Hi, I am testing SuiteCRM for implementation in our company and a first issue/question popped up.
In our current CRM system, when an opportunity is lost, the user gets a pop up in which he needs to fill in some fields (reason of lost, competitor who won the deal, …).
In SuiteCRM, I don’t see any functionality like that.
I was hoping on some logic like “dependent fields”, but this doesn’t seem to exist in SuiteCRM neither.
Therefore, 2 questions:
How do you handle normally such “dependent but mandatory information”, like reason of lost opportunity?
Are “dependent fields” planned in a next release of SuiteCRM? Or any plugin that enables such functionality? Would solve a lot of my current open questions!
You have something called “Calculated fields” which you update from within a Workflow.
To do it without Workflows, you can use a simple code customization in a logic hook.
But let me understand your requirement better: what do you mean by “an opportunity is lost”? What is the system event for that? The opportunity is saved by the user with a status of “lost”, is that it?
Thanks for your quick reply!
The use case that I mean is:
- The user heard from the prospect that the deal is lost.
- The user updates the status of the opportunity to “Closed - Lost”
- At that moment, two fields “appear” or they become mandatory: “Reason lost =” and “Competitor =”
- The user must select in both fields the correct value.
This allows us to analyze for example the number of deals lost against competitor x or for reason y and adapt our sales strategy accordingly.
These fields only make sense when the opportunity reached the stage “Closed - lost”, so it would make no sense to make them mandatory earlier.
If they are always there, there is a risk that the user “forgets” to update them when they should get a value…
I hope this makes make question any clearer.
I’m afraid that kind of customization is not very straight-froward to achieve in SuiteCRM, unless you are a PHP developer.
I have solved a similar requirement for someone here in the Forum.
If you are a developer you can modify it to your needs.
Read the whole post here:
You can do this easily without any coding using a add-on called “Dynamic Panels”, which is available in the store. https://store.suitecrm.com/addons/dynamic-panels
Besides panels it also enables dynamic fields based on value(s) of other fields in a module and can set fields to be mandatory.
I would recomment you try the add-on for 30-days and test if it works for you.
If you need some assistance, let me know.
This looks exactly like what I’m looking for. I will test it out… Thanks a lot!