Contacts grouping best practices.

💬 General Discussion
1

Hello all,

I’m working a few days with suitecrm and is exciting :woohoo: . I’ve started adding my contacts and I wonder how can I group them somehow. Is there something like folders? You do it with custom fields? But if I use custom fields then I need to make an advanced search :unsure: . What I want is to avoid future troubles, so I try to learn best practices.

Thank you in advance :wink: !

2

There are quite a few ways to group records, which with it’s own advantages and disadvantages:

  • security groups (making some visible to some users, but not to others)
  • accounts (one account can have many contacts)
  • fields to search on (remember you can have saved searches, or saved Dashlets with your most frequent filters)

See https://pgorod.github.io/Concepts-Accounts-Contacts/

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3

Wow that was too quick, faster than premium support!
Thank you @pgr!

4

One of our clients has grouped Contacts using dropdowns

Seniority:

  • Director
  • Senior Management
  • Management
  • Support / Admin

Department:

  • Company
  • HR
  • IT
  • Sales
  • Finance

Job Title = text field

Using these custom dropdown I can group my Contacts for Target Lists etc

With Accounts “Industry” dropdown and contacts linked to the Account

We can write a report to say I want all Company Directors / Senior management, with Account industry = Education

Add these Contacts to a Target List and send email campaign

:slight_smile:

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