How to add contacts, opportunities, cases, document fields to the accounts area.

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • yakup aycıl
    Member
    • Jun 2024
    • 76

    How to add contacts, opportunities, cases, document fields to the accounts area.

    Click image for larger version

Name:	image.png
Views:	55
Size:	30.1 KB
ID:	112713​Hello, I made my own local espocrm edit, but there are no contacts, opportunities, cases, document fields as in the second image below. How can I make this happen?


    Click image for larger version

Name:	image.png
Views:	34
Size:	17.2 KB
ID:	112714
  • victor
    Active Community Member
    • Aug 2022
    • 732

    #2
    To choose from, for example, existing opportunities you should click on "..." and then on "Select" and then choose from the existing list of Opportunities.

    Click image for larger version  Name:	1.png Views:	0 Size:	25.1 KB ID:	112718

    If you need to create a new Opportunity, you should click on the big "+" and create an Opportunity.​

    Comment

    • yakup aycıl
      Member
      • Jun 2024
      • 76

      #3
      Click image for larger version

Name:	image.png
Views:	43
Size:	31.9 KB
ID:	112720​ I don't see these on my side.

      Comment

      • victor
        Active Community Member
        • Aug 2022
        • 732

        #4
        In Administration > Entity Manager > Account > Layouts > Bottom Panels do you have added Contacts, Documents, etc.?

        Click image for larger version

Name:	image.png
Views:	244
Size:	49.5 KB
ID:	112733

        Comment

        • yakup aycıl
          Member
          • Jun 2024
          • 76

          #5
          Click image for larger version

Name:	image.png
Views:	43
Size:	26.4 KB
ID:	112738
          Thank you for your help. Is there a table in the sql side where id=id for opportunities, events, documents in the companies field?

          For example, SELECT * FROM espocrm.account_contact; I saw that the companies name people id mapping is done here. Where will I do this mapping for other fields? victor ​​

          Comment

          Working...