AnsweredAssumed Answered

Custom module or copy quotes module

Question asked by jclark@enhanced.co.uk on Jun 11, 2015
Latest reply on Dec 8, 2015 by Kushank Jain
I essentially need to do a order entry screen in SugarCRM with a price matrix.  The quotes module will also be used for quotes, so I can't just rename it.

The problem I'm finding with customising a custom module built through module builder is that I need the user to be able to pick multiple products from a lookup.  A simple one to many relationship here, will only allow the user to pick one product.
I feel competent enough to have a go at customising the record view combo'd with a logic hook so that multiple products can be selected on one order, however, I don't know how I can customise the create record view (drop down drawer).

Might I be better copying the quotes module and changing all the references from the quotes tables to my custom tables and customising that?... has anyone done that before?

Any other recommendations are welcome.

SugarCRM 7.5 Enterprise

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