Creating a Person Form Relating to Quotes

SuiteCRM Forum - English Language Installation & Upgrade Help
1

Hi Everyone

I want to create a person webform that relates directly to quotes or another module if I choose one later.

Any ideas how to do this, the current three choices I have are leads, targets and contacts I would like to add a few more.

I cannot see the relationships in the relationtionship section, any ideas?

Princeps

2

If I were you I would leave the Web form logic as it is, just make it create a Target or a Lead or a Contact, whatever you prefer.

Then have a Workflow generate the Quote from the data in the new Person record.

3

Hi pgr

That does seem a lot simpler thank you!

Princeps