Hi,

After a good deal of research, I think I see how to bend SugarCRM to my needs!!

In Sugar, the basic/initial tbl, appears to be the Target (prospect) TBL, which is used to store information on potential contacts/accounts that might be useful to contact for a selling opportunity.

In my situation, I need to be able to massage an initial list of companies. In reviewing the fields for the TargetTBL, I see that I can add custom fields to the Target/Lead TBL to operate on a company. The custom fields would be analogous to the fields in the Account TBL.

This approach would allow me to load my initial company list into the modified TargetTBL list, where I could then filter/select from them the subset of potential companies for me to potentially contact.I'll need hook_logic to be able to select a given attribute from th TargetTBL to be able to copy/promote the selected company data to the LeadTBL.

Once in the LeadBL, I can then contact/call the company, where I'll then promote/copy it to the Account TBL with a yes/no, based on the response of the comapany. I'll also be able to create the associated ContactTBL, where I link the contact at the company, with the company data/record in the AccountTBL...

Ok, in this scenario, I'll need to modify/add custom fields to the TargetTBL, and the LeadTBL. I'll also need logic/code for selecting the subset of companies from the TargetTBL, and promoting the subset to the LeadTBL. I'll also need logic/code to be able to view/see the data in the customized fields.

Have I left anything out??

Can anyone point to samples of logic/code to be able to handle the viewing of the customized data fields, as well as to be able to handle the data select, and the data promotion actions....

Thanks

-mark
caliventures@yahoo.com