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Thread: How to set-up for company or individuals for accounts?

  1. #1
    sipserv is offline Sugar Community Member
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    Jul 2007
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    Default How to set-up for company or individuals for accounts?

    Hi there!

    We get leads for both, people who work for or have a business ( Account) and owners who are acting without a business. As you can see this becomes a problem for the Owners when the Lead is converted and there is no Account name to give.

    I am sure I'm not the only one with this situation. Has anyone found a clean way to set this up in their Sugar?

    I am using fresh install of 6.2

    Thanks!

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: How to set-up for company or individuals for accounts?

    There are two common techniques I've seen in practice:

    1. Associate those acting on their own to an account named "Individual."

    2. Associate those acting on their own to an account that uses the person's name for its name.

    I tend to like option 2 more than the first as the first one ends up creating a bunch of accounts named "Individual."
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

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