Hi I am a newbee and have arequest.
As a volunteer organization, we want to use Suitecrm for a resident/house administration to record the status of the house with regard to improvement processes in the context of insulation and energy consumption. We want to use the standard CRM facilities, but also be able to record an overview of the status of the improvement of the house with its history. Is this option available in Suitecrm?
welcome to the forum!
Yes, once you installed it. You will have admin access and you could add new fields easily into the system.
Let us know if you have any question!
Hello Kees
Yes you can rename modules to your specifications and utilise the already exisitng Relationships to accomplish this.
Here are some suggestions:
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Accounts module - use as Houses(Properties, Residence)
- customise to add property details like square footage, year built, no of rooms etc
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Contacts module - Store information about residents and homeowners
- Link contacts to their respective houses (accounts)
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Cases module - Track individual improvement projects or issues
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E.g., “Attic Insulation Project,” “Window Replacement,” “Solar Panel Installation”
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Projects module - For larger, multi-step improvement initiatives
- Break down larger initiatives into tasks with assignments and due dates
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