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

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 losing it with the next upgrade.

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 losing it with the next upgrade.

Hope that helps!

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.

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.

Basically, the Account name should be a related field in your new invoices module (base the module creation on something like QUOTES that has similar fields. Once you create the module (so simple you can almost guess your way through it in the ADMIN section) and the fields you like (using Studio) just add the RELATED field Account Name and the sub-panel will be established in your ACCOUNTS module and the invoice will magically populate, especially if you re-install them using the import feature from a CSV file (spreadsheet).

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