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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Installation Guide

Installing the Add-on

1. [Step 1]

Download & Install the package by Sugar Modulloader. It is a normal extension, which can be installed and uninstalled at any time.

2. [Step 2]

For installation, you must be logged in as an admin user. Navigate to "Admin", click "ModulLoader" and select the downloaded package (.zip) for upload

3. [Step 3]

After uploading you can press the "Install" button. Follow the instructions by Sugar till your got located back to the ModulLoader interface.

4. [Step 4]

If you discovered any issue during your installation, fell free to contact us. Please send for each request of that kind an attached Screen-shot plus a short description (flow) of your steps.

5. [Step 5]

Once you succeeded with the installation go back to "Admin". Head out for "Repair" and "Quick Repair and Rebuild". This step will rebuild any possible views, repair your database setup aligning to the installed modules and clear old cached files. Maybe you will get an output, which asks you for executing some SQL on your database. We recommend you to consider such changes with your local SugarCRM administrator, because the can affect your runtime environment critical.

The task engine will cast such an output for you and asks for updating the database for missing tables. You must execute those instructions for using the tool properly. You can redo that procedure and check, if the repair succeeded. Feel free to consider us, if you feel unsure. We will try to help you in such a case.

6. [Step 6]

After installation there will be a new link at your "Admin" section called "CMS Workflows". It will allow you to determine, which module and fields should be triggered by the add-on and define individual task chains.

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