Thanks for the tips! That’s pretty much how I was approaching it, so it’s good to know that I’m not trying to do something that others have found problematic. I chose SuiteCRM specifically because I could choose which modules to load and rename/edit them as needed, unlike many other CRM applications that I’ve reviewed.
I probably won’t have more informed questions until I get some data from our campaigners to import and then I try to make all the relationships, views, and collaborations work easily. I can program in PHP if that’s necessary, but I think that in this case I’ll try to stick to core functionality unless they really need something that can’t be done without an extension. We already have so many different tools in our box, so what I’m hoping to do is to fill a specific gap rather than reinvent the wheel and have this replace others that are working fine for them now.
For now I think I’ll just try reducing the complexity to the bare minimum that I know will be needed and renaming modules and menus to match the data that will be imported and entered and see how it goes!