Routing in the new PM Pro
Hello SugarCRM and SierraCRM customers,
We have been getting asked about the new routing feature in Process Manager Pro. For this first release of PM Pro, routing only works on the create or modification of an object. You could setup a process to run 'At This Time' in which you get leads or contacts and then call the Process Task - Modify Field - and set the id = the id of the new user. However, notification would not happen.
We are adding this as a feature for PM Pro v2.
Thanks
SierraCRM, Inc.
http://www.sierracrm.com
We have been getting asked about the new routing feature in Process Manager Pro. For this first release of PM Pro, routing only works on the create or modification of an object. You could setup a process to run 'At This Time' in which you get leads or contacts and then call the Process Task - Modify Field - and set the id = the id of the new user. However, notification would not happen.
We are adding this as a feature for PM Pro v2.
Thanks
SierraCRM, Inc.
http://www.sierracrm.com

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