The Connections dashlet allows users to manage relationships between Accounts. See connections between your Accounts, including relationships such as client, division, parent, partner, subsidiary, referrer, and vendor. You can even configure your own relationship types. Reciprocal relationships are automatically generated and all relationships can be reported on.


Features and Benefits

Track Connections between Accounts

Keep track of relationships between Accounts in your Sugar database. Classify types of relationships and add comments, too.

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Create reciprocal relationships

When you create a connection between two accounts, it's automatically a reciprocal relationship that will also be listed for the related account.

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Configure Relationship Types

You can configure your own custom relationship types in Studio.

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Report on Connections

All connections created through the dashlet are reportable, so you can track how many relationships you've created and export to Excel.

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DETAILS
Version Compatibility

Track Connections between Accounts

Keep track of relationships between Accounts in your Sugar database. Classify types of relationships and add comments, too.

Create reciprocal relationships

When you create a connection between two accounts, it's automatically a reciprocal relationship that will also be listed for the related account.

Configure Relationship Types

You can configure your own custom relationship types in Studio.

Report on Connections

All connections created through the dashlet are reportable, so you can track how many relationships you've created and export to Excel.

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Administrator can configure relationship typesAdministrator can configure relationship types

Resources

Please where we're going to have PDF and what not

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