by Rolustech

Interactions with your CRM are now faster, easier, and simpler than ever! Skip logging in and navigating to the right page, and just talk to your Sugar instead.

Release Notes

Version 1.0 (Available: 01/03/20)

Compatibility:

  • 8.0.0 Pro
  • 8.0.0 Ent
  • 8.3.0 Ent
  • 9.0.0 Pro
  • 9.1.0 Ent (On-demand)
  • 9.2.0 Pro
  • 9.2.0 Ent (On-demand)

Scope:

Skip logging in and navigating to the right page, just talk to your Sugar instead and make your interactions with your CRM faster, easier, and simpler than ever! The RT SugarVoice plug-in ensures your voice assistant is exactly that; an assistant that you simply need to give instructions to in order to schedule meetings, receive important updates, and much more.

Features:

  • Schedule Activities (Meetings, Calls, Tasks)
  • Update Activities
  • Add Attendees (Contacts, Leads) to Activities
  • Dictate Notes
  • Attach Notes to Contacts or Activities
  • Get updates ahead of your Schedule
  • Check when you are free
  • Notifications of upcoming Meeting & Calls
  • Set Reminders (Tasks)

Known Issues:

  • A duplicate meeting is created for the same invitee on the same day if we create a meeting in steps.
  • The time of only one activity is retrieved in today's agenda.
  • For a note, “attach it to the Call at 5 pm with John Smith” is not working but works in other scenarios crm_id needs to be removed from the config file when a user uninstalls RT SugarVoice plugin.
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