SugarCRM - Client Monthly Updates & Project Triggers

* For all active accounts in SugarCRM, we would like to automatically email clients information via email on a monthly basis. The email will automatically be sent based on the date set by client or company.

- Each account can multiple projects - the email will provide project information for each account. Email templates, content, SQL query will be provided once the project is awarded.

* Manually email - Create a custom button [email enrollment updates] in each "account" to email client's enrollment update manually. This function enables company staff to send client's enrollment information as requested.

* Project Triggers

- When a project status is updated - trigger automatically email client of project updates. (Negotiation Status: Pre-Negotiation, Negotiation, Funding Approval, Fund