Hi al
The CRM I have 3 type of customer that are visited by different reps.the need that we have is the capability to create new fields according withbteh type of customers. For instance there are veterinarian customers that need to have number of offices and capacity to host pets.
While we have farmers that we need to know size of the farms type of products and Harvest date. As well we have distributors of products that we need to have # of employees, region of coverage and so on.
Is it any way different to create a copy of account module and use different profile of customers?
Hi,
you could add more modules like accounts, but it depends on your system usage if that’s a good approach (e.g.: do you create quotes/invoices and need the factory account relationship a lot?).
Another idea:
you could use the accounts module like it is, and use related modules to describe the kind of account (e.g. a module “veterinarian”, you store everything there and connect it to the respective account. Same applies for “farmers” etc.).
And my last suggestion:
you could try to add all fields to the accounts module and hide the unnecessary fields dynamically by adding custom JS. This solution is the most “hacky” one (you might have to deal with some css-issues, but if you group the affected fields in panels by account type, it could work quite nicely). Downside: if you use mobile apps, your changes probably won’t work there.
@crmspace thanks for your answers and suggetion, I will explore more about the second option because, the first one has the issue you say while the last one also has constrain because we are using mobile app.
I would also consider a generic module (could be based on Notes) that saves pairs of property/value.
For example:
Property
Value
Size of farm
300
Num of pets
50
Product types
Dairy
Harvest date
May
So, it would be the same module for every customer, and you can list any property for any customer, but you can add validations for that if you really need to be strict.
@prg, to be sure I am following well your advice let me paraphrase your idea. I will create a new module copying notes, in this module I will include the specific field by each customer type as a drow down list and value as you show in the table, in this case the same field can change the meening. For example if the customer is veterinarian the drow down that the user need to choise is Num of pets and put the quantity in the other field.
So I can add any feature according with customer type. at the end the value will depend of the customer as you mention I can create a validation process in ordet to report if a veterinarian has a harvest date. Or lest complicated create all paramters and only fill which has a sense for the customer type.
I don’t know if my system would work for you, but what I was suggesting was to just create a very simple Details module.
Forget about basing it on Notes module, just make a new custom one from blank.
Now relate that field (one-to-many) from the Contacts module (if that’s what you’re using for your customers). This should make a subpanel for Details appear for each Contact.
That’s it. End of the system. The rest is all up to your users.
They would enter this on the Contacts detail view:
Contact: John the Farmer
Property
Value
Product types
Dairy
Harvest date
May
Contact: Mary the Vet
Property
Value
Size of farm
300
Num of pets
50
They could use whatever detail name and detail value they choose.
Only if you really need to make it more strict, you could make this module more dependent on dropdowns with limited lists.