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TOPIC: Accounts and Contacts

Accounts and Contacts 5 months 1 week ago #76251

  • paulbsmith
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Hello All,

I was hoping someone may know an easy way to resolve a small niggle we have. If we want to enter a note against an "ACCOUNT" it asks which contact the note is against which is fine. The small niggle is that when you start typing the persons name it pulls back names from the whole of SuiteCRM, whereas we just want it to show names associated with that account. Is there a simple way to do that?

Thanks in advance

Paul
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Accounts and Contacts 5 months 1 week ago #76299

  • pgr
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I had a look, that seems to be this object
sqs_objects['form_SubpanelQuickCreate_Notes_contact_name']

but I couldn't find a way to reduce the result set like you propose. It might not be simple.

You could try it directly in the front-end, just having some Javascript throw away the Account names you don't need. That wouldn't be efficient, but might work as a hack. It could be relatively easy if the result set for that dropdown has both the Account Name and the Account Id - but I'm not sure it does.

Sorry I can't be of more help, maybe this is enough to point you in the right direction.

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Accounts and Contacts 5 months 6 days ago #76356

  • paulbsmith
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Thanks, it sounds like it might not be that straightforward.
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