I want to create a module similar to the Meetings module for a different purpose. Can I use the Meetings module to create a new one, without losing the Meetings module? If so, how do I go about it?
Hi Ansie Lenegan
I can see two aproaches:
To create a whole new module based on Meetings module and modify it according to your needs.
To customize Meetings module itself in order to implement a specific layout and behaviour depends on some criterias.
Your decision will depends on the differences between your own requirements and the built in Meetings module.
Can you kindly clarify the needs?
The Meetings module basically has all the functions I want for the module I need. It is basically a yearly service that needs to take place for customers that signed up for it, so this is just to remind the person responsible. In other words I want the Meetings module but to name it something else, but we use the Meetings module for meetings, so I cannot simply rename the module, but I want to duplicate it and then rename the duplicate.
Don't know it that explains it properly.
As far I understand your request I may say that the Contracts module fits your needs.
This module is very useful to manage services contracted by the customers. You can define Contract Types, select the Customer itself, the Contact if applicable, the Opportunity (eventually), attach Documents and specify a reminder on upcoming renewall.
Take a look at this and feel free to ask more questions regarding it.
We have them in Contracts at the moment, but because the employee in charge of these services do not update the renewal as the contract date has come and gone, it is a once off and then all of the contracts have to be re-dated by someone else. All I want is a reminder to be sent to this employee of upcoming services (once a year per customer), so that they do not have to alter anything in the module, they only have to contact the customer and organise a date for the service. I am fairly new to Sugar and am not confident enough to just go and modify a module. It is easier to do a Google Calendar reminder, but we want to keep it all in Sugar to have the related info and documents for each customer linked to this. I want a combination of Contracts and Meetings to be exact and am not sure how to get it.
Thank you for your suggestions so far.
Thank you for detailed explanation Ansie Lenegan
I believe you just need to create a Call record scheduled to one year from now, setup in its a reminder, assign it to that user and relate it to the Contract itself.
It can be done easily through Process Author.
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