Hi all
I have just started playing around with SugarCRM, here is what i need to be able to do but can't work out how to...
We are a leassing company and as such have customers, supplying dealers and funders. So foe each "deal" we need to produce documentation showing the customers details, the suppliers detials and the funders details.
I'm sure there is a way to do this, i.e. on a contact form a field to select the particular supplier and funder for that customer, and taking these fields and outputting to Word or Excel via SugarNetwork.
Can anyone help? If this was a RDMS like access i guess i would have three tables, customer, supplier and funder. But I just can't seem to be able to get my head round how to do it with SugarCRM.
Thanks
Kev


LinkBack URL
About LinkBacks



Reply With Quote
Bookmarks