Advice for setup

Currently using vTiger and YetiCRM but looking at OROCRM since we are using Magento for our sales (through Joomla-Magebridge websites).

We organize trainings and need to keep track who pays for the training weekends and from which groups people are a member of.

In vTiger I had made some custom fields inside the contacts page and used checkboxes and dropdowns to manually set all values. Those are than used for email templates to send overviews to clients.

I have the two way sync with MAgento working and was wondering:
1. is it possible to create a workflow that when someone pays product X, I can automatically set a custom field with that product name in the contact entity?

2. Would it make more sense to create a new entity called “trainings” and use that for all fields and connect it to the contacts / Magento customers?

Advice and thoughts welcome!.

Bastiaan

Topic

[zebrahostingParticipant]

While playing around with the entity options I see that it must be possible to add a block of fields to the contacts.

Guess I will need to make a separate entity with those fields and then connect it to contacts.
Would that be a ‘one to many’ connection?

How to load that in contacts?

[Artem LiubeznyiSpectator]

Hi zebrahosting,

Thank you for your interest in OroCRM! Here are some ideas to solve your problems.

1. If you want automatic changes in data after certain events, you need to create a process. They are not really available from the UI for now, so you need to edit config files. Please check our user guide and developer documentation for additional information.

One friendly suggestion though: If your customers already exist in Magento website you’re connecting to, use Magento Customer entity rather than Contact to store information on sales/purchases and other business-related transactions. These entities represent customer accounts in the CRM, while the main purpose of Contacts is to store contact information.

2. Yes, this is the correct way. Take a look on how Magento Carts and Orders are organized and how they are connected to Magento Customers. Looks like your data structure is very similar to the default flow.

Thanks again and do not hesitate to ask if you need any additional help!

[Author]

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