How best to accomplish this?

👨‍💻 Development Help
1

I am trying to develop a solution for an annual event on which I work. It is a food event where we have a select group of Chefs prepare dishes for guests.

I want to use SuiteCRM for this…

I need to keep track of the Chefs in separate categories:

  • A “Master List” of Chefs (basically Contacts) & their restaurant (Accounts) – this list might contain hundreds of Chefs/Restaurants
  • A list of Chefs who we intend to invite to this year’s event – a smaller subset of the Master List
  • A list of Chefs who have actually been invited to this year’s event – and the outcome of that invitation (did they say yes, did they attend, etc.). Need a way of tracking where the Chefs are in that process – INVITED, NO RESPONSE, ACCEPTED, DECLINED, NO SHOW.
  • Once the Chef has confirmed their attendance to this year’s event, I need to track their requirements for this year’s event (do they need electricity, what equipment do they need, what’s their recipe, etc.). I also need to include a Bio and Photo for each year (so Chef Smith’s Bio & Photo might be different in 2015 than it was in 2014).

Each event year needs to be distinct – so I can see which Chefs attended in 2014, and which Chefs we invited in 2015, and so on.

I can create Modules if necessary, but I want to use out-of-the-box SuiteCRM as much as possible and minimize custom coding. I feel like the correct application of out-of-the-box functionality will take us a long way to this goal.

Can anyone suggest a pathway? I am having trouble deciding how best to approach the annual nature of our event. Suggestions are welcome, and I am happy to provide additional details. Thanks.

2

Hi Drew

simply saved as Contacts

A Targetlist consisting of Contacts

Use the Events module, it can pull the contacts from the Target List
You can already set the invitee status in relation between invitee and specific event (see subpanel)

If you want follow the standard module structure, then you’ll need to implement these fields as Relationship Fields in the relationship between Contacts and Events as described in the following tutorial. It’s really not easy to this, but the only way to stick to the standardised module layout

http://developer.sugarcrm.com/2011/10/04/adding-fields-to-a-relationshipsubpanel

The Anual nature is preserved by creating a new event for each year. The specific requirements for the chefs are saved in the relationship between the contact and the yearly event.

3

Jan… Thank you VERY much indeed for your message. That tells me precisely what I needed to know, and I will follow that path! I appreciate the time you took answering my question.

I will explore Relationship Fields as I get to that… I imagine there will be additional questions.

Thanks again for your time and thorough response.

4

Hi,

The events module does most of what you want.
You would just need to manage chef requirements and bio.

Benoit

5

Thank you! I appreciate your input.