I have an idea to create some additional info for my clients/accounts.
My general thinking is that I will create subpanel which will have a list of rows (think excel row records) and each of this rows will have couple of fields, for example like this:
So for each contact/account I might have zero or more rows, first row will have short text explanation of my action, dropdown menu will be one of predefined options (basicaly categorization of my action), there will be associated amount, some checkbox as confirmation that some action is executed and a date when that happened.
Is something like this possible (within suitecrm and studio) and without additional development?
Custom module called ‘client actions’ or similar with the fields from your screenshot (name, action, executed date, executed, …)
Architectural note: If you have an executed date, you won’t need a checkbox anymore. I usually use checkboxes like this for integration purposes with marketing automation and easy filtering.
Relationship to your accounts / contacts
Now, you could switch an account to an onboarding status: Phase 2 or similar and that will trigger a workflow which creates 5 ‘client actions’ that are predefined in this phase.
The tricky bit could start now - depending on what you’d like to do:
If the action 1 is simply to send out an email, no problem at all.
If the action 2 is to calculate the customer lifetime value, based on all account related opportunities that are closed won, sum them up and write that into a field in the account, that won’t work - since the workflows won’t allow you to filter and retrieve action - account - opp related records.
If the actions are simply steps that an account manager has to do, it might be easier to use the projects + project templates + project tasks?
