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Thread: Easy Help needed

  1. #1
    OasisDesigns is offline Junior Member
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    Default Easy Help needed

    Hi
    I am just starting to learn Sugar CRM and need help on following. I believe this will help me to get started

    Under Accounts, This is what I want to create. If somebody can explain to me in simple steps ( Non techie person)

    Field I want is:
    1>>
    When does account start- enter date
    And automatically it creates a expiry date after 1 year


    2>> Is domain registered under My name
    If yes--> input Date of registeration
    --> Name of Registerar
    If No---> Nothing


    Help pls

  2. #2
    OasisDesigns is offline Junior Member
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    Default Re: Easy Help neededFlanutra

    Help pls...no replies

  3. #3
    roblaus's Avatar
    roblaus is offline Sugar Community Member
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    Default Re: Easy Help needed

    This sort of functionality requires a workflow logic which is not available in Sugar CE. Please check the documentation for the Professional Edition.
    __________________________
    Robert Laussegger
    http://www.iscongroup.net

    Bei Fragen: support@iscon.at
    Die deutschen Sprachdateien für SugarCRM und das deutsche Handbuch gibt es hier: http://goo.gl/kPsAz
    Ab sofort auch mit 6.4.2

  4. #4
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Easy Help needed

    You could do it via a logic hook, but it requires some programming knowledge. This isn't a point and click thing, definitely not for the non-techie.

    Per Roblaus comment, you would need Professional or Enterprise edition to simplify the process a bit, via the workflow automation tool.
    Regards,

    Angel Magaña
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

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