Hello, I am looking for the best way to organize some data using my suitecrm. Let’s say I have ten accounts added that are all companies. Some of these companies are from different places or have different goals. How can I group these accounts together using suitecrm? Is there a function within the system to group accounts that are for example all from Boston Massachusetts? Is grouping accounts by state the best way to organize them? For context, these accounts are sort of like leads for companies we may wish to target in the future (I don’t wish to categorize them as leads within the system though, I want them to remain accounts). How can I organize them best to quickly reach all my accounts from whatever value I set? Any help is appreciated, I am still a beginner with suitecrm. Thanks!
You can use the filter in listview of accounts to organize them however you want. As long as there is a field in SuiteCRM you can filter by it (ie: state if you like)