We are about to upgrade to the latest version of SugarCRM and require a change to be made to the Accounts module. We store the details of our clients in the Accounts module with the corresponding contacts who work for our clients in the Contacts module. Nothing unusual there.
For each client we wish to maintain the 'Primary', 'Billing', 'Technical' and 'Marketing' contact. So when you view/edit/create an account in SugarCRM you can also enter the name of a pre-existing Contact against each of these contact types.
As far as we can see, this is a simple change - the addition of 4 'contact' fields on the Account edit/view/new pages which allow us to specify a contact in each field.
Bu iş için 5 freelancer ortalamada $60 teklif veriyor
Hi, We can finish this work with your full satisfaction