Less than 1 week –
Less than 10 hrs/week –
I have a client that is using SugarCRM CE that needs a relatively straightforward customization.
What follows is an explanation of the functionality that I believe should be set up.
The instance has a checkbox field titled "Create Drip Tasks" in the Accounts module. When checked and saved, this will enable the my customer to trigger the creation of preset tasks (defined below in A, B & C) for existing as well as new records.
The user process should be ...