SuiteCRM in Higher Education

💬 General Discussion
2

My suggestions, based on a system I set up a few years ago for schools (not universities):

  • applicants are Leads

  • actual students are Contacts

  • Accounts are used to group students into classes and courses, with several levels (see multi-account belonging here: https://pgorod.github.io/Concepts-Accounts-Contacts/)

  • Cases are also good to use for the enrollment process

  • this didn’t include the school database of grades, that was a separate system. To do this in SuiteCRM would require a larger customization.

I recommend using some knowledgeable consultancy to migrate your data and get the concepts right, from the beginning. Tell me if you want to be contacted by SalesAgility about such a project. If not, just keep asking me questions here, and I will answer.

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