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Bug found in Marketing Manager

Bill — Fri, 21 May 2010 20:00:00 GMT

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

Bill — Thu, 20 May 2010 17:57:00 GMT

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

Process Manager 5.5 Released for SugarCRM On Demand

SierraCRM BLOG — Tue, 18 May 2010 23:25:00 GMT

Process Manager 5.5 MYSQL will now work with SugarCRM On Demand. We have created a new version to work with SugarCRM On Demand. The current version of Routing Manager 5.5 MYSQL will work with SugarCRM Professional, Enterprise and On Demand. Please see our store front for more info.

Process Manager Professional and SugarCRM CE

Bill — Tue, 11 May 2010 14:51:00 GMT

SierraCRM's Process Manager Professional version is not installable under SugarCRM Community Edition. There is a community edtion of Process Manager available here - http://www.sugarforge.org/projects/processmanager/.

New Customer for Life Demo-Tutorial

Bill — Fri, 30 Apr 2010 16:30:00 GMT

We've just completed recording and posting a new "Customer for Life" demo/tutorial. Check it out on our demo page.

SierraCRM_BLOG_2010421171259.flv

SierraCRM BLOG — Thu, 22 Apr 2010 00:20:00 GMT

Summary of SierraCRM Products.

Report from SugarConn 2010

Bill — Fri, 16 Apr 2010 19:30:00 GMT

Hello Folks,

Just back from the SugarConn conference in San Francisco. A great time was had by all. Over 700 attendees. SierraCRM was a Silver sponsor this year and had a booth in the Solutions Showcase. We were very busy from the opening Reception on Monday all the way through closing on Wednesday.

We had a chance to meet with many of our existing customers and introduce or products and services to new folks.
All or our product demos were well received by those who stopped by. I jotted down quite a few notes of suggested improvements and enhancement requests and thought I would share these with those who follow our blog. In no particular order here they are:

In Process Manager, add the ability to Asssign a Call or Task to a Team (I presume that would be Jason Eggers Security Suite Teams module)

Custom Module Support in all our products - but most importantly in Process Manager. This is one of our highest priorities

Add Campaign Results to Marketing Manager. If running a campaign that creates a call or task list - show the status of the calls or tasks

Have Process Manager be able to notify users of upcoming tasks or calls that are about to be assigned to them

Recursive Processes in Process Manager

Allow Process Manager to Call another Process as a Process Task

Add Task type of Create an Object in Process Manager

Add Escalation to Marketing Manager

Add Custom Field support in Marketing Manager

Your feedback to us is always appreciated. Let us know what you think of the above list - maybe add to this blog with your own feature requests.

Thanks
Bill

Process Manager Professional

SierraCRM BLOG — Thu, 15 Apr 2010 22:02:00 GMT

The Process Manager, Marketing Manager and Routing Manager Enterprise editions will work with SugarCRM Professional and Enterprise Edition software. For expample, SierraCRM Process Manager 5.5 will work on SugarCRM 5.5.0. The Community Edition software we release will be located on the SugarForge website.

Marketing Manager 5.5 for MYSQL

SierraCRM BLOG — Wed, 17 Mar 2010 19:44:00 GMT

SierraCRM Inc. is proud to announce the release of Marketing Manager 5.5 MYSQL for SugarCRM 5.5.0. This new version has performance enhancements as well as support for SugarCRM Scheduler to run the Marketing Campaign as well as the ability to query and target Prospects from SugarCRM Campaigns.

Process Manager Community Edition 5.5.1 Released on SugarForge.ORG

SierraCRM BLOG — Wed, 24 Feb 2010 16:17:00 GMT

SierraCRM has released the community edition of Process Manager 5.5.1 on www.sugarforge.org. All user guides are included in the zip file. Please download the zip file and read the UserGuide before installing.

