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TOPIC: Creating new forms in SuiteCRM

Creating new forms in SuiteCRM 4 months 1 week ago #67852

  • carbar
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The first thing I have to say is that I am a relative new-comer to CRMs and SuiteCRM in particular, so this is probably going to be a stupid question.

I am trying to get my head around how to add new functionality to my SuiteCRM. Currently I have got Email-to-Case enabled. Some of these Cases may be sales enquiries, so need to be converted to Leads. This will have to be a manual process, since Leads require a certain amount of information that need to be extracted from the email (such as Last Name).

As such I would like to add an action to the Case menu that when selected displays a form that shows the Case on one side and a blank Lead on the other, allowing the user to copy information from the Case to the Lead and then save the Lead.

I was wondering what the best way was to do this? Is there a standard way to generate these kinds of forms, or is it a case that I create an Entry Point and craft the form in PHP?


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Creating new forms in SuiteCRM 4 months 1 week ago #67901

  • pgr
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You can do it, because you can do anything in an open-source program :-)... but I wouldn't advise it.

You will find that SuiteCRM is complex to change, when you step outside its normal way of being customized (through Studio, or through PHP metadata definitions). If you can stay inside the way its meant to be customized, you'll have a much better experience.

In your situation, I would use a double monitor setup, or a simple split screen between two browser tabs, one for the case, one for the Lead.

If you really want to customize the screen, I would go for a more lightweight customization. For example, showing some simple case information on a Lead's Edit View.

My SuiteCRM In-depth blog.
Thank you for always stating your SuiteCRM version, checking your logs, reading the Docs, and searching before you ask!
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