I have something which I hope that someone can help with. I'm a fairly advanced SugarCRM user with a good knowledge of Studio, but this one is proving rather testing
I have a need to map a situation in Sugar along the following lines:
- A company contracts out services for departments A, B, C, D etc. These contracts have providers, and an expiry date.
- In Sugar, I want to be able to see when these contracts expire...
- ... and which companies are taking out a contract with which provider
what I have done so far is to create a subpanel, where I can add a new/existing provider, assign them to a department, and give their contract an expiry date.
The problem is that in doing that, I am assigning a dept/expiry date to the provider. It means that when I look up other companies who use that provider, the dept/expiry date is set from when I edited it previously.
What I'm trying to do is add a provider to the company, but then create a dept and expiry date specific to the relationship between company and provider.
I'm racking my brain trying to think of how to do this in Sugar - does anyone have any ideas...?