I'm a new user and I'm having a problem I suspect experienced users could answer with ease. I hope.
I'm in sales and I'm using Sugar to keep track of customers and prospects. Since I spend most days making visits and calls, I sort my contacts by call zone/territories so that I can hit all the companies within a zone on the same trip. I need to know how to attach a zone label to each account, so that I can group/search by that label.
I've tried using a Member Organization, e.g. an account named "East Central" or "North Central," but I don't think I get the way the Member Organizations/Accounts relationship works. Do member organizations "belong" to accounts or do accounts "belong" to member organizations? Are "member organizations" just other accounts?
So, is there a user-defined labeling feature somewhere? Any suggestions for how I can approach this? I don't need to have the labeling automated based on the account's address. (Though this would be great, I don't expect Sugar to have the capabilities.) I have zones assigned to each account, and I just need a way to include these.
Many thanks to the Sugar community for all the help I've already received from the forums and wiki!
Ubuntu 8.04 - Heron
Apache 2.2.8
PHP 5.2.4-2ubuntu5.4 with Suhosin-Patch 0.9.6.2 (cli)
MySQL 5.0.51a-3ubuntu5.4
Sugar 5.2.0 Build 5380 Community Edition


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