Creating individual workflow processes and define detailed automatization tasks for your CRM. Break out of the standard SuiteCRM workflow frame and extend your CRM with your very own, personal BI. No need of hiring external consultants doing your customizations; stop dealing with compatibility problems and communication issues that come with it. Save money and get done faster! Keep your CRM as it is meant to be, your CRM!
#249 - Workflow task automation
I hope you are doing fine. I have been using the trial version of this plugin for a while now and I have a few questions to ask.
We currently use a paper based system to manage jobs and automate production. We use a contract which contains information of the client's order, this information is used to create job tickets. A job ticket is a document that highlights what the customer ordered and used for production process. 6 copies of the job ticket are sent to 6 different departments of the company so that the department head knows what is to be produced. Once the department head sees the job ticket, they appoint tasks to other employees to produce the products in a given period of time.
We'll like to get rid of the job ticket. We want that whenever a job is created the responsible people are notified of the job details and whenever someone is assigned a task relating to a unique Job, the person should be able to see the task in the dashboard and update the status of the task to ''complete'' or make comments about it. A job requires several tasks some of which depend on a preceding task.
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.
Workflow Emails with PDFTemplates Attachment
Workflow Email action with Dynamic PDF Template Attachment