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Module not showing

John McKenzie

Hi

I cannot get the 'Accounts' module to list as a subpanel within the SugarConnect outlook side bar. It feels as if i should be able to do this, any ideas why i can't?

Any help would be appreciated.

john

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  • 0 Sugar Employee Badge

    Hi John,

    The stock relationship between accounts and contacts does not allow for an Accounts subpanel in the Contacts module. In order for the Contacts module to have an Accounts subpanel, a custom one-to-many or many-to-many relationship needs to exist in the Contacts module. Our Understanding Relationship Creation Options Knowledge Base article helps to explain the details of relationships in Sugar. Please let me know if you have any other questions.

    Kind regards,

    Jamie

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  • 0 Sugar Employee Badge

    Hi John,

    The stock relationship between accounts and contacts does not allow for an Accounts subpanel in the Contacts module. In order for the Contacts module to have an Accounts subpanel, a custom one-to-many or many-to-many relationship needs to exist in the Contacts module. Our Understanding Relationship Creation Options Knowledge Base article helps to explain the details of relationships in Sugar. Please let me know if you have any other questions.

    Kind regards,

    Jamie

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