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.

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!

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!