Basic question about accounts, cases

[MichaelRLevy]

Hi,

I'm completely new to SugarCRM and have been studying what I can of the doc.s. I've installed Sugar Open Source 4.5.1e (Build 1049) and have been working with it. I also have been doing a number of SOAP exerciese using PHP, and I'm getting familiar with how that all works. (I'm going to submit a separate question about 4.5.1e versus Beta version 5.)

I have a very basic question. I am developing a system to allow members of the public to submit one or more research questions to our institution. I plan to create web forms to create the proper entities in SugarCRM. We would like to have a many-to-one relationship between research requests (I think that would be a Case) and the requester (I think the requester would be an Account).

I am thinking that the natural Sugar way to do this would be to create an Account for each person doing a request, and adding a Case for each research request. Can you "attach" a Case to an Account?

Being such a newbie to SugarCRM, I know I may be way off. Any ideas are appreciated. Thanks!

[eggsurplus]

Welcome MichaelRLevy!

You sure can. When you create a case in Sugar you'll see an account select box to link the case to the account. If you are using the SOAP API (with the web form you'll be doing) you can just set the account_id for the case object. More help is in the wiki (http://www.sugarcrm.com/wiki) along with in the forums here when you get to that part.

Good luck!