Building Relationships Once the fields and layout of the Custom Module have been defined, the user then defines relationships between this new module and existing CRM data by clicking on “View Relationships”. The “Add Relationship” button allows the user to associate the new module to an existing or new custom module in the same package. In the case of the Media Tracker, the user can associate the Custom Module with the existing, standard ‘Contacts’ module that is available in every Sugar installation using a many-to-many relationship. By creating this relationship, end-users will see the Contacts associated with each Media Inquiry. We will also add a relationship to the activities module so that a Media Inquiry can be related to calls, meetings, tasks, and emails. Figure 7: Module Builder allows users to create relationships between Custom Modules and existing CRM modules
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Figure 7: Module Builder allows users to create relationships between Custom Modules and existing CRM modules