunity. I know that multiple contacts can be assigned to one opportunity therefore I was thinking that maybe a new field could be added to the Opportunity detail that allows you to select a contact as the "main contact", therefore giving the ability to see the main contact associate with the opportunity.

Any suggestions would be greatly appreciated. I've messed around in the studio trying to accomplish this but haven't. Thanks for all of your help in advance.