We are customizing lead module of suite crm.
Now what we want is within a lead form ,we want to add multiple contacts for single lead.
suitecrm defines Contact_lead relation to One to Many.
Does it possible to achieve this?
We are customizing lead module of suite crm.
Now what we want is within a lead form ,we want to add multiple contacts for single lead.
suitecrm defines Contact_lead relation to One to Many.
Does it possible to achieve this?
Are you talking about customizing the Lead-to-Contact Conversion process, or this is not at the moment of conversion, it is something you do later?
I want to customize lead module ,here i have attached screen shot of my requirement for your information.
I’m not sure you understand the concepts of Contact and Leads as they are used in SuiteCRM. I advise that you study these concepts better and try to make your own data design follow them more closely. The reason for this is that when you stick to what SuiteCRM does “naturally” you discover a lot of useful functionality that is already there and is useful.
For example, if your design uses the subpanels that SuiteCRM normally has, it will save you a lot (a lot!) of work customizing.
If you explain what you plan to use Contacts and Leads for, I might be able to add some suggestions for data design.
i am having requirement as below:
Basically i want to maintain records for tutoring the students. so first lead comes , follow ups will be there on the lead if lead is converted to opportunity enrollment is done. now when lead comes i will have following information to be stored for a lead.
So above scenario would like to generate in suitecrm.
Funny, a couple of years ago I did a SuiteCRM installation precisely for schools
I made everything a Contact, I just added a custom many-to-many Relationship between contacts. The relationship itself has a property called “type of relationship” that specifies if it’s a mother, a father, a tutoring teacher, etc.
A “Contact” is a full-rights person in your database, one you want to keep a relationship with. A Lead is just someone “approaching” your organization. You either end up convert him into a Contact, or you discard him.
I had photos of everyone, and nice “Photo fields” in List views, which were very nice to navigate classes seeing each pupil’s face and name.