Very simple question, hopefully I won’t overcomplicate it:
There’s many to many relationship between users and accounts and there’s a field called “commissions”.
When John is assigned to account (A) his commission is 5% when John is assigned to account (B) his commission is 14% and when Bill is also assigned to account (B) his commission is 10%
So where would this “commission” info be stored?
It can’t be in “users” or “accounts” module, so would I make a column in the relationship table that links the 2? Or is there another way of doing this?
As per my understanding, Suite only provide one record per user ie at a time only one user can work on record ( Leads/Accounts etc).
There is only one “assigned_user_id” field , it’s label it “Assigned To”.
One solution that i can think of is that you create a Commissions Module. It will have fields Accounts Relate Field, User and Commission.
With Many relation with Accounts, it will be shown as Subpanel under accounts, just as calls/notes. So you can create new record for each user who is working on the account, with their commission value specified as per your distribution.
Yes, I thought of that also, but I think I’ll go with the example in the link since it gives a complete step by step. In suitecrm we already have an example of this in the Opportunities->Contacts. The Contacts subpanel in Opportunities has a “roles” field which can be unique when it’s displays in different opportunities, the guide simply explains how to customize it for your own needs.
I’ll create a detailed video tutorial that explains how it works when I’m done testing it.
It’s nice i’m trying it now, I also recommend trying the solution in my link above, he goes into a bit more details about what’s actually happening and his modification allows the end-user to modify the field directly, which is important in my case
