Architecture Question

Hi all, would appreciate any opinions on how you would set up the architecture based on the scenario below.  


I've got 'Agents' and 'Suppliers'. They are very different, but Agents can be a Supplier and a Supplier could be an Agent. From a user point of view, it would make sense to manage these as separate sections. 


I see my options as the following and would value anyones input. 


1. Use Accounts Section for both and create columns for both scenarios. 

The only disadvantage of this is that the user wouldn't have clear different sections to find each one. 


2. Create two new sections which are for 'Agents' and 'Suppliers' and do not use the 'Accounts' section. 


3. Use two sub-sections from Accounts for "Agents" and "Suppliers" - effectively creating separate profiles, but connected the overarching Account. I think this is built upon the "Partnerships" Section that is already there, which could be used for "Agents".


Thanks all!




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Hi Mark!

Use Accounts Section for both definitely (1st option).
sers can work with filters or you can add some 'Quick filters' for switching between Agents and Suppliers to make it more comfortable.

Vladimir Sokolov,

Thanks Vladimir.


I also read that you can create a section based upon the object of another section? I.E A Section called 'Agents' which would be Accounts with the type "Agents". Does this sound logical option? 

Would you also use the Invoice section for both "Agent" (revenue) invoices and "supplier" (Cost of sale) invoices? 


Thanks for your help!







we would not recommend you to create a sub-object as a separate section as it can only be done through configuration and database changes, which can harm the system.


As a solution we can offer you a couple of options:


1. You can create a folder in the section, which contains all necessary data and will be available for you as a separate list.


2. If you need to transfer some data to a different section so it will only be visible for a number of users, this should be done via roles and permissions.


3. Finally, if a part of data in the object is really important and needs to be in a separate section, we would strongly recommend creating a new object and using it for a new section.




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