Hi, I’m new to suiteCRM and think it is a powerful system. I’m getting ready to import my accounts and contacts and am trying to figure out how to categorize them. I have a few different account types: Leads, Business Contacts and Customers. These accounts have subcategories like lead source for leads, wholesale or retail for Customers as an example. Can each account and contact be organized using tags or something similar so I can keep track of account types? Also, I can’t figure out how to edit the lead source fields to match my import file… Any help or links on getting accounts and contacts organized in SuiteCRM is appreciated. Thanks! :dry:
You would simply add a custom drop-down field via studio for the module and call it category you would then just have your different categories as options. Then you would add this category drop down field to the list view and quick search (also done in studio) which would allow you to filter by your category field.
Lead source values can be edited in studio or via the drop down editor.