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!.
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