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
 

What did you think of this article?




Trackbacks
  • No trackbacks exist for this post.
Comments
  • No comments exist for this post.
Leave a comment

Submitted comments are subject to moderation before being displayed.

 Name

 Email (will not be published)

 Website

Your comment is 0 characters limited to 3000 characters.