I have been asked today by a customer the following:
I have been asked today by a customer the following:
I googled it and found e.g. this service sanctions.io/.../
It seems that the service provides JSON-based REST API, so it is easy to configure a call to that service no-code e.g. with the Logic Builder tool to verify whether a Lead or a Contact (or maybe Organization too) is in global sanctions lists - just like in a way we verify leads/contacts email addresses
I'd also suggest not to block leads creation but rather mark them as not relevant due to their presence in a sanction list
I hope this makes sence
This can be easily implemented without foreign plugins if your instance is at version 12.x. Steps to implement with few coding:
In the context of preventing business with prohibited persons - I've managed to use the Logic Builder no-code tool for configuring Sugar instance to make an external API call to http://sanctions.io and process the response so that the Sugar users could check if an individual or entity (Lead/Contact/Account) is on a sanctions list.
I also requested and received a trial account at http://sanctions.io service (7 days from today),
so I've made a recording how that configuration work in Sugar - you may see it here
https://youtu.be/_czVclmETb4 [3 minutes watching]
If interested, here is step-by-step instruction how to make that automation work for Sugar instance:
1. Install ZIP extension that I've configured with the Logic Builder no-code tool
2. Create a Note record with the Subject = Sanctions.io Bearer and put the Sanctions.io API key to the Description
e.g. the trial sanctions.io API key is 302c7a4c123a4a07a80b5327e2115120, you may substitute on your API key it or try with it
3. Setup W-buttons fields to initiate sanctions lists check - that should work for the modules Leads, Contacts, Accounts.
Please use parameters provided on the screen:
Please feel free to use the configuration that should help in preventing doing business with individuals and entities on sanctions lists, including the ones bastards that attacked my motherland Ukraine
I hope this helps
Let me know if any questions
You really should make it clear that the zip you provided is a third party tool that cannot be uninstalled once added via module-loader. From your manifest:
'author' => 'Integros Flowchart AutoGenerator',
'description' => 'CheckThemAtSanctionsIO v1',
'icon' => '',
'is_uninstallable' => true,
I don't know if it works without purchasing a license to your software or not, but it seems rather important for someone trying it to know that.
You are advertising this as a no-code solution, which is true and it may be incredibly useful to some, but they will need to know how the code works to know to check the manifest before installing, and they need to know code to remove such a package after testing should they decide not to use it/purchase it.
Every ready to deliver Sugar ZIP that I share in the SugarClub requires the regular SugarCRM vendor license ONLY
Literally, the solution configured needs nothing but Sugar itself to operate :) No need to purchase anything in order to employ a ready-to-install solution - there are neither people nor companies that charge solutions configured in any way
I know that may look confusing :)
But our business model is to encourage Sugar professionals, partners consultants and Sugar CRM admins with no coding skills in employing and subscribing to the Logic Builder tool logicbuilder.integroscrm.com
Having access to the tool for free - I'm a SugarCRM consultant for more than a decade and at the same time have access to the Logic Builder as a vendor's employee - I'm capable to reveal incredible Sugar platform no-code configuration capabilities on the real tasks that are posted in the SugarClub, and as the author of the configurations made, I explicitly give clubmates the permission to benefit from the configurations I designed for free - by publishing them in the club
Correct, the package is uninstallable ('is_uninstallable' => true) and everyone with access to the Module Loader should be able to uninstall ZIP at any moment
Moreover, in fact, that is one of the ways how we make adjustments to the configurations deployed - uninstall the previous ZIP version and install a new ZIP version
May I ask you as a subscriber representative, what do you think of the topic of checking individuals and entities in sanction lists?
In terms of your negative feedback on the solution suggested, couldn't this approach be of help for the Wolfram Research salesteam for avoiding spending time on the leads that are on sanction lists?
I know you are keen on pure coding but I'd be happy if you try no-code Sugar configuring someday - maybe after employing SugarBPM in Ent, what do you think?
Thank you for the clarification of how your packages work, and correcting my misinterpretation of "uninstallable" as being not removable via module loader. I am much more informed now.
We use the dropdown approach that André Lopes described above. It's very easy to implement with minimal coding.
So how does Sugar get the up-to-date list of people currently on sanctions lists?
Do salespeople check whether e.g. Mr. Lavrov is a prohibited person to work with manually?
We subscribe to a service. We batch loaded all the companies and contacts. they were all screened. We created a field to record if they passed. We also color coded if the company was on the naughty list. On an ongoing basis, we get notification on people or companies that match or close to a match to update our database. Sometimes we have to flag a company because there are bad actors that are owners or part of the board or leadership team.