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Thread: Sales manager needs activity e-mails

  1. #1
    sbantz is offline Sugar Community Member
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    Default Sales manager needs activity e-mails

    Does anyone know of a way to have SugarCRM e-mail the activities of sales staff to her each day? I have the sales staff set up as employees and they all have a "report to" field set as the sales manager. The sales manager would like to have a daily summary e-mailed to her that shows new accounts being added, new notes, etc. I am wondering if there is a way to automate this or if she just needs to run a daily report of some sort.

  2. #2
    ftreml's Avatar
    ftreml is offline Sugar Community Member
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    Default Re: Sales manager needs activity e-mails

    The new release of ZuckerReports (currently beta) supports sending such reports regularily by email using the Sugar scheduler. There is some work involved making the report show what you expect, of course, but basically this can be done in a few hours.

  3. #3
    sbantz is offline Sugar Community Member
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    Default Re: Sales manager needs activity e-mails

    I will give that a look. That's for the tip.

  4. #4
    jbarrett is offline Junior Member
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    Default Re: Sales manager needs activity e-mails

    Quote Originally Posted by sbantz View Post
    I will give that a look. That's for the tip.
    Have you had any updates with this? I am currently working on a daily activity query.

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