complex field - can I do this with multiselect or ???

đź’¬ General Discussion
1

I’m importing from an old ACT customer database.
We sell machines, and many of our customer have more than 1 machine.

Each machine must have:

Machine Model
Installation Date
Serial Number
Warranty Expiration

In ACT I ended up creating a TON of fields to accomplish this - is there a better way in SuiteCRM?

This is what I did in ACT…

Machine1 Model (dropdown)
Machine1 Installation Date
Machine1 Serial Number
Machine1 Warranty Expiration

Machine2 Model (dropdown)
Machine2 Installation Date
Machine2 Serial Number
Machine2 Warranty Expiration
etc.

I allowed for 12 machines per customer, so each of these 4 fields exists 12 times on the customer record!!

It worked, but when we’re searching for all customers who own a specific model, we must search 12 fields. It’s cumbersome.

Is SuiteCRM capable of handling this scenario in a way that would allow :

  • Entering and Displaying all the machine information in a logical easy-to-read manner

  • Search by machine model without needing to search 12 times

I couldn’t get past thinking “multiselect” but I don’t see how to add 4 fields to one multiselect

I’ll live if this isn’t possible and just recreate what I did in ACT, but I was HOPING there’s a better way :slight_smile:

2

Digging around I stumbled onto something about custom modules and “many to one” relationships…

Will this do what I need?

3

Hi,

You are in the right track. Studio is the way to solve your problem.

You may create a new module with the machines, containing the fields you need and making a relation with accounts ( 1 account to many machines ).

I recommend that you go through the documentation as a first step.

Best regards

V Barroso

1 Like
4

THANK YOU! I just didn’t want to waste a bunch of time on it if it couldn’t possibly accomplish my goal.