Your Sugar Workflow Solution! Powerful Process Automation software for all editions of SugarCRM and SuiteCRM (Visit https://store.suitecrm.com/) that will allow you and your employees to spend more time doing what they do best: 'Selling To and Servicing Your Customers' and less time trying to manage the day to day repetitive tasks associated with managing your customers.
Process Manager Overview
Some of the key features of Process Manager 4.0:
- Easy to Use Drag and Drop UI
- Auto Convert your Legacy Workflow to Processes
- All new Email Functionality
- Calling REST services.
- Duplicate Processes
- A new condition operator - When Field Value changes from a value to another
- Append By Value and Append By Field when updating objects or related objects.
- Create Sugar Notifications for Sugar 7
Manage Lead Conversion
When a Lead is converted in SugarCRM the Notes attached to that Lead do not copy over automatically to the new Contact upon conversion. This tutorial of Process Manager 4.0 workflow module for SugarCRM, explains how you can setup a business process that migrates the Notes from the Lead to the new Contact. In addition to Notes, any related object can be moved along side the Notes during conversion.
Service Level Agreement
Another great workflow tutorial for SugarCRM. The power and simplicity of Process Manager 4.0 is highlighted in this video where we show you how to setup a business process on the creation of a case where the priority is High and the related Account is Gold Account. The company is obligated to complete the support case in one hour. If not, then the case is escalated.
Case Gets Closed: Automatically Close Tasks
Today's tutorial was created to show you how Process Manager can help you with Support Cases in SugarCRM. Many companies want SugarCRM to be able to automatically close all tasks related to a case when that case is closed. This video shows you how to do that with Process Manager Enterprise 2.5.
Update Fields in Related Modules
This demonstration uses Process Manager Enterprise 2.5 to show how to setup a process that runs when an account's Assigned User ID is changed, then it immediately updates all related tasks to have the same Assigned User ID as the account. Process Manager Enterprise works with the latest versions of SugarCRM including Community Editions.
Installing Process Manager Enterprise
Other add-ons of interest
Have calculated fields and logic hooks that your business depends on for reporting and business logic. Unfortunately those rules only run when a record is saved. Background Updater runs in the background to ensure your records are regularly updated so you can be sure your data is up to date.