Looking for some Use Cases for adding functionality to Sugar?

hey Jeff Bickart

I think Sugar could do with some help for implementing CRM for customers that have a B2C customer base rather than just B2B, or even better to have ability to deal with both.
i.e. a business that has all B2C customers that place orders from a website, and also has to manage relationships with their suppliesr (B2B).

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It is possible to configure as Sugar B2C; You can enable this property, require_accounts

support.sugarcrm.com/.../

Jeff Bickart
Doesn't cover Quotes module, which has specific need to associate an Account to every line item, so not as simple unfortunately.

I don't believe that the OOTB (out of the box) Sugar displays the Account on the Quoted Line Items. This must be a configuration for your instance

I does not show on my QLI in the Quote record view on mine (though my QLIs were customized a long time ago), it does show in the Products record view though, and it looks like mine are all blank. Although I don't think we changed anything to make it so.

The related Account is only viewable when you click on the QLI to view the record detail.

I believe it causes issues if each QLI doesn't have a related account.

By default the account_id on QLI is set on saving it (BaseProductBundlesQuoteDataGroupListView.onSaveRowEdit).

Double check if it is not being overridden somehow.

By default the account_id on QLI is set on saving it (BaseProductBundlesQuoteDataGroupListView.onSaveRowEdit).

Double check if it is not being overridden somehow.