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SugarCRM Setting

I use two different email address (different domain) in my work, both releated to existing companies. I want to use a web application like sugracrm to manage all my contacts.

Should I setup two sugarcrm installation for both ac开发者_StackOverflow中文版count or I can use just one without mixing up things?


If I'm reading your question correctly, you are looking to manage your contacts for two different companies. So you have some contacts you keep track of as Company A and other contacts you keep track of as Company B. The contacts themselves can each belong to whatever company/account they belong to, right?

If you have two different businesses, I would recommend having two different CRMs, not because Sugar can't handle it, but because it's not a great idea to manage to companies on one CRM (regardless of the CRM you choose).

However, I can reccomend a simple solution to keep it all in one instance of Sugar:

Create a custom module with a template of "Company". Call it something like "My Companies" or something.

After launching the module, enter your two companies as separate records.

Finally, create a one-to-many relationship between the "My Company" module and the "Contacts" module. This will allow you to choose which of your two companies a contact belongs to and allow you to filter out contacts to see only those for one or the other company.

Good luck.


Sugar is very good at segregating information if I'm interpreting your question correctly you needs will be meet sugars structure.

     Company A                            Company B
  Contact 1 Contact2                Contact 3 Contact 4            Contact 5

Best thing to do is to go have a play with a demo instance on there site


If using paid version of Sugar, the best method would be to use the Teams feature. Create a different team for each company.

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