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Thread: Is this a good use for sugarcrm?

  1. #1
    orev is offline Junior Member
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    May 2008
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    Default Is this a good use for sugarcrm?

    Sugar Version: 5.0 e
    Sugar Edition: Sugar Community
    Operating System: Windows XP
    Installed via Windows fast-track installer 5.0.0e

    I'm evaluating products, and I've heard so much good about SugarCRM. It seems like a great and powerful tool, but with great power comes great complexity. After spending several hours with Sugar, I'm still not sure if it can do what I need, so here's the scenario:

    I'm looking for a system that does a few things:
    1) Allows managers to assign tasks to subordinates. Subordinates should not be able to see the manager's tasks, or those of the other subordinates.

    2) Managers should be able to see the progress of all their subordinates, preferably in some sort of chart.

    3) Recurring tasks should regenerate every day, or at a given time. For example, if Bob starts at 8:00, his tasks should be generated with due date/time based on 8:00, while Joe starts at 12:00, so his tasks should generate from 12:00.

    So, can SugarCRM do this?

    At this point it's mostly task management, but I do see that in the future the customer relationship stuff will be more valuable, just not right now. If sugarCRM can do this, it would be great, so everything can stay in one system.

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Is this a good use for sugarcrm?

    Quote Originally Posted by orev
    Sugar Version: 5.0 e
    Sugar Edition: Sugar Community
    Operating System: Windows XP
    Installed via Windows fast-track installer 5.0.0e

    I'm evaluating products, and I've heard so much good about SugarCRM. It seems like a great and powerful tool, but with great power comes great complexity. After spending several hours with Sugar, I'm still not sure if it can do what I need, so here's the scenario:

    I'm looking for a system that does a few things:
    1) Allows managers to assign tasks to subordinates. Subordinates should not be able to see the manager's tasks, or those of the other subordinates.

    2) Managers should be able to see the progress of all their subordinates, preferably in some sort of chart.

    3) Recurring tasks should regenerate every day, or at a given time. For example, if Bob starts at 8:00, his tasks should be generated with due date/time based on 8:00, while Joe starts at 12:00, so his tasks should generate from 12:00.

    So, can SugarCRM do this?

    At this point it's mostly task management, but I do see that in the future the customer relationship stuff will be more valuable, just not right now. If sugarCRM can do this, it would be great, so everything can stay in one system.

    Hi, orev.

    SugarCRM can do that for sure!
    The Requirement 1 can be implemented right fast.
    The Requirement 2 can be implemented creating a new chart, not hard to do.
    The Requirement 3 can be implemented right fast, we have built this same feature to a customer.

    Best regards.
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  3. #3
    orev is offline Junior Member
    Join Date
    May 2008
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    Default Re: Is this a good use for sugarcrm?

    Thanks for the info. I guess I'm also looking for some information on how to go about doing those things. Do you know of any documentation or resources that can help me? I've looked through the basic docs, and haven't found anything so specific just yet.

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