Is there anyone that has used a Loan Calculator with SugarCRM? If so, can you provide some information!
Hi Diana Flores,
I've done something like this before in the Leads and Opps module in order to help size/qualify prospects in retail banking environments.
First step is to break down all the inputs - use something like https://www.bankrate.com/loans/personal-loans/how-to-calculate-loan-payments/ to point all the questions (fields) that your loan officer would capture from a user (or some might have been prepopulated from web form submissions)
That same site also gives you the formula - which you can use SugarLogic with. This is likely to become relatively complex - so from a best practice pov, I'd often use hidden fields to capture the components of the formula.
Two other learnings I had:
Hope this helps!