SUGARCRM 中的帐户到联系人
我是糖业新手，需要将每个帐户与一个联系人绑定，就像每个潜在客户与联系人和帐户链接一样。我已经更改了元数据文件以使 Account:Contact 成为 1:1 关系，但除此之外我不知道该怎么做。我希望最终能够在查看帐户时查看每个帐户的联系人姓名，并能够从带有联系人字段的文件中导入帐户。
我正在使用 Sugar 社区版 5.2
I am new to sugar and need to have each Account tied to one Contact, the same way that each Lead is linked to a Contact and Account. I have already changed the metadata file to make Account:Contact a 1:1 relationship but past that I am not sure what to do. I would like to ultimately be able to view the contact name for each account when I go to view Accounts as well as be able to import Accounts from a file with a contact field.
I am using Sugar Community Edition 5.2
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建议不要使用现有的联系人模块，而是向帐户模块添加一个新字段（例如，名为
account_contact）。这样，就可以轻松更改帐户列表视图以包含新字段，并将其包含在帐户搜索选项中。我认为我不完全理解您的导入要求，但可以在导入过程中设置所有帐户字段。所以新添加的字段在导入中也是可用的。
如果您不想要默认的 Sugar 联系人模块，您可以在管理中禁用它。
Instead of using the existing contacts module, a suggestion would be to add a new field (e.g. called
account_contact) to the accounts module. That way it would be easy to change the account list view to include the new field, and also include it in the account search options.I don't think I fully understand you import requirement, but it is possible to set all account fields during the import. So the newly added field is also available in the import.
If you don't want the default Sugar contacts module, you can disable this in the adminstration.
您是否研究过子面板？您的联系信息始终与详细视图中的帐户相关联-->联系人子面板。您想每个帐户只保留一个联系人吗？在工作室中创建一个从联系人到帐户的关联字段。联系人中将出现一对一的帐户字段，并且帐户将有一个一对一的子面板。您只需在帐户中创建此相关字段即可扭转这种情况。一句建议——在您完全理解糖中内置的关系之前，不要开始搞乱元数据。
Have you looked into sub-panels at all? Your contact information is always associated with the Account in the detail view--> contacts sub-panel. You want to keep only one contact per account? Create a relate field in the studio FROM CONTACTS to accounts. A one to one account field will appear in contacts and account will have a one to one sub-panel. you can reverse this just by creating this relate field in ACCOUNTS instead. A word of advice - don't start messing with the metadata until you fully understand the relationships built into sugar.