Is there a way to track...

[bert]

My company is using Sugar 4.01. We do hosting and intenet support.
Is there a way in Sugar to have a list of each clients software that we can track. When updates to the software become available, we can contact them.
Example: Jones company has MySQL - 4.1.18, phpMyAdmin 2.8.0.2.
Thanks,
Bert

[y2chuck]

There's probably a few ways to handle this. Here's how I'd approach it:

1) Create a custom field of type "dropdown" in the accounts module so you'd end up with:

custom field: mysql_databases
- 4.2
- 4.23

etc etc

custom field: myphpadmin
- 2.8
- 2.9

custom field: CMS_mambo
- 4.5
- 4.5.1

basically create a custom field for each software package and list all the versions as the options.

2) In Studio, edit the editview and detailview pages and add a custom field to each for each software package.
3) you'll be able to go into each account and select which version the client is using for each software package - a bit of a pain, but only for the first time around to back-fill all the clients.
4) create a report (or if you're using OS, just make a SQL query) to pull out which software package each client has
5) add the applicable contacts to a campaign to notify them.

That should work ok unless you have hundreds of software packages available.

Just thought of something, when you release a new software update, do all clients get updated automatically? If so, you shouldn't even need to track it, just fire off a campaign to all your customers notifying them of the upgrade.