Suitecrm Contracts Use Case

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#1

Hi Im new and having trouble understanding suitecrms’ use case regarding contracts. I can link in a contract via the line item a product using its part number no problem. But there is no such provision for a adding an existing service as a line item. What if the contract consists of service items? How is this meant to be handled or have I missed something basic here

#2

Hi dyecrm,

Do you wish to select pre-defined services within the service line in line items?

Thanks,

Will.

#3

Hi Yeah. As we can pre select good types by typing in a part number I would have thought we would have been able to do the same with a service. I suppose my first question still is though was the contract module not meant to pre select services or am I looking at this use case wrongly eg pre selected services are not meant to be added to contracts. I’ve noticed this problem/issue is also the same on the invoice line items module e.g cant pre select existing services.

#4

Hi dyecrm,

Services are intended to be created ‘off the cuff’. Products are intended to be used for pre-defined items.

Thanks,

Will.

#5

Thanks I understand. Is there going to be any enhancements in a future release where it would allow you to pre select an existing service just to make life easier for the person working with the CRM

#6

Hi dyecrm,

There is no plan for this implementation as it is not the intended use for Services. If you wish to have a pre-selectable service, it would be more beneficial to utilise products lines.

Thanks,

Will.

#7

Thank you for your help