Hi All,
I am completely new to SugarCRM and my boss wants an automated process I don't seem to be able to deliver with the community edition - if the following is taken care of in the paid editions then can someone please post a link to details about it - I can't find it.
Basically, when the boss duplicates a project full of pre-assigned project tasks, in a new clients name, he wants everybody whose task is immediately 'do-able' to get an email, any task which has an incomplete dependency ('depends on') he doesn't want people being distracted by until they too are 'do-able'.
I can't arrange it, every time an individual with the right to assign another individual a task does so, the assigned individual gets the notification email no matter the status of the 'depends on' task. I've hunted through the forums and the wiki - I'm sure someone else must have been down this road and I just can't find their trail.
Please help me with anything you think might, please please tell me if I am barking up the wrong tree trying to achieve this with 'project tasks'.
Rob.


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