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For new Opportunity, relate to account and contacts of that account

Jeff Geitz

When creating an Opportunity, we relate it to an account by choosing it from a search/dropdown.   I would also like to relate the Opp to a contact, but I don't want to choose from ALL contacts.  I just want to see the contacts related to the selected Account.    It would be a kind of dependent dropdown, but dynamic, based on the account-contact relationship.  Once you choose the account, it would populate the contact dropdown.  Is there any way to make this work?

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    Hi Jeff,

    By default in SugarCRM, the relationship between Opportunities and Contacts is Many-to-Many. This means that you can have a Contacts subpanel under Opportunities, and vice versa. The Many-to-Many relationship allows you to associate multiple Contacts with a single Opportunity, reflecting real-world scenarios where an Opportunity might involve several people from the same organisation (e.g., Technical Evaluator, Decision Maker, etc.). This is why the subpanel exists — to capture these relationships. 

    Based on what you're mentioning, you want to select a Contact based on the Account associated with the Opportunity. Did you create a custom relationship between Contacts and Opportunities (One-to-Many) or a relate field? If so, only then will the Contact field appear in the Opportunities module. In this case, if you want to filter the Contacts based on the Account selected, this can be achieved through coding. You would need to customise the filters to accomplish this in SugarCRM. Please refer to this link for more information on Filters in SugarCRM. You can also refer this article to apply filter in SugarCRM. 

    Hope this information helps. 

    Thanks and Regards,

    Ramya Katram

    www.bhea.com

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    Hi Jeff,

    By default in SugarCRM, the relationship between Opportunities and Contacts is Many-to-Many. This means that you can have a Contacts subpanel under Opportunities, and vice versa. The Many-to-Many relationship allows you to associate multiple Contacts with a single Opportunity, reflecting real-world scenarios where an Opportunity might involve several people from the same organisation (e.g., Technical Evaluator, Decision Maker, etc.). This is why the subpanel exists — to capture these relationships. 

    Based on what you're mentioning, you want to select a Contact based on the Account associated with the Opportunity. Did you create a custom relationship between Contacts and Opportunities (One-to-Many) or a relate field? If so, only then will the Contact field appear in the Opportunities module. In this case, if you want to filter the Contacts based on the Account selected, this can be achieved through coding. You would need to customise the filters to accomplish this in SugarCRM. Please refer to this link for more information on Filters in SugarCRM. You can also refer this article to apply filter in SugarCRM. 

    Hope this information helps. 

    Thanks and Regards,

    Ramya Katram

    www.bhea.com

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