Handling Orders from Clients

[mattfrost]

Hi, I am new to CRM software and I am hopeing somebody can offer a little advice.

We are a service company and ideally I want to be able to use the software to log jobs received against an account, creating an order reference number etc, then whoever is doing the work be able to go in and update the file with progress, tick off specific tasks which would be done on a job etc.

Is this possible in sugarcrm CE? Or can a module be added to do this?

Any assistance would be much appreciated!

Thanks

Matt

[davidboris]

Hello,

I believe you can use, SugarCRM's Case module to achieve the flow. It does generate auto incremented case number which can be used as reference number. You can attach documents(Note or Attachment or you can create custom relationship with documents module) as your task progresses. You can create tasks related with Case(in your case "Job").

And SugarCRM is so flexible that you can create/remove fields as you want through Admin > Studio, you can change layouts, etc.