Category: SugarCRM and Salesforce

SugarCRM Dynamic Data and Menus / Dropdowns

SugarCRM has a large amount of functionality out of the box. Often, however, we are hired to expand the platform so it can fit the business needs of organizations that need to dynamically assemble quotes, proposals and bids from a wide variety of product information.

Now, a “product” does not have to just be a physical product that you sell – it can also be services or bundles of services.

Example of dynamic data drop downs in SugarCRM may include:

 

  • Quote generation – where you select a product and then various options are dynamically populated throughout the quote based on previously selections and inventory availability.