I wish to use your CRM to manage the horse riding center I work with.
I need to do some adaptations, like “contact” becomes “rider”, “companies” would be “Parents” and “opportunities” or “projects” might be “horses names”… but some a bit more complex.
Here they are:
I have to manage a recurring planning with the riding classes and the riders attached
I have to produce a report with the riding hours in x axis, the horses names in y axis, and the names of the riders/contacts in the cells
Are these things possible with the CRM?
I can do some programming as it is my background, but I need to make it as simple as possible for the users.
BTW, I will be using the French version of your translation.
Yes that should be possible within Out The Box SuiteCRM. Renaming the modules you can do easily from the ‘Rename Module’ section in the Admin panel. Alternatively for the horse names module you could create a new module based of an existing like contacts or accounts using the module builder.
You can create recurring calendar meetings with the ‘related to’ being for the riding class and add the rider as an invitee.
For the Reports I suggest you play around with it for a bit to see if you can create something that you like
Well, I followed your instructions, I am I close, but not quite there yet.
I use the Accounts and Contacts. My Riders are contacts.
I created a package called horses with a module called Horse_info as copy Contact.
I updated the “parent_type_display” drop down, to add the “Horse_info[Horses]” in the list, but no luck… I always get the same error: “Error: Module Horse_Info does not exist.”
Are you getting that error on a local instance?
Do you have more than 1 instance on your system and have them both open at once?
what errors are you getting in the logs?
Yes, it is a local instance: famillericci.net/CRM/
I had 2 windows of the browser opened to the same instance. nothing more.
The sugarcrm.log shows:
Sat Sep 24 11:39:42 2016 [16063][-none-][FATAL] Could not connect to DB server famillericci.net as admin. port : Host ‘ns.riccinet.net’ is not allowed to connect to this MySQL server
Sat Sep 24 11:40:20 2016 [16063][-none-][FATAL] Could not connect to DB server riccinet.net as admin. port : Host ‘ns.riccinet.net’ is not allowed to connect to this MySQL server
Sat Sep 24 11:43:52 2016 [16063][-none-][FATAL] Could not connect to DB server famillericci.net as admin. port : Host ‘ns.riccinet.net’ is not allowed to connect to this MySQL server
Sat Sep 24 11:44:40 2016 [16063][-none-][FATAL] Could not connect to DB server famillericci.net as c2admin. port : Host ‘ns.riccinet.net’ is not allowed to connect to this MySQL server
Sat Sep 24 11:45:22 2016 [16063][-none-][FATAL] Could not connect to DB server famillericci.net as c2admin. port : Host ‘ns.riccinet.net’ is not allowed to connect to this MySQL server
Sat Sep 24 11:49:21 2016 [16063][-none-][FATAL] Query Failed: SELECT id FROM aow_workflow WHERE aow_workflow.flow_module = ‘ACLActions’ AND aow_workflow.status = ‘Active’ AND (aow_workflow.run_when = ‘Always’ OR aow_workflow.run_when = ‘On_Save’ OR aow_workflow.run_when = ‘Create’) AND aow_workflow.deleted = 0 : MySQL error 1146: Table ‘c2suitecrm.aow_workflow’ doesn’t exist
Sat Sep 24 11:49:21 2016 [16063][-none-][FATAL] Query Failed: SELECT id FROM aow_workflow WHERE aow_workflow.flow_module = ‘ACLActions’ AND aow_workflow.status = ‘Active’ AND (aow_workflow.run_when = ‘Always’ OR aow_workflow.run_when = ‘On_Save’ OR aow_workflow.run_when = ‘Create’) AND aow_workflow.deleted = 0 : MySQL error 1146: Table ‘c2suitecrm.aow_workflow’ doesn’t exist
[…]
The suitecrm.log shows:
Sat Sep 24 11:49:37 2016 [16063][-none-][FATAL] Configuration variable date.timezone is not set, guessed timezone Europe/Berlin. Please set date.timezone=“Europe/Berlin” in php.ini!
[…]
So I guess I have a DB issue? Any simple way to resolve or should I just re-install suite?
Ensure you have the correct credentials linked to the instance for your DB (you can check these in your config.php)
Make sure you have sufficient permissions between the relationship
Well, after trying many things it happened that the DB is really corrupted. I guess my last deployment went badly.
I reinstalled from scratch and reworked the modules.
if you need any more help just ask