Entering data in the CRM system is not enough, it is important to keep the information up-to-date.
The manual update is a routine and time-consuming task, and today we will talk about how to automate the process. During our SugarCRM webcast, we will show you how to solve the task “When Contact leaves the Company, remove Contact from Opportunity participants and/or assign Task to the manager on Contacts List update”. Most importantly, you absolutely do not need programming knowledge for such SugarCRM customization. That’s great, isn’t it? Read more
Author: Viktoriia Polishchuk, CRM Consultant
When I first met Logic Builder I was intrigued. I have already worked with other visual designers, like Red Hat BPMS and I even used to code myself once upon a time. One of the reasons I’m not a developer now is that I loved designing algorithms, but I used to dread coding itself. The more code I had the harder it was to recognize my logic behind it. I wanted a picture I can absorb in one glance, not a pile of code text, where I get lost. Read more
As an open source CRM solution, SugarCRM is highly customizable. It is no wonder that many companies choose and love SugarCRM for its unparalleled flexibility. However, sometimes customization requires code changes that take time and money. Our experience shows that a lot of such tasks can be solved with configuring instead of programming. This is possible due to Logic Builder, a cloud visual tool belt for SugarCRM configuration. With Logic Builder, you can customize your CRM system in a fast and easy way without writing even a line of code. Read more