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Thread: to be informed for any changes/data ?

  1. #1
    marveljojo75 is offline Senior Member
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    Default to be informed for any changes/data ?

    hello all,

    Is there any mean to be "updated" or informed for any changes inside SugarCRM ?

    I'm using the Community Edition, last version, and I'm trying to discover if I can use some options in order to inform my commercials for any changes made for any contact/account/project...

    any idea for any luck ???

    Thanks !!

    MJ

  2. #2
    sugarcane is offline Sugar Community Member
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    Default Re: to be informed for any changes/data ?

    Hello,

    check out the documentation for CE. You can find it here: https://www.sugarcrm.com/crm/support...mmunityEdition

    When you click in the Release Notes for the various versions, it should list platform changes, new features, as well as bug fixes.
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

  3. #3
    marveljojo75 is offline Senior Member
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    Default Re: to be informed for any changes/data ?

    hello,

    thank you for this information...but I've already did it

    It's just that I'm lost with all of the CE options, and just need to know if it is possible to be informed for any changes for any data within the CRM.
    My commercials are doing severals changes some times and it taking me more time to find it out..instead, if I receive an email for any modifications made by my users, it will save me plenty of time !!!

    any idea ?

  4. #4
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: to be informed for any changes/data ?

    While possible with a little customization work, I think you'll quickly find that this is very ineffective as you'll end up getting so many e-mails, you won't be able to keep up. It all becomes noise after a while.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

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  5. #5
    sugarcane is offline Sugar Community Member
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    Default Re: to be informed for any changes/data ?

    Hi MJ,

    Angel is correct, you probably don't want to be notified for every single change that is made in the system. If there are a handful of important fields, then a workflow tool would allow you to send out a notification when a change is made for one of those fields. Workflow is available with Pro and Ent, but you might want to take a look at the Sugar Forge and see if there is anything there that might fit your needs. Your other option is to have a developer code this in.
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

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