AnsweredAssumed Answered

Display Account Field in Contacts

Question asked by jv_oz on Mar 2, 2016
Latest reply on May 6, 2016 by Ben Pankratz

Hi everyone,

 

We have SugarCRM CE Version 6.5.20 (Build 1001) and connected MailChimp to Sugar using Cazoomi.  To allow us to correctly filter contact records I need to be able to access a custom field from the Account associated with a Contact called "Account_Type". Account_Type is a dropdown and I want to be able to filter eventually on "Customer" and "Prospect" Account_Types directly in Contacts.

 

My question is how do I get the value saved in the Account_Type field of Accounts to be driven into the new Account_Type field in Contacts automatically, so that when I then query Contacts I can see the Account_Type without a report based join to Accounts.

 

Just as background, I have  reasonable knowledge of Sugar and can bubble my way through php if I really have to!

 

Thanks for your help,

 

John

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