Custom Record Types

SuiteCRM Forum - English Language SuiteCRM General Discussion
1

Hello,

I have a newbie question :slight_smile:

We need a CRM that would provide hierarchy

Company - Branch - Driver - Vehicle

The relation Driver - Vehicle can be N:M.

Is it possible to configure something like this in SuiteCRM?

Thanks.

2

Hi
Yes this is possible in Suite CRM

The best thing about SuiteCRM is you can build custom modules and add them into the CRM

  • Account (company) is already in SuiteCRM

  • Branches are also “accounts” in SuiteCRM there is a “member of” inside the accounts record that allows you to select a “head office” and “Branches”
    (This is a one to many relationship between accounts <> accounts - “1 head office has many branches”)

  • You could build a custom module called vehicle and relate it to Company

  • “Driver” this could also be a custom module or you could use the “users” module

If you need to you could manage user calendars using the “Meeting” module

Create a “meeting” - date/time - related to company and driver (user)

We have updated our meetings module to include “journey” “postcode from > postcode to” - with Google API you can pull the distance between the 2

Hope this helps :slight_smile:

3

Thanks for your clarification :slight_smile: