I am currently customizing a Suite-CRM instance, and I have encountered an issue creating Opportunities.
I need to have 4 different types of Opportunities, that would have different fields, and be linked to different products.
I cannot decide whether to customize the existing Opportunities module to show only the fields I need, or to create 4 different Opportunities modules.
So far I have developped my first option, and changed the code so that only the fields I need are displayed. However, I find it kind of odd that there are a lot of blank spaces and empty panels. I am also affraid that in some of the views I will not be able to hide the fields.
Also, there is one issue I didn’t find how to solve : I created ‘products’ that I want to be able to add to an Opportunity depending on the type of Opportunity. I created custom modules for these, and linked them to the Opportunities module so they appear in subpanels. I would want to be able to show/hide these panels depending on the Opportunity type.
So I am wondering if I could solve these issues using my second option (creating 4 custom types of opportunities), or if there is another solution for that.
It’s question for analytics. There are lack information. If you have some basic fields for all types of 4 Opportunities you should use 1 module other way to use 4 modules. May be combination.
I don’t like show/hide way. There are may be some problems with development.
I have about 10 fields that are shared by all 4 types, and 10 to 20 that are specific to each type of Opportunities.
So far I have placed them in subpanels, and I just hide the subpanels containing the fields that shouldn’t appear.
The only way I was able to access these panels was by their display number (they have no ‘name’ or ‘id’). So any modification in the layout of the panels via studio would make the whole thing inoperative, because it wouldn’t hide the right panel.
So I agree that it is not the best way to do so, that’s why I am looking for a better way.