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Thread: Is there any cash flow traking in SugarCRM?

  1. #1
    atom is offline Member
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    Question Is there any cash flow traking in SugarCRM?

    I have a question after trial for the sugarCRM community, is there any cash flow tracking in sugarCRM, even sugar Pro? I can not find it.

    I need to know how many ACCOUNT RECEIVABLE still not be received in every contract by the month, and need to force sales people to chasing it. Is this functional in Pro version?

    If so, it will be a greatly help for my regular job.

    Atom

  2. #2
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: Is there any cash flow traking in SugarCRM?

    I don't know about the Pro version, but it's not available in the Community Edition. But with a little work in Studio to build an Accounts Receivable module and some workflow (process Manager) + reporting (Zucker Reportts) this is very achievable.

  3. #3
    atom is offline Member
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    Default Re: Is there any cash flow traking in SugarCRM?

    Oh, I see. I will try your suggestion. Thank a lot!

    Is there any multiple layer of the manager in the sugarCRM / Process Manager / Zucker Reports?, such as:
    + Director
    |
    - Manager #1
    | |
    | - Salesman #1
    | - Salesman #2
    - Manager #2
    | |
    | - Salesman #3
    | - Salesman #4

    Director can see all manager groups. The manager #1 can only see Salesman #1 and Salesman#2, and the manager #2 can see Salesman#3 and Salesman#4 only, they can not see eachother, and all salesman can see themsleves only.

    Director need to know all AR for his dept, and the manager need to know all AR for his group, salesman need to know the AR for himself.

    Hope above is clear.

    Atom

  4. #4
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: Is there any cash flow traking in SugarCRM?

    You should look to Roles (Admin>Roles) for data segmentation and if that's not enough, then one of the Teams modules gives you additional granularity

  5. #5
    atom is offline Member
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    Default Re: Is there any cash flow traking in SugarCRM?

    That's great for me!

    Thank you so much!

    Best wishes for Merry Christmas!

    Atom

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