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February 2012
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Recent Posts

  1. Routing with a Process
    Friday, January 13, 2012
  2. Routing Precedence
    Monday, January 09, 2012
  3. PM Pro v2
    Wednesday, December 21, 2011
  4. Webinar in Collaboration with SugarCRM
    Tuesday, December 13, 2011
  5. What is workflow and why is it important in CRM
    Monday, November 21, 2011
  6. SierraCRM in Europe
    Friday, November 04, 2011
  7. Upgrade Pricing
    Wednesday, October 19, 2011
  8. Routing in the new PM Pro
    Monday, October 17, 2011
  9. Observations from customers of PM Pro
    Friday, October 07, 2011
  10. Process Manager Pro Routing and SugarCRM Pro
    Tuesday, August 16, 2011

Recent Comments

  1. Bill Convis on Process Manager Pro Released
    8/11/2011
  2. Glen on New Process Manager
    7/22/2011
  3. Bill Convis on Task Start Time Delay Type
    5/31/2011
  4. Bill on SugarCRM 6.1
    5/23/2011
  5. mike d on SugarCRM 6.1
    5/22/2011
  6. Bill on SugarCRM 6.1
    2/3/2011
  7. waqas on SugarCRM 6.1
    2/1/2011
  8. Brian on Process Manager Professional
    5/11/2010
  9. Daniel Lucazeau on Upgrading SugarCRM with an installed Process Manager
    3/2/2010
  10. Dan on Process Manager Enterprise for MYSQL 5.5
    2/3/2010

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New Features in Process Manager

We are adding the ability to trigger a process on a call. Also - new feature allowing a Project Task to be created on the create/modify of a Project in Process Manager.

SugarCon 2011

SierraCRM will be a silver sponsor at this years SugarCon 2001 in San Francisco. We will be showing all our products and speaking about how TrustMRC uses Process Manager in its estimationPRO application to bring increased profits to the contracting industry.

Reminder Time in PM Created Calls

Customer has reported a bug in Calls generated by Process Manager when the Process Task does not have the Reminder Time check box checked and a choice selected from the associated drop down list.

We confirmed the issue and are updating our Process Manager products to fix this issue. We will be sending an email to all customers with instructions on a fix.

Thanks,
Customer Support
SierraCRM, Inc.

Custom Modules for PM 5.5

We have completed the testing for custom module support for our earlier product, Process Manager 5.5. If your interested in purchasing this please contact us at sierracrm.

SugarCRM 6.1

We just installed SugarCRM 6.1 on our linux server and are beginning the process of qualification tests on our products - the first test was to try and install Process Manager Community Edition. It installed but at the end gave an error on the loading of the five pre loaded templates. Apparently one of the sugar tables we are inserting a record in has a change and we need to research.

Once we installed the product we noticed that none of the preloaded templates are there. We we will fix that and repost a new PM CE. Built a simple process on new lead and it works fine.

Marketing Manager 6.0 Released

We released Marketing Manager for SugarCRM 6.0 on our storefront.  Trial copy also available at website, www.sierracrm.com.

Process Manager 6.0 New Feature and Custom Module Demos

We have added two new videos to our demo page.  One an overview of our new features, and the second a short demonstration on how to create a task on a custom module.  http://www.sierracrm.com/Demos3.html

SierraCRM Process Manager 6.0 MYSQL is now available (8/17/10)

We are happy to announce the release of Process Manager 6.0. for MYSQL.  Please check out our storefront for more information. Please continue to watch the blog for additional information on other product line annoucements.

If you have purchased maintenance for Process Manager in the past year, you will receive a copy of the upgrade files.



Bug found in Marketing Manager

Folks,
We were setting up a Marketing Campaign here at SierraCRM and found a bug when Selecting a Marketing Query for a new Campaign.
If you create a Marketing Campaign and instead of Creating a new Marketing Query, you choose an existing one - Save2.php threw a fatal error. We found the problem to be in /modules/MKT_Marketing/metadata/detailviewdefs.php

We are sending out a notice to all customers with the updated file.

Thanks
Customer Support
SierraCRM, Inc.

Bug Found in Cancel Process Event

Process Manager Customers,
One of our customers has discovered a bug in Process Manager that has been fixed as of 5/19/2010. This customer had three processes on Lead Modify. Each of the processes was triggered on status = 'a specific value' and a cancel event where status != 'the same value'. The processes had an immediate stage and delayed stages. As soon as the lead was modified to match the status - the first stage was triggered and was completed - then the delayed stages were queued up to run. However, because Process Manager had two other processes setup with cancel events on different values against the same field - the delayed stages were being removed from the queue.

A fix for this bug will be sent out to all registered owners of Process Manager.

Thanks
Bill
Customer Support
SierraCRM
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