Re: Customer v. Contact
Sugar has three basic concepts: target, lead, account (customer). Targets are used e.g. for purchased addresses (person and company in one record).
Leads are (in my understanding) people you are in contact with but haven't yet bought. Targets can be converted into leads. Here also person and company is one record.
Once somebody bought you convert him from lead to account (the company, customer) AND contact(s). A contact may exist without a company but then she/he is the customer.
In order to handle recurring sales the best approach is to set up a new module connected to accounts that simply shows order lines or headers (summaries) from your order processing system. Such you can import on a daily or weekly basis.
Just make sure that you do not mix up your settings if you deal with individuals AND companies at the same time. In such a case it's probably better to set up every individual with a dummy company. E.g. ACME Inc - Joe Sixpack // John Doe (Inc) - John Doe.
__________________________
Robert Laussegger
http://www.iscongroup.net
Bei Fragen: support@iscon.at
Die deutschen Sprachdateien für SugarCRM und das deutsche Handbuch gibt es hier: http://goo.gl/kPsAz
Ab sofort auch mit 6.4.2
Bookmarks