CiviCRM Community Forums (archive)

We are a company selling software. We would like to have a possibility to have a list of products (incl. different development versions) and then be able to keep track which customer (individual) uses/bought which version of a given product. Additionally we would like to store a date and other attributes along with the relation itself.

Could somebody please tell me how to achieve this in CiviCRM?

A solution with tags doesn't really seem to be the way to go ...

seems like you are looking more for an ecommerce package than CRM. You can check out Ubercart and see if that fits your needs better. We dont particularly do a good job of maintaining lists of products etc. You might want to do it as custom code

lobo

I don't have the impression that Ubercart would help us with this question. We are not trying to sell the software and store the information about the version that was purchased in CiviCRM (although that would be maybe an interesting idea for the not so near future).

When we import our contact lists into CiviCRM (we are still in the setup process), we would like to retain the information which version of the software the customer (contact = individual) is using.

How would you store this in CiviCRM?

use a custom group and custom fields.

if u r storing multiple records of the product/versions, you might want to use the "multiple records" feature of custom groups. However that is a bit limited, since you cannot import or use that custom group in a profile, u'll need to write custom code for that

lobo

thanks, I'm already in the process of setting it up and testing.

I'm not so concerned about profiles right now. Is there a chance though that this will be supported in a future version?