Couple of questions on best practices (leads to accounts, contacts and contracts)

[mrak]

@pgr

Despite being old, I believe that solution should work. Note that it is upgrade-safe, since it changes files only under the custom directory.

Thanks for the tip. So as I understand, anything within custom directory will not be overwritten during the upgrade?

I also found additional but new reference to this question (I think same or very similar) here:

https://community.suitecrm.com/t/account-name-in-lead-convertion/98231

@pgr

About the rest I can only give you exploratory tips… Some of the things you ask about might benefit from the creation of extra relationships between your modules. Try playing around with that.

So you propose that I try to make different relationship between documents and contacts/accounts in order to show them up in documents subpanel of a contact/account?

@pgr

sometimes you can get away with using just accounts or contacts, not both; or dropping Contracts and just add a few custom fields in the documents module and use it directly to store your contract files in Accounts, for example.

I understand your thinking, but in my case, there are so many possibilities (one account having many contracts, one contact having many contracts and one contact having relationship with more than one account). Now when I multiply that with number of contacts and accounts and all of the different data I need to collect depending on the type of entity, maybe it makes sense to have it in separate modules.