Process Manager 5.5 Released For SugarCRM Professional 5.5.0

SierraCRM BLOG — Wed, 03 Feb 2010 21:12:00 GMT

What’s new in this release of Process Manager 5.5

•

Utilizing SugarCRM Schedulers to run Process Manager

•

SugarCRM Upgrade Wizard to Upgrade from 5.2 to 5.5

•

Trigger process against Tasks

•

‘Does Not Contain’ and ‘Contains’ for filter field operators

•

Support for Dates using Greater Than/Less Thans in filter field operators

•

Addition of cancel field operators

•

Performance Enhancements

•

No longer need to setup a cron job to call Process Manager

Process Manager Enterprise for MYSQL 5.5

Bill — Tue, 02 Feb 2010 17:45:00 GMT

SierraCRM Customers,
Expect the release of Process Manager Enterprise 5.5 for MYSQL for SugarCRM 5.5.0 to be released this week.

Thanks
Bill Convis

SierraCRM Process Manager 5.5 Upgrade

SierraCRM BLOG — Mon, 01 Feb 2010 15:35:00 GMT

SierraCRM, Inc. has released its Process Manager 5.5 upgrade to support SugarCRM 5.5.0. This upgrade is available for customers of the Full Featured version of Process Manager 5.2, sold at www.shop.sierracrm.com. The upgrade is priced at $49.00. It is a downloadable zip file with instructions inside the zip file. Check back for info on NEW PURCHASE release.

BETA Process Manager 5.5 available on SugarForge

SierraCRM BLOG — Mon, 23 Nov 2009 19:23:00 GMT

SierraCRM, Inc. has released its BETA version of Process Manager 5.5 for SugarCRM CE 5.5. You can download this version at the SugarForge Website. www.sugarforge.org.

Routing Manager Releases

Bill — Mon, 27 Jul 2009 17:24:00 GMT

Just a quick note to let all our customers know that our third product for SugaCRM was released last week. Routing Manager is now available for purchase at our store front. The product allows SugarCRM users the capability to setup intelligent routing of objects to individual users based on attributes of the object. Additionally, we included Round Robin routing.

Thanks
Bill Convis

SierraCRM's newest product - Routing Manager

Bill — Thu, 09 Jul 2009 15:23:00 GMT

Hello SugarCRM Users,
Thought I would post a quick note that SierraCRM will be releasing a new product this summer. Will be named Routing Manager. You will be able to setup routing rules for any object in SugarCRM to route to users or roles based on attributes of the object. We may also add support for the Security Suite Teams module.

We are taking suggestions on features.

Thanks
Bill Convis

Upgrading SugarCRM with an installed Process Manager

Bill — Tue, 23 Jun 2009 17:49:00 GMT

Hello SugarCRM Community,

We just released a free download that allows our users of Process Manager to upgrade their SugarCRM from one version to the next and continue to have Process Manager work. When Process Manager is installed, part of the installation is a hook into the SugarBean.php file, this hook is a modification to SugarBean to support Process Manager.

Whenever a SugarCRM upgrade is run, a new SugarBean.php file is copied to the /data folder, thus the Process Manager hook is removed.

This zip file is a loadable module via the admin tool that checks to see if the Process Manager hook is present in SugarBean.php. If not, we update SugarBean with the modification to support Process Manager.

You can get this zip file either from out website at www.sierracrm.com or from the Process Manager project on SugarForge.

Thanks
Bill Convis

SierraCRM, Marketing Manager now available!

SierraCRM BLOG — Thu, 04 Jun 2009 18:33:00 GMT

SierraCRM, Inc. has released its latest product for SugarOS 5.2 MYSQL. You can view a demo of it at our website: www.sierracrm.com. This new module will allow you to create a query of your existing contacts and send them e-mails, create a task or run a process.

Amdocs Clarify Training available at SierraCRM, Inc.

SierraCRM BLOG — Fri, 22 May 2009 15:45:00 GMT

Check out our main page for the VIDEO PRESENTATION OF AMDOCS CONSULTING. This will give you a good understanding about our relationship with Amdocs, as well as services we can offer you direct. Look for our Training Syllabus in future announcements.

Process Manager is licensed per server.

Bill — Tue, 09 Dec 2008 18:37:00 GMT

SierraCRM, Inc. Process Manager is licensed on a per server basis.