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Thread: Can Sugar CRM support what I want to do

  1. #1
    daaussie is offline Member
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    Smile Can Sugar CRM support what I want to do

    How exciting - I am new to SUGAR and very eager to get this started.
    Can anyone help an amateur with quick answers to these questions:

    I have 10,000 templates (.doc, .rtf, .odt) that I have developed which we manually cut and paste into emails, or alter and pdf and then attach to emails. Can these be uploaded to SUGAR, how? and how do you automate some of these attachment processes which are always the same?

    I have 1,000 client contacts in a spreadsheet, fields include, date, advertsiing source, employee, service required. How do I pull this data to SUGAR?

    I have more clients in our accounting package, what files does SUGAR upload and read? Where in sugar do you go to do this?

    What should I do if we manually created client folders by company name or personal name (if no company).

    Can SUGAR be automated once an enquiry becomes a client, to automaticaly prepare Terms with their name on it, and email them to confirm the services we provide?

    Can SUGAR read a website form that customers pre-fill out so that we do not need to cut and paste fields into SUGAR (eg telephone number, address, services selected). What type of form should be constructed and how should it be fielded? I just dont want to pay a website designer to do it only to find that it can be integrated with SUGAR.

    I have more questions, this just the beginning

  2. #2
    malcolmh's Avatar
    malcolmh is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Can Sugar CRM support what I want to do

    Here answers to most of your questions:

    have 10,000 templates (.doc, .rtf, .odt) that I have developed which we manually cut and paste into emails, or alter and pdf and then attach to emails. Can these be uploaded to SUGAR, how? and how do you automate some of these attachment processes which are always the same?
    A. For email templates use the Sugar email template, for other upload the docs into the document module.

    I have 1,000 client contacts in a spreadsheet, fields include, date, advertsiing source, employee, service required. How do I pull this data to SUGAR?

    A. Import function available in each module, use csv files
    I have more clients in our accounting package, what files does SUGAR upload and read? Where in sugar do you go to do this?
    A. see previous answer

    Can SUGAR read a website form that customers pre-fill out so that we do not need to cut and paste fields into SUGAR (eg telephone number, address, services selected). What type of form should be constructed and how should it be fielded? I just dont want to pay a website designer to do it only to find that it can be integrated with SUGAR.
    A. Yes, look at the web2lead form function under campaigns
    Cheers Malcolm

    Genius4U Limited - Ingenious simple IT solutions for you / Genial einfache IT Lösungen für Sie
    http://www.genius4u.com or http://www.genius4u.de

  3. #3
    daaussie is offline Member
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    Default Re: Can Sugar CRM support what I want to do

    Thanks, fairly clear.

    Some more questions,

    do i use evolution mail (standand on ubuntu), or do i Have to use thunderbird because it is the only open source email with a plugin? where is the plugin and how do you install it on ubuntu OS?

    how do you automate the process, so say customer fills out form, then can SUGAR email them to confirm job specifications, and email PDF terms with their name and address in it?
    Last edited by daaussie; 2008-11-20 at 09:40 AM.

  4. #4
    daaussie is offline Member
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    Default Re: Can Sugar CRM support what I want to do

    also, i got this error messages, but cant seem to fix:

    Warning: Please upgrade Chart Data Cache using the upgrade in the administration panel

    Warning: Please upgrade htaccess using the upgrade in the administration panel

    WHen I click "Quick repair and build"

    I get the following error:
    Warning: set_time_limit() [function.set-time-limit]: Cannot set time limit in safe mode in /home/tradema/public_html/sugar510b/modules/Administration/repairDatabase.php on line 40
    Repair Database

    How do i fix? and should i do this before configuring SUGAR?

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