Sending birthday greetings

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.

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,

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,