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Thread: "Cases" in Sugar

  1. #1
    sfguido is offline Junior Member
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    Default "Cases" in Sugar

    I'm on a trial of Sugar 6 Professional. We sell advertising in magazines, and would like to add some Ad Production tracking functionality via workflows and processes. Is it possible to use/adapt the Cases module for this, or would it be better to create a new module--say, "Production"--and then relate that module to the Accounts module?

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: "Cases" in Sugar

    Can you clarify in details your request?

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    André Lopes
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  3. #3
    sfguido is offline Junior Member
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    Default Re: "Cases" in Sugar

    We will be using Sugar 6 Professional to sell advertising in our magazines. Once an ad is sold, the customer will have become an Account in Sugar.

    We now need to produce the ad. We have defined our ad production process as a series of stages, and stage-related tasks. (Creative Design, first proof to advertsier, Corrections, second proof sent, Ad approval, and confirmation, etc.)

    We will use Sugar Workflows to create the process. But then I saw Cases module, and wonder if I should add some custom fields to the Cases module, and then create a workflow as above. ( "Case" only apply to Accounts.) Each case would really be a 'Job", not a support case

    Or should I forget that approach, and create a new module called "Production Jobs" with the required custom fields for our business, and then relate that "productional" module to Accounts?

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