Does your CRM have calculated fields and logic hooks that your business depends on for reporting and business logic? Unfortunately those rules only run when a record is saved. Background Updater runs in the background to ensure your records are regularly updated so you can be sure your data is up to date.
Background Updater - Be sure your data is up to date
One of the best features of SuiteCRM is the ability to configure calculated fields within your Workflows. You may also have more advanced customizations using logic hooks or other custom code to satisfy your business rules. For the majority of these customizations records are only updated when a record is saved.
Imagine you have an important expiration date field on your Cases and you have a calculated field that counts the number of days until that date. A report runs that shows the records where that expiration date field is 3 or less. That calculated field only updated when a record is saved so if nothing happens on given record for a number of days your report would be off and wouldn't catch the nearing expiration.
With the example above the original expiration date could likely be used but what is more difficult is if related data is needed for a calculation. A common example is a calculated field for the last completed Call record on the Contacts module. This field would not update on the Contact when the Call is updated without either custom code or an Advanced Workflow which has some limitations.
While this could all be solved with custom code that gets expensive. Especially when there are multiple rules that need to be coded.
This is where Background Updater comes in. Administrators can configure any module, including custom modules, to update a given number of records on a regular schedule. During this configuration we show the number of records not updated in the last 24 hours to help calculate how many records to update each run.
A scheduled job runs (every 10 minutes by default) and runs through each configured module and updates the set number of records.
Configure multiple modules and each will be updated during each background update
For use cases where some modules should be processed first Background Updater now has the ability for admins to set the priority on each configuration so those in the highest priority are processed first
Background Updater also allows admins to configure custom SQL queries to filter records. This should be done with care and will require knowledge of running database queries. See the documentation for information on custom queries.
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.
Process Manager 4.5
Powerful Process Automation software for SuiteCRM that will allow you and your employees to spend more time doing what they do best: 'Selling To and Servicing Your Customers' and less time trying to manage the day to day repetitive tasks associated with your customers journey.