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Thread: HOWTO: Automatic task triggers

  1. #1
    mhafez17 is offline Junior Member
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    Oct 2009
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    Default HOWTO: Automatic task triggers

    Hey guys, I am trying to switch from Sugar from highrisehq. I have a database of a bunch of contacts I have not visited yet. Once I visit them, I want a series of tasks to be created for that contact (ie call in 2 days, mail something in 4 days, email in 5 days etc). Is there a way I can go into that contacxct screen and setup a series of events like that on certain days?

  2. #2
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Aug 2006
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    Default Re: HOWTO: Automatic task triggers

    Not automatically. You have a couple of options:

    1. use an extension like Process Manager http://www.sugarforge.org/projects/processmanager/

    2. Custom code using logic hooks

    3. Manually create the reminders every time you create a new lead

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