Automating follow up and other matters

[jondreyfuss]

Hello,

I'm very new to Sugar. This is our second week with the application. I enjoy a number of the features, but I'm finding myself searching for some things that I would have assumed would be bundled. For example. I have a process for certain prospects, in which, when they send in a type of request, the user validates the requestor, and then sends out a response based on an email template. As the email template is being sent, I want the process to then either automatically set a follow up event, or to at least pop up a calendar to set this follow up task. This is basic stuff that I was doing in ACT 4-5 years ago.

Am I missing something?

Thanks
Jon

[dtokeefe]

Hi Jon,

In Sugar Pro, you use Admin > Workflow to automate the sending of messages and creation of follow up records. Workflow is a Pro feature not available in CE.

In CE, you can create Logic Hooks for automation. A logic hook is code, structured as required by Sugar, to execute at a certain moment (e.g. after a record is saved).

Feel free to ping me on Skype (dtokeefe) to discuss your project. We are SugarCRM Gold Partner.

Best regards,

David

Hello,

I'm very new to Sugar. This is our second week with the application. I enjoy a number of the features, but I'm finding myself searching for some things that I would have assumed would be bundled. For example. I have a process for certain prospects, in which, when they send in a type of request, the user validates the requestor, and then sends out a response based on an email template. As the email template is being sent, I want the process to then either automatically set a follow up event, or to at least pop up a calendar to set this follow up task. This is basic stuff that I was doing in ACT 4-5 years ago.

Am I missing something?

Thanks
Jon