I am trying to represent family relationships in SuiteCRM.
I’ve been scratching my head about how I wanted it, and realized that the template is staring me in the face…
I would like to create family relationships in the same way Email addresses are represented…
Within the Contact record, there should be a “+” to add a family relationship. When the user clicks the “+”, a line is added (and the “+” stays visible). On the new line, the user types the name of the related contact (which should be linked if the related Contact exists in SuiteCRM). Next to the Related Contact Name is a drop-down with relationship type (spouse, child, etc.).
Can that be done in SuiteCRM? Has it been done in SuiteCRM?
You can not add a field which has email like - UI and functionality - via studio. It is required to write code for it.
If you are not a programmer having good knowledge of PHP, JavaScript then it is better to ask for support to expert.
It has been done before, Simbasys is right it needs to be coded there is an example in a number of modules which includes invoices which exists in SuiteCRM. its a bigger version but can be cut down fairly easily.
I am not a coder, but will seek out the Invoices module to see if I can figure out how to re-purpose. Any hints or suggestions about how to proceed would be appreciated. Explain like I’m 5!
I created a household module, but created it a little different.
I used the Account module as a template and named it Household
From there you have a 1 to many to Contacts.
From there you can custom the Contacts module however you want.
I did this in case a contact is a child and then gets married.
This way allows the contact to have their own household and keep their data if needed.
I have also been looking for a solution. I have decided for the Fastest. With a simple relationship between Contacts and have these called “household members”.
In Sub-Panel layout have I set Fields for my needs, such as relationship status, etc.
