Hi,
We want to use SuiteCRM in a callcenter setup. For campaign A we need a lead layout with particular fields and for campaign B we would need other fields. What is the best way to accomplish this? By using the module builder?
Hello
There is two option that I can suggest you.
- You can use Security Suite Pro version to display Layout based on the Security Group or
- You need to do coding to have customized layout to displayed based on specific condition or campaign.
Thanks for you response. I have created a custom module now which seemed like the best solution but it’s a bit buggy. I was looking at security suite pro earlier but i think you can only make custom views with it and not custom fields for different users, am i right? However that might still work since i would simply add every field for every campaign to the leads module and simply hide fields when they do not apply. I’ll take a look, thanks for the tip!