Opportunity Account Relation and Subpannel

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  • Updated 7 years ago
Hello SugarCRM Community,

i am not sure what happened to my last post, so i am writing this again....

I installed sugar CRM Community Edition on Windows using the Stack installer. I chose to include the demo Data.

I have a questions regarding the relationship between Opportunities and Accounts.

Out of the Box, Opportunities and Accounts have a many-to-many relationship. But why is the account Subpannel not available in the Opportunity view?I don't know how to add it. And in the Opportunity subpannel in Account view i can't add existing opportunities, only create new one.

I created the relation between opportunities and accounts again, and the subpannel for accounts will show up in the opportunity view, but then i have the problem that the opportunity subpanel appears twice in the acoount view.

My requirement is:

I want to have a many-to-many relationship between accounts and opportunities and i want to be able to link them in the subpannels for each other.

Thanks for suggestions,

Fabiam

(from Fabster)
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Emma at Get Satisfaction

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Posted 7 years ago

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Photo of Emma at Get Satisfaction

Emma at Get Satisfaction

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I solved this by editing the subpanneldefs.php of the opportunity and setting the account to not required in config.php.

(from Fabster)