SugarCRM 5 - Create a sub panel for invoices in Account Panel

Question

Hey all

I'm customizing a SugarCRM 5, and in my SugarCRM database I've all invoices, which were imported from our ERP. Now, I would like to know if it is possible to create a new Sub panel in the Accounts Panel without editing the original SugarCRM files, so that my client invoices index are visible in that interface.

Thanks

Answer 1

Last time I checked, you could use the module builder to extend the interface. From 5.0 (or maybe 4.x) on, Sugar added all those APIs which should enable you to extend SugarCRM without hacking it in and loosing it with the next upgrade.

Hope that helps!

Answer 2

You can create a new module - Invoices using Module Builder and then add relations between Accounts and Invoices. The subpanels will appear for both - Accounts and Invoices without any coding. You should just customize the columns again using Module Builder.

Answer 3

as stated above, create invoices module to hold all your invoices, but before doing import make relationship with accounts and map the account field when importing so the invoice is automatically connect in subpanel and shown