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?
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.
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!
Hi @dspaan,
Do you mind sharing this module for layout based on security group?
Sorry this is years ago and i don’t even remember which install it was and if it even exists.
I had a client a while back with a similar need. They had like 3 divisions and depending on which division the employ was in, they would see different branding layouts.
My recolection is they created different tpls for each division and conditionally loaded them based on the global user. I’m thinking you could do the same for the edit views and detail views.