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Thread: Opportunities - different opportunities, different data

  1. #1
    nspidle is offline Junior Member
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    Default Opportunities - different opportunities, different data

    The company that I am implementing sugar CRM open source for has a set number of types of opportunities. Each type of opportunity has a set (but different per opportunity) of data associated with it. How can I from an administrative level setup opportunities that will gather the data that I need?

    I am running Sugar CRM Open source 4.5.1

  2. #2
    pblag's Avatar
    pblag is offline Sugar Community Member
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    Smile Re: Opportunities - different opportunities, different data

    Hi!

    Unfortunately you can't develop it using by admin panel.
    You have to develop your own code

    2 dropdown boxes
    new database table
    and javascript functionality at client side.

    We have already developed functionality like this so if you want we can help you.
    Petro Blagodir
    petro@blagodir.ua
    http://www.blagodir.com
    Blagodir Ltd.( SugarCRM - Consultations, Development and Support)

  3. #3
    Karlgillingham is offline Junior Member
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    Default Re: Opportunities - different opportunities, different data

    Quote Originally Posted by nspidle
    The company that I am implementing sugar CRM open source for has a set number of types of opportunities. Each type of opportunity has a set (but different per opportunity) of data associated with it. How can I from an administrative level setup opportunities that will gather the data that I need?

    I am running Sugar CRM Open source 4.5.1
    We are new to Sugar and are trying to develop it for use in Real Estate. We use the leads module to capture all primary date (web enquiries, telephone calls etc) and then assign them USERS. When a user qualifies the lead and wants to CONVERT it, they have to enter an OPPORTUNITY NAME. Is it possible to change this from a FREE Text entry to a drop down list? I have read through the documentation and have been looking at the Studio module, but cannot see a way of changing the type of data entry for this particluar field. Any help greatly appreciate. Karl

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