I’d like to add one or two columns (assigned User, assigned Security Groups) to the results shown when someone tries to create a new account that appears to be a duplicate of another account. (Image attached showing the current intermediate page.)
If someone starts to enter a new Account for a company that’s already in the system, I would like for them to see what User or Team (Security Group) is already working on the account, so they know who to contact, to determine if there’s a conflict.
And yes, of course I would want the same thing for Contacts (Title is shown in those results, but I’d also want the User to see the associated Account name in addition to the assignment info.)
Do you know if we can we simply suppress this intermediate duplicate warning screen (without modifying the Core program)?
I’d like for our employee Users to see the duplicate info (hence the desire to include more info there, since they otherwise can’t view other Teams’ Account or Contact data).
But for Users who are outside sales agents, we would not want to show ANY information about existing customers or anyone else’s Accounts or Contacts. I suppose we could accomplish that by disabling the ability for non-employee Users to create new Accounts or Contacts themselves; we assume they will use our CRM primarily to generate quotes for leads we’ve already registered for them.
I’m still trying to figure out how to migrate the Lead Query, Lead Registration Request, and Lead Registration Approval process into the CRM; we created a simple portal for this and for quote generation, but would prefer to use just one system for all new sales folks to use.
Unfortunately, You won’t be able to suppress this screen using Studio or the Admin Menu. This too would require core changes. If you did remove this screen, it would remove it for all users, not just the ones you don’t wish to see it.
Restricting the menu to certain user groups would require even more extensive changes than simply removing it.
From your response, it sounds like this probably isn’t something that could easily be incorporated into an extension or add-on for SuiteCRM? And thus, if we made these modifications, we’d likely face fresh issues with each update of SuiteCRM?
Since I believe this functionality is important (essential), I’d like to start planning to either make the modification or pay someone to do it for us. (I just learned that one of our staff programmers has experience working with SugarCRM.)
I’m also curious if others have created extensions or add-ons that might help me with the process of adapting SuiteCRM to streamline the process of integrating our Channel Partners (outside sales agencies and sales agents) into our CRM solution. Currently, I’m expecting that I’ll need to create two additional roles (Sales Agent and Master Agent), and create a separate Security Group (Team) for each agency, with only the Master Agent allowed to see activity for other Team members. But the relationships are recursive: some of our Master Agencies have sub-agents who are other Master Agencies, who have their own teams of agents.
Of course, I’d also appreciate any feedback from folks who have investigated other CRM solutions which might better meet our needs.
We were willing to pay to use a CRM solution, until we found that we’d need to buy seats or licenses for every person whose activity was tracked within the CRM, including the 90% of people who will never actually use the CRM software (including most of the outside agents and some of our most experienced salespeople). Since only a handful of people will initially use the software, we don’t want to start by paying for 50+ licenses … and if our channel program grows as we hope, we’ll need to track hundreds of people in the system (mostly for just one or a few opportunities each, per year).
Thanks again to everyone for feedback, and thanks in advance for your time reading this essay and perhaps responding!