Most SugarCRM customers are businesses that use Sugar to manage their sales, marketing and support interactions with other businesses. This is commonly referred to as a B2B, or business-to-business, model.
But Sugar can also be used in a B2C, or business-to-consumer, environment. This is where a business uses Sugar to interact not with other businesses but with consumers. A typical example is an insurance agency that sells insurance claims to individual consumers.
Sugar by default places the Accounts module front-and-center in key linkages to other modules, like Opportunities. For instance, an Account must first exist before you can create an Opportunity. This is in line with B2B requirements. Still, it is possible to configure Sugar to support a B2C model where the notion of Account is secondary.
Thanks to a few easy to do customization in Sugar, you can change the default B2B workflow and structure of the application to a B2C one. To do this, do the following:
- Hide the Accounts module in the ‘Display Module Tabs and Subpanels’ admin panel
- Add this directive to the config.php file:
$sugar_config['require_accounts'] = false;
- Hide the account_name field from the panels on the Contacts, Cases, Contracts, Leads, Opportunities, Products, Targets, and Quotes modules
There may be other areas in the app to tweak based upon your business requirements and other modules you have loaded, but this should get you out of having the need of using the Accounts module throughout the app. Let us know in the comments on any other tweaks or tips for B2C app building on the Sugar platform.