• Quickbooks and SuiteCRM Workflow / Automations

  Support February 19th, 2024 @ 6:14 pm
  

  If we do build something that would work for your purposes in the future, I'll loop back here and let you know. Thanks for taking a look at Glances and if you need us in the meantime, we're here!

  Best, Heidi

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• Quickbooks and SuiteCRM Workflow / Automations

  Support February 16th, 2024 @ 6:08 pm
  

  Happy to help, Dwayne! Thanks for considering Glances and we appreciate your thoughts on the SuiteCRM and QuickBooks work we've done! 

  Glances has a feature we call Actions, which allows you to complete tasks across apps. You can see more about this feature here: https://glances.com/actions. It's worth noting that this Actions feature isn't an automated integration. Instead, it's an extension of your workflow so you can manually take action when needed. If you need something to monitor QuickBooks for PAID statuses and trigger a workflow on its own, Glances won't be the right fit. 

  If, however, you need to manually complete something when you see a PAID status, Glances might be able to work. For example, if you're reviewing paid invoices in QuickBooks and want to quickly create a case or a task within Suite without navigating away, that's something Glances could accommodate. 

  If that's the kind of solution you're looking for, feel free to schedule a quick chat here: https://calendly.com/glances/glances-consultation. We'll use this time to show you a little about Glances and learn more about the workflow you're looking to accomplish.

  Let me know if you have any other questions!

  Best, Heidi

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• Unsubscribers in MailChimp aren't aligned with those in SuiteCRM

  Support April 6th, 2023 @ 6:12 pm
  

  Happy to help. We would expect that when a record is marked as opted out in Suite that would sync to Mailchimp and mark them as unsubscribed. Can you tell me if other changes (such as someone changing a contact's name) is syncing to Mailchimp as expected or does it seem like just unsubscribes aren't syncing?

  Can you also send along a screenshot of the Health Status page (from the top to the bottom of the lists that are syncing)? You can access this by navigating to the Admin page and clicking on Health Status under the SugarChimp section. Additionally, can you send a copy of your CRM logs as well? For privacy purposes, you can email both of those to mailchimp@fanaticallabs.com. Steps for the logs are below:

  1. From within Admin click System Settings
  2. Click View Log at the bottom of the page
  3. Click All at the top of the page
  4. Copy/paste the text that appears into a .txt file and send it along

  Thanks, Heidi

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  Support March 30th, 2023 @ 6:39 pm
  

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  Support March 30th, 2023 @ 6:08 pm
  

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  Support March 30th, 2023 @ 6:02 pm
  

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  Support March 30th, 2023 @ 5:49 pm
  

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  Support March 30th, 2023 @ 5:48 pm
  

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  Support March 30th, 2023 @ 5:35 pm
  

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  Support March 30th, 2023 @ 5:34 pm
  

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• this is a test, it's not only another test

  Support March 30th, 2023 @ 5:28 pm
  

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• this is a test, it's not only another test

  Support March 30th, 2023 @ 5:28 pm
  

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• Non-static method SugarOutfitters_API::get_default_payload() cannot be called statically

  Support March 2nd, 2023 @ 6:08 pm
  

  Hello there. Thanks for reaching out about this issue. I've sent you (through the email on your account) an updated version that resolves this issue.

  When you have a moment, install the new package and let me know if you still encounter any trouble.

  Thanks, Heidi

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• License key is invalid

  Support February 17th, 2022 @ 6:06 pm
  

  Thanks again for reporting this. Our team has resolved this issue so that your license key can successfully be validated. Can you quickly re-validate your license using the steps below?

  1. From within your CRM, navigate to the Admin page
  2. Click on Setup under the SugarChimp section
  3. Click on the License Key step, confirm your license is correct, and click Validate

  Please let me know if you have any trouble with this process.

  Best, Heidi

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• License key is invalid

  Support February 17th, 2022 @ 1:27 pm
  

  Thanks for reporting this. I'm able to replicate the error on my end and am checking in with our team. I'll follow up again shortly.

  Best, Heidi

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• Records that share the same email address being updated to be the same every minutes

  Support February 16th, 2022 @ 7:15 pm
  

  I just wanted to quickly follow up here since we resolved the issue through email. For others who may read this, it looks like this issue was being caused by having 'via the API' selected in the webhooks on Mailchimp. We deselected 'via the API' and the issue resolved. It's worth noting that 'via the API' is usually turned off by default and only needs to be selected if there are other integrations with Mailchimp whose data needs to make it to the CRM.

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• Records that share the same email address being updated to be the same every minutes

  Support February 7th, 2022 @ 3:24 pm
  

  My apologies- this should be within the config.php file of your CRM. Do you have access to this file or the database to run a query to obtain it?

  If it's updating fields that aren't syncing to Mailchimp via Field Mapping, I would question that there's another process in play. (Since SugarChimp will only update fields you're syncing via Field Mapping.) It might be worth also checking any other workflows or logic hooks that are set up.

  Can you tell me the other fields it is updating and send along a screenshot of the Field Mapping page? If we can consistently replicate the problem, we can also turn the scheduler back on and grab some debug logs to see more detail. The steps for this are below:

  1. From within Admin, navigate to the Health Status page and re-activate the scheduler.
  2. Return to the Health Status page, scroll down the page and using the SugarChimp Logger Level drop-down, select Debug
  3. Make a change to a record that is experiencing the issue mentioned about
  4. Wait until other fields and records are updated.
  5. Send over the logs. You can get these by following the steps below:

  • From Sugar Admin, click System Settings
  • Click View Log at the bottom of the page
  • Click All at the top of the page
  • Copy/paste the text that appears into a .txt file to send it to mailchimp@fanaticallabs.com.

  You'll then return to the Health Status page to put the logger level back to Normal. it might be helpful to just hop on a call to take a closer look together, so feel free to schedule a time that works for you using the link below:

  https://calendly.com/fanaticallabs_support/sugarchimp-support-meeting

  Thanks, Heidi

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• Records that share the same email address being updated to be the same every minutes

  Support February 3rd, 2022 @ 2:51 pm
  

  Thanks for this screenshot. It sounds like when a record is changed in the CRM, that information is being sent to Mailchimp. Mailchimp then updates the information back to the CRM for all matching records. By default, we turn off updates for duplicate email addresses but I'm curious if your setting is on. Can you tell me what the setting currently is for the following config: update_multi_from_mc

  Can you tell me if you rely on profile updates from Mailchimp? We could turn off the setting that sends profile updates, like names and fields, to your CRM while still keeping unsubscribes on.

  Thanks, Heidi

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• Records that share the same email address being updated to be the same every minutes

  Support February 1st, 2022 @ 8:02 pm
  

  Happy to help. Can you tell me more about the behavior you see leading up to the changes? For example, we would expect that when a change is made to a record in Mailchimp that all records that share the same email would be updated in Sugar. Any additional insight you have about the kinds of changes that are being made will be helpful in troubleshooting the issue. If you have screenshots you'd like to include, feel free to send those along to us at mailchimp@fanaticallabs.com.

  Thanks, Heidi

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