Jump to content
X2Community Forums

Using X2CRM as Inventory DB with Service report...


Recommended Posts

Dear X2 Community,

 

I just installed X2CRM (I am a turbo beginner :) and have plan useing it as a custom Inventory database / Service reports...

 

Account (or better customer) would stay as it is. Account would then have more inventory items (cnc machines) - for which I would use/modify Contact database.

I see no problem adding custom fields to contact, but there is in any case required to have filled First and Last name + visibility.

 

- For first name I would like to rename > Inventory serial Number

- For last name > Inventory name.

 

I can not see how to rename these fields?

Or is better to create new module? If so - any example how to link data between custom module (inventory database) to Account?

 

I would modify opportunities to Service Work Reports, where we would have Account + Inventory (machine) + Engineer name (user) and his Working hours per days table...

 

 

Does anyone have some practical advice for smoother beginning?

 

Have a Relaxing weekend,

Gregor

 

Link to post
Share on other sites
  • 4 weeks later...

Hi Gregor,

 

You can change those names to your desired labels by going into the mysql database and change the entries in the x2_fields table, this would change the label but on the back end it would still be referred to as first name and last name, if this sounds too complicated I would recommend just making a new module.

 

-Jack

Link to post
Share on other sites
  • 3 months later...

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
×
×
  • Create New...