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Thread: Proposal Log Functionality

  1. #1
    rickvd is offline Junior Member
    Join Date
    Jan 2010
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    Default Proposal Log Functionality

    We currently use an access proposal log to enter proposal numbers, customers, value of proposals and results (won/lost/rebid).

    We are using the community edition of Sugar CRM and I have not seen a way to incorporate this functionality into Sugar, but it would be nice to have the Proposal log and Sugar talk to one another or have the proposal log functionality included in Sugar. (one point data entry).

    Is anyone interfacing Sugar CRM to Sage's Mas500?

    Has anyone interfaced project close out, customer feedback and project analysis in Sugar?

    Thanks - Rick

  2. #2
    kuske's Avatar
    kuske is offline Sugar Community Member
    Join Date
    Oct 2007
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    Germany
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    Default Re: Proposal Log Functionality

    What exactly do you mean with a proposal log?
    Normally you can create new modules with the modulebuilder and new workflows e.g. runníng proposal numbers with logic hooks.

    The interface to sage mas 500 should be very simple if you know the tranaction mechanisms of sage. Hint: search for TANs (TransAction Numbers). The interface could be realized by direct datbase access in a logic hook or by en EAI/ETL Tool like Talend.
    Harald Kuske
    Pre-Sales Engineer Central Europe

    SUGARCRM Deutschland GmbH
    Erika-Mann-Str. 53, 80636 Munich, Germany
    Email: hkuske@sugarcrm.com
    Home: http://www.sugarcrm.com


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