Can you tell me if SugarCRM can do this?

[marcuscake]

I just installed SugarCRM on a Webmin Virtual server on the Amazon cloud. A guide is available. "How to setup a server on the Amazon cloud and install SugarCRM in 30 minutes" is available at http://www.marcuscake.com/instant-crm.html

I have something specific things that I need Sugar to do. I was hoping some experienced users in the community could give me some pointers as to how achieve them.

Can Sugar do the following?

• Industry tags: I need to assign contacts to an Industry. Can I assign them to more than one industry (ie; multiple selection box)?
• Intention tags: I need to have a pull-down of what they contact intends to do ie; spending 1-2m, cutting costs, not purchasing
• Can I search by these tags from the contact search screen?
• Can I view summary graphs based upon these tags?
• Can a user be restricted to viewing only contacts that have a specific tag?
• Can a user be restricted to viewing contacts and activities of a specific campaign?
• What is the difference between a target and a contact?

I would really appreciate any assistance.

Kind regards

Marcus
_____________________
Marcus Cake
www.marcuscake.com

[dtokeefe]

Hi Marcus,

Cool idea setting up Sugar on Amazon's cloud ! We are very interested in exploring the viability of this for our hosted customers.

Regarding your questions:

* Industry tags: I need to assign contacts to an Industry. Can I assign them to more than one industry (ie; multiple selection box)?

Add a custom multi-select field to the Contacts module using the Studio in Admin.

* Intention tags: I need to have a pull-down of what they contact intends to do ie; spending 1-2m, cutting costs, not purchasing

Add a custom dropdown field to the Contacts module.

* Can I search by these tags from the contact search screen?

Add the custom fields to the Basic and Advanced Search Forms in Studio.

* Can I view summary graphs based upon these tags?

Yes.

* Can a user be restricted to viewing only contacts that have a specific tag?

That's tricky, but one possibility is to map the tags to Teams and use a logic hook to enforce the mapping. Then you can use the Teams functionality to control access to the records. Note that you need the Pro or Enterprise version for Teams.

* Can a user be restricted to viewing contacts and activities of a specific campaign?

Similar to the issue above. The solution should involve Teams or some kind of custom programming.

* What is the difference between a target and a contact?

A Target is a name on a list. Contacts are past, present or likely future customers (i.e. you have Opportunities with them).

[marcuscake]

Hi!

I have created a multi-select box in the accounts module. The mutli-select uses the dom-industry list.

If I create a new account, the multi-select box works - it stores the multiple selections and displays them on the edit screen.

I have imported an address list into the accounts module. If I try to edit an existing account (source from the imported list), it will not save the items I selected in the multi-select box and does not display them on the edit screen.

Does anyone know why multi-select may not work for an imported account?

Thank you for your help in advance!