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We have a customised Sugar. mostly custom modules. v6.5, build with module builder. nothing too complex.
We are a small biotech business and treat patients. when a patient contacts us, they usually send some documents (diagnosis etc etc) and we send them important documents back either as
Information "I" (to be acknowledged),
as (legal) Documents "D" to be signed or
as letters "L" to explain the information we send them (e.g. clinical studies).
There are four packages consisting of different "I", "D" and "L"s which we send to the patient in sequence. in other words, we send them package 1, they read and returned signed docs, then we send them package 2, then 3, then 4 etc...
we need these documents to be attached to the patient und the detailview subpanel, so that we have an overview of what has been sent.
Receipt of docs from patient by email
At the moment its a bit awkward but we do use the email client and i...
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