Logic Builder for CRM

Logic Builder How-To. Dealing with Custom Modules [Video]

Basic Notification Example [Video]Sometimes out-of-the-box SugarCRM modules don’t fully satisfy your needs, and you have to create custom modules instead.

In this short video we demonstrate how to deal with custom modules in Logic Builder. As a matter of fact, there is no big difference if you work with a custom module or a standard one. However, this illustrative example explains the principle of working with custom modules in more detail. Read more »

Logic Builder How-To. New Note Gets Lead to In Process Status [Video]

Basic Notification Example [Video] If you use SugarCRM, you probably know how important it is to always keep Lead status updated. Failing to do this may lead to the situation when you forget to process Lead timely.

In this video we share an example of implementing simple logic for Leads in Sugar, using Logic Builder. You’ll see how a Lead automatically gets In Process status, once a new Note is added to Lead. Quite useful SugarCRM customization, isn’t it? Read more »

Logic Builder How-To. Basic Notification Example [Video]

Basic Notification Example [Video]If you are new to Logic Builder, we recommend you to read a short guide on how to get started with it as a first step.

This video shows how to implement simple logic for custom notifications in SugarCRM by means of Logic Builder, a visual scripting tool.

You’ll see how to create a visual script, which would send a notification to users, whenever a new comment is posted to their Acitivity in Activity Stream. Read more »