Hello SugarCRM users and SierraCRM Customers,
As many of you know, SierraCRM released a new product in August that was a blend of all three of our products into one. This new product will eventually become the only product we sell for workflow for SugarCRM. Plans are to discontinue selling Routing Manager, Marketing Manager and the original Process Manager. With that said here are some support issues we have dealt with since we released the product in early August:

• Modify Field as a Process Task: A new feature of PM Pro was the ability to modify a field in an object on the create or modification of that object. Some of our customers reported to us that the drop down list that holds the object fields was not filling. We had found that these customers were trying to create a stand alone Process Task, and not actually going through the Create Process -> Create Process Stage - > Create Process Stage Task. The newly created Process Stage Task has to be related back to the Process via the Stage to know what the object that triggered the process is.
• Populating emails with object data: As many of you know, when creating an email template in SugarCRM, you are only allowed to get Lead/Contact/Account/User data to fill the email template. Process Manager uses Sugar Email templates when sending emails. We added a new feature in PM Pro to allow any data from the object that triggered the process to be inserted into the email template. For example, if you wanted opportunity data to go out in the email then all you need to do is to put $opportunities_fieldname and PM would go and get this field and put in the outgoing email
• Routing Issues: on our initial release of PM Pro, we had an issue in which on object modify where the process is to route the object, the object would not get routed. This was an error on our part and an updated file was sent to all existing customers
• Sending Emails on Calls: We have a customer who has asked us to add the ability to send an email to the object related to a new Call. For example, if you created a Call and related to an Account - have Process Manager get the related Account email and use that as the to address and send the email to this Account
• Related Filter Fields - we have customers asking if we can add the ability to filter processes on related objects. As many of you know, we allow up to five filter fields to be included in a process. These filter fields can be either and/or. What some customers are asking for is to include the ability to get a related object to the object that triggered the process and also add filter fields for the related object.

As we receive more customer support calls and emails, we will add to this blog.

Regards,
Bill Convis
CTO SierraCRM, Inc.