How to use Sugar CRM to not duplicate the work!

[olisipo]

Dear Friends,,

I am new in using Sugar CRM, however I already find it very usefully, but I do not know how to do some actions.
I have to said that I used sugarCRM to help some company to recruit people to work in a company.
I will try to describe my problem:

1- When some person of an account contact us, we try to find some people that fulfil their need, like a SUGAR CRM programming specialist.
2- When I find some Curriculum Vitae (CV) that I think that could interest to out client I attach it in the history of the contact account in order to know that I am going to send this CV. I attach also our quote in the History.
3- After I have select the cv and have our quote I have to send both to the account contact. I would like to send it using the email module of SUGAR CRM. But this is my problem I do not know how to get both the CV and the quote form the history and attach them both in the email. For now the only way that is to find to send the email is to get cv and the quote from my computer and attachment them in the email.

Please could some one help me.

Best regards,

Antonio

[andopes]

Hi Antonio

It can be done but it needs a couple of programming.
The Emails module can be customized to automatically attach the notes from Account/Contact into Email to be sent.
Does it fit your needs?

Regards