Sending birthday greetings

I would like to design a workflow to send birthday wishes to my clients. I already activate the birthday field in the Contacts module: however, I cannot find in the "Process Definition" how to evaluate this field to send these emails. Any ideas?

Parents
  • I may suggest a simple scheduled job which daily look for birthday peoples and update a custom checkbox field in the Contacts module. A SugarBPM would listen to that checkbox, uncheck it and send the birthday greetings.

    We had done that several times for customers, and it is cheaper than acquiring a tool.

    André Lopes
    Lampada Global
    Skype: andre.lampada
Reply
  • I may suggest a simple scheduled job which daily look for birthday peoples and update a custom checkbox field in the Contacts module. A SugarBPM would listen to that checkbox, uncheck it and send the birthday greetings.

    We had done that several times for customers, and it is cheaper than acquiring a tool.

    André Lopes
    Lampada Global
    Skype: andre.lampada
Children
  • You are absolutely right, Andre, if we speak about the only single task like this one.

    But what about the automation of any other similar tasks that presuppose a check of date every day: date of company foundation, customer's first contract/order date, control data for covenant check, the anniversary of partnerships, ...? Every company has its list of such and other small tasks for CRM processes automation. If Sugar Admin has a tool like Logic Builder, they are free to automate any similar users' requests no-code; otherwise, Sugar Admin has to ask a programmer to create code.

    Will it be cheaper than acquiring the tool? Who knows. It will be more correct to ask: how long programming still be cheaper than acquiring the tool?

    You and Dmytro suggest different options on how to let platform do users' work! :)
    This is the power of Sugar Club.

    Best regards,

    Integroscrm.com
    We make work in Sugar
    more convenient and efficient

  • Hi Andre

    Any reasons to do coding when the configuration is already available? )))

    I have no PHP coding skills - I'd bet, like most of Sugar Subscribers and some lazy Partners' Consultants haven't them

    That is why I use visual Studio to add fields, visual Logic Builder and visual SugarBPM to get CRM automation to work - just like developers can use PhpStorm and CodeLite for all of this (or what is used for writing new custom Sugar code?)

    I post solutions that could be deployed/redeployed by Clubbers and used freely - that one birthdaygreetings is not less operational than any upgrade-safe code provided by an experienced developer.
    Again - no tools acquisitions needed to use it :))

    Here is installable ZIP, generated by LB with a click from the flowchart drawn - that one flowchart, which extends SugarBPM capability.



    MarkBirthdayBoysAndGirls.zip

    Clubbers,

    if anyone needs any support in the deployment of "send birthday greetings" suggested above - do not hesitate to ask here - I'll provide step-by-step instructions

    Cheers!




    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • Spot on Andre!  I didn't see the copyright on this:

    Bud Hartley | Oregon, USA