Display NameSalesteam at SierraCRM
Member SinceAugust 23rd, 2012
Last SeenFebruary 18th, 2020
Support December 3rd, 2019 @ 5:04 pm
Turns out you have two subscriptions. One on this site and one on the SugarOutfitter site.
Subscription Expired # 8476 - Process Manager 4.5 Self Hosted - Monthly - one month ago on October 14th, 2019View Comment
Support December 2nd, 2019 @ 4:31 pm
SugarOutfitter is suggesting that you reinstall the software from your download page at :
There is a chance that this will over right any processes you have created. So I would make a backup and export any processes you have created before downloading again.View Comment
Support December 2nd, 2019 @ 4:27 pm
AOW will send emails upon conditions. But you will need to contact them to see if they offer the Convert through a process. This is common now in Workflow solutions.View Comment
Support December 1st, 2019 @ 7:14 pm
I'm not sure what you mean by CRM User base, but you can automatically convert a lead to a contact and account using Process Manager (based on a condition you set), then set a task to send an email. For every Process you can have multiple stages (when you run an event) and tasks (what you want to do). You can also end a process with a cancel condition. We have a number of videos on our website www.sierracrm.com that you can check out.
SierraCRM SupportView Comment
Support December 1st, 2019 @ 7:09 pm
It looks like you have an active purchase under Order # 4205.View Comment
Support November 27th, 2019 @ 6:04 pm
Not sure what you received. We did not send anything from SierraCRM. Can you send a screen shot of the message you received?View Comment
Support November 14th, 2018 @ 5:09 pm
Hi Paul, Can you send a copy of the workflow that is not working with Process Manager? to email@example.com
Support November 9th, 2018 @ 3:56 pm
Hi Paul, Can you send us a copy of the template and the workflow that you are using to : firstname.lastname@example.org. We can look at it and determine what is going on.
Support September 4th, 2018 @ 12:56 am
Hi Patrick, Export your process and send it to email@example.com we will look at it to determine if there is something missing.
Support August 30th, 2018 @ 7:33 pm
Here are the instructions To Install Process Manager: More info is in our user guide:
- Use the Sugar Module Loader to load the module
a. Login to Sugar and click the Admin link
b. Click Module Loader
c. Click the browse button and select the SierraCRM Process Manager zip file
that you downloaded from the SierraCRM store front or received via email
d. Click Upload
e. The upload process will upload the zip file to your uploads folder
f. A listing for the module will now show
g. Click Install
h. Click Accept and Commit
i. The module loader will now load the module
- SierraCRM recommends that you now run Quick Repair and Rebuild
a. Click on Admin->Repair
b. Run Quick Repair and Rebuild
- The next step is to verify that the installation process created the Sugar Scheduled
a. Go to the Admin Console and Click on Schedulers
b. Verify that the runProcessManager job is listed if not:
i. Click on Create Sugar Schedule
ii. Enter runProcessManager in the name
iii. Choose runProcessManager from the drop down list
- Final step is to Validate your License Key: (this is validated through SuitoeCRM store). Since you are installing it through that site.
Let us know if you have more questions.
- Use the Sugar Module Loader to load the module
Support July 5th, 2018 @ 3:30 pm
Looks like SuiteCRM has changed their API's and module loader such that our very old code in our product is being called which it should not be. Our product has been around for about 8 years and we maintain older code in the product to support our original customers. Up to now, the SuiteCRM engine ignored this old code - now its not, so these errors are because Process Manager is not installing old tables not used anymore.
I will upload a new version of Process Manager for SuiteCRM sometime today to solve this problem.
If you want - send your email address to firstname.lastname@example.org, and I will send you the new zip file directly.
Sorry for the inconvenience,View Comment
Support March 5th, 2018 @ 6:33 pm
Yes you are correct. I don't it in your file. You can download the Userguide on our website: http://www.sierracrm.com/process-manager-documentation/
Support March 2nd, 2018 @ 11:37 pm
The User Guide is located in the Zip file you downloaded. You can also locate a copy of the User Guide at http://sierracrm.com/wp-content/uploads/2016/05/Process-Manager-4.0-Users-Guide.pdfView Comment
Support October 31st, 2017 @ 7:20 pm
Process Manager will not create a lead similar to your inbound Email Case Create. You may want to look at your sugar documentation on how to import Leads from emails. (i.e. your webpage).View Comment
Support October 30th, 2017 @ 1:45 pm
PM will run a process based on the creation of a lead or case. You can create a case or lead inside Sugar itself as a feature of INBOUND Email. You will need to review Sugar Documentation on how to setup a case on an inbound email.
Once your case is created in Sugar (through sugar email), you can start running business processes against a case on Create/Modify or either Create or Modify.
For Example: On Case create (Your inbound Mail has created this case)
Stage One; No Delay: Send Email to Customer to let them know you have received the Case.
Stage Two: Two Days Later Send a Task to customer Service
Cancel Condition: If stage has been set to Status = Closed Won cancel process.
You can have several stages and Several Tasks on Each Stage. You can view our User Documentation at: www.sierracrm.com
Support October 29th, 2017 @ 1:47 am
You can setup Sugar to create a lead or Case based on an incoming email as an out of box feature. However, once the Case or Lead is created, Process Manager can handle the business workflow, such as create tasks, send automatic reply emails to the new case.
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