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Thread: Activity series in Sugar?

  1. #1
    maxmadison is offline Junior Member
    Join Date
    May 2007
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    Default Activity series in Sugar?

    I've been an ACT! user for about 5 years now, and I'm considering moving to Sugar. I've installed the open source version and played around with it for a while and it seems to be missing a critical feature that I use daily in ACT: the activity series .

    When I make a sale to a client, I need to schedule a dozen or so activities for that client (tasks, meetings, etc.). Having to enter each activity individually for every client would be a show stopper.

    I've searched the forums, the wiki, the web, and can't seem to find any information about Sugar having an equivalent of Act's "activity series" function. Am I missing something or is this feature just not there?

    -- Kenn

  2. #2
    maxmadison is offline Junior Member
    Join Date
    May 2007
    Posts
    2

    Default Re: Activity series in Sugar?

    Does nobody know the answer to this? Honestly, I've searched everywhere and can find no reference to this feature in Sugar, but it seems like such an important feature that I thought I must be overlooking it.

    Am I missing something, or is the feature just not there? Anyone know?

  3. #3
    johnstevens is offline Sugar Community Member
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    Feb 2005
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    Strijen (Near Rotterdam)
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    175

    Default Re: Activity series in Sugar?

    Hello Maxmadison,

    You can do that easily with the workflowmanager. But this is only available in the professional version. So like ACT, you need to pay a small year fee.

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