suggestion appreciate on how best to approach my setup

[tlck9]

HI All

I have a local setup with just myself using the sugar install.

I have a couple of clients who do not run CRM systems, and only myself needs to access the data.

Should I?

have one install, add the data and somehow indicate which client the record relates to, meaning I can keep all activities regardless of which of my clients they relate - one system I'm thinking easier to manage

or can I

Have a seperate setup of sugar for each client locally?


My thoughts are that one system, perhaps each record being identified by a custom drop down field with the clients name (in place of the ownership field)

since I'm fairly new to this, I would need to create a drop down box, add the clients names in the drop down tab, could I then add this custom field to the accounts search (i have tried adding a standard field here but I'm not sure if I'm doing it right as it never appears, there doesnt seem to be a space for it to stick and I havent worked out to add a line in the search edit mode, only have I added a line in the account edit mode)

I am using
Version 4.5.1g (Build 1003) on a Dell running XP professional using the bit-stack installation method

[andopes]

Hi, Tick

I have a local setup with just myself using the sugar install.

I have a couple of clients who do not run CRM systems, and only myself needs to access the data.

Should I?

Yes, you should do that.

have one install, add the data and somehow indicate which client the record relates to, meaning I can keep all activities regardless of which of my clients they relate - one system I'm thinking easier to manage

or can I

Have a seperate setup of sugar for each client locally?


My thoughts are that one system, perhaps each record being identified by a custom drop down field with the clients name (in place of the ownership field)

since I'm fairly new to this, I would need to create a drop down box, add the clients names in the drop down tab, could I then add this custom field to the accounts search (i have tried adding a standard field here but I'm not sure if I'm doing it right as it never appears, there doesnt seem to be a space for it to stick and I havent worked out to add a line in the search edit mode, only have I added a line in the account edit mode)

I am using
Version 4.5.1g (Build 1003) on a Dell running XP professional using the bit-stack installation method

The best practice is to create independents sugar installation, one for each client.
Our experience tell only one installation for a couple of customers is so hard to maintain.

Cheers.

--
André Lopes
Lâmpada Global Services
Rua Bela Cintra, 299 conjunto. 51
São Paulo, SP 01415-000
tel1. 55 11 3237-3110
cel. 55 11 7636-5859
e-mail: info@lampadacrm.com.br