It sounds like your businesses' use of the system is very different than most users. That does not make it wrong just different.<br><br>I'm sure it can be done but you'll have to review the code to see how records are attached as in the potential module which has the same setup as you describe for the associated "account".<br>
<br>So the basics are there for what you want. You'll need to do some custom coding. I don't think the system is inefficient. I think your use is different.<br><br clear="all">-- Stephen Mack<br>Gerente de Ventas y Marketing<br>
Escuela Fronteras<br><a href="http://www.eFronteras.com">www.eFronteras.com</a><br>skype: eFronteras.Stephen<br>
<br><br><div class="gmail_quote">On Thu, Mar 5, 2009 at 11:39 AM, Hardev Bassan <span dir="ltr"><<a href="mailto:Hardev.Bassan@warwick.ac.uk">Hardev.Bassan@warwick.ac.uk</a>></span> wrote:<br><blockquote class="gmail_quote" style="border-left: 1px solid rgb(204, 204, 204); margin: 0pt 0pt 0pt 0.8ex; padding-left: 1ex;">
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<div dir="ltr"><font color="#000000" face="Tahoma" size="2">The same contact can be the 'Primary Contact' for one Account and not for another Account.
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<div dir="ltr"><font color="#000000" face="Tahoma" size="2"></font> </div>
<div dir="ltr"><font color="#000000" face="Tahoma" size="2">This means that you will have to create 2 contact (one with label 'Primary Contact' and another without 'Primary Contacts' - also may require extra browsing action) - again not very elegant way of
designing a database system.</font></div>
<div dir="ltr"><font face="tahoma" size="2"></font> </div>
<div dir="ltr"><font face="tahoma" size="2"><font face="tahoma" size="2"><font face="tahoma" size="2"><font face="tahoma" size="2">Hardev</font></font></font></font></div>
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<font face="Tahoma" size="2"><div class="im"><b>From:</b> <a href="mailto:vtigercrm-developers-bounces@lists.vtigercrm.com" target="_blank">vtigercrm-developers-bounces@lists.vtigercrm.com</a> [<a href="mailto:vtigercrm-developers-bounces@lists.vtigercrm.com" target="_blank">vtigercrm-developers-bounces@lists.vtigercrm.com</a>] On Behalf Of Stephen Mack [<a href="mailto:stephen@efronteras.com" target="_blank">stephen@efronteras.com</a>]<br>
</div><b>Sent:</b> 05 March 2009 13:55<div><div></div><div class="h5"><br>
<b>To:</b> <a href="mailto:vtigercrm-developers@lists.vtigercrm.com" target="_blank">vtigercrm-developers@lists.vtigercrm.com</a><br>
<b>Subject:</b> Re: [Vtigercrm-developers] Creating a custom field that is a link to an another table row - vtiger 5.0.4<br>
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<div>I created a custom picklist field in the contacts database to describe the contact, then you can list that field in the contacts view.<br>
<br clear="all">
-- Stephen Mack<br>
Gerente de Ventas y Marketing<br>
Escuela Fronteras<br>
<a href="http://www.eFronteras.com" target="_blank">www.eFronteras.com</a><br>
skype: eFronteras.Stephen<br>
<br>
<br>
<div class="gmail_quote">On Thu, Mar 5, 2009 at 10:05 AM, Hardev Bassan <span dir="ltr">
<<a href="mailto:Hardev.Bassan@warwick.ac.uk" target="_blank">Hardev.Bassan@warwick.ac.uk</a>></span> wrote:<br>
<blockquote class="gmail_quote" style="border-left: 1px solid rgb(204, 204, 204); margin: 0pt 0pt 0pt 0.8ex; padding-left: 1ex;">
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<div dir="ltr"><font color="#000000" face="Tahoma" size="2">Stephen,</font></div>
<div dir="ltr"><font face="tahoma" size="2"></font> </div>
<div dir="ltr"><font face="tahoma" size="2"></font> </div>
<div dir="ltr"><font face="tahoma" size="2">Contact Section - can have 1 or more contacts.</font></div>
<div dir="ltr"><font face="tahoma" size="2"></font> </div>
<div dir="ltr"><font face="tahoma" size="2">I need a field that will only allow one name - as there is only Primary Contact per Account our for setup.</font></div>
<div dir="ltr"><font face="tahoma" size="2"></font> </div>
<div dir="ltr"><font face="tahoma" size="2">Regards</font></div>
<div dir="ltr"><font face="tahoma" size="2"><font face="tahoma" size="2">Hardev</font></font></div>
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<font face="Tahoma" size="2"><b>From:</b> <a href="mailto:vtigercrm-developers-bounces@lists.vtigercrm.com" target="_blank">
vtigercrm-developers-bounces@lists.vtigercrm.com</a> [<a href="mailto:vtigercrm-developers-bounces@lists.vtigercrm.com" target="_blank">vtigercrm-developers-bounces@lists.vtigercrm.com</a>] On Behalf Of Stephen Mack [<a href="mailto:stephen@efronteras.com" target="_blank">stephen@efronteras.com</a>]<br>
<b>Sent:</b> 05 March 2009 12:08<br>
<b>To:</b> <a href="mailto:vtigercrm-developers@lists.vtigercrm.com" target="_blank">vtigercrm-developers@lists.vtigercrm.com</a><br>
<b>Subject:</b> Re: [Vtigercrm-developers] Creating a custom field that is a link to an another table row - vtiger 5.0.4<br>
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<div>Is there a reason you don't want to use the "contact section" on the more information tab?<br>
<br clear="all">
-- Stephen Mack<br>
Gerente de Ventas y Marketing<br>
Escuela Fronteras<br>
<a href="http://www.eFronteras.com" target="_blank">www.eFronteras.com</a><br>
skype: eFronteras.Stephen<br>
<br>
<br>
<div class="gmail_quote">On Thu, Mar 5, 2009 at 8:02 AM, Hardev Bassan <span dir="ltr">
<<a href="mailto:Hardev.Bassan@warwick.ac.uk" target="_blank">Hardev.Bassan@warwick.ac.uk</a>></span> wrote:<br>
<blockquote class="gmail_quote" style="border-left: 1px solid rgb(204, 204, 204); margin: 0pt 0pt 0pt 0.8ex; padding-left: 1ex;">
All,<br>
<br>
I would like to create a custom field for the 'Accounts' form - see attached, that is a link to a 'Contact' instead of just a text string.<br>
<br>
Is this easily possible (how?) or a no goer.<br>
<br>
The NOT very elegant way is to create a URL custom field and paste the url in the field.<br>
<br>
<br>
Regards<br>
<font color="#888888">Hardev</font><br>
_______________________________________________<br>
Reach hundreds of potential candidates - <a href="http://jobs.vtiger.com" target="_blank">
http://jobs.vtiger.com</a> <br>
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_______________________________________________<br>
Reach hundreds of potential candidates - <a href="http://jobs.vtiger.com" target="_blank">
http://jobs.vtiger.com</a> <br>
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<br>_______________________________________________<br>
Reach hundreds of potential candidates - <a href="http://jobs.vtiger.com" target="_blank">http://jobs.vtiger.com</a> <br></blockquote></div><br>