Re: SugarCRM?

Adam Tauno Williams <[email protected]>
Newsgroups gmane.comp.cms.opengroupware.discuss.general
Message-ID <[email protected]>
> 2. new pre-set data types and data relationships
> 3. possibly new or additional tables for the db backend

I think the objects exist in OGo already to do CRM,  CRM is all about
relationships and categorization (which may of course require more tables :)

For instance, say I have a user with an OGo account that is a salesperson?  How
do I indicate given enterprises as his customers and given contacts as his
responsibility (call it a "call list" if you will,  we are big on call lists
here)?  There may be contacts in the system associated to one of the
enterprises that don't have anything to do with the sales relationship.

There are several ways but none are really clean.  For one because I only want
salespersons to have 'customer' associations,  a site manager shouldn't be able
to have 'customer' associations.  The current linking mechanism only defines
what type of object may be on one end of a link,  real CRM relationships I
think would require the ability to link two objects to be more sensitive to the
context of the object.  Such links are also rather a pain to create.

> 4. additonal graphics output capabilities

It is pretty hard to avoid ending up building a report builder/generator if you
go far in that direction.  Perhaps something can be done with XML/XSLT/FO? 
Maybe beyond the scope of this discusion.

> 5. discussion board module
> 6. user generated forms capability

And how/where to put the data?
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