by CM & Sugar

Creating individual workflow processes and define detailed automatization tasks for your CRM. Break out of the standard Sugar workflow frame and extend your CRM with your very own, personal BI. No need of hiring external consultants doing your customizations; stop dealing with compatibility problems and communication issues that come with it. Save money and get done faster! Keep your CRM as it is meant to be, your CRM!

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CM & Sugar TaskEngine

This add-on provides you with the general workflow set-up of Sugar plus a bunch of more features, to setup you individual instance as your private business CRM. Depending on your network configuration (infrastructure) you can create continuous workflow queues, complex record comparisons, new alignment of data and nested task flows triggered step by step.

For full usage you will need an administrator user, who should have the mandatory skills of reading and manipulating records within the world of SugarCRM. We tried to keep it as simple as possible, thus there are only three entities available within a module scope. Defining your Workflow Container (Task Engine) and link it with your set of specified Conditions and wanted Actions.

If you ever have any questions or need help just let us know. We are here to help!

Getting started

  1. victorflores member avatar

    victorflores

    7 years ago

    I'm using suitecrm 7.3 and does not work, I deploys options can you help me?

    • cm_sugar member avatar

      CM & Sugar Provider Affiliate

      7 years ago

      Hello, please provide me with screenshots of your setup. Did the installation work? What does not work exactly? You can mail to roger.steinig@cm-sugar.org.

      Thanks,

    • victorflores member avatar

      victorflores

      7 years ago

      enter image description here

  2. cm_sugar member avatar

    CM & Sugar Provider Affiliate

    7 years ago

    Which browser do you use? Can you provide a log of your error console of that browser. I know, there are changes made at Suite and dropdown handlings. Those missing option elements are displayed and maintained by Sugar itself. But to be sure, I will need your input. Another option would be, you host a quick websession and I could have a look on your CRM.

  3. cm_sugar member avatar

    CM & Sugar Provider Affiliate

    7 years ago

    Please answer the outstanding questions for supporting your case. Thanks.

  4. victorflores member avatar

    victorflores

    7 years ago

    Hello

    I use a google chrome, I don't have a problem with given to you the credential of my CRM, I send you for email or here ?

    Thanks

    • cm_sugar member avatar

      CM & Sugar Provider Affiliate

      7 years ago

      Hello, yes we should do so. Either you provide me your credentials to my e-mailaddress: roger.steinig@cm-sugar.org, or we will host a websession. I am sorry for my late response. Unfortunately I am at vacations right now, which creates some delay.

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