Hello suiteCRM community!
Noob at AOW here looking for some help. I am getting ready to do a huge import of two different types of records: several thousand basic Contacts, and a similar number of Opportunities. Each Opportunity subject field will contain the first and last name of a contact (contact name + product concatenated).
I am trying to think of a way to automatically relate each Contact to its matching Opportunity without a human having to manually associate the two records. Something like:
Run on new contact “John Smith” → modify opportunity record to create relationship IF opportunity subject field contains string “John Smith”
Maybe this is something fairly simple, but I am lost-- any help would be greatly appreciated.
Thanks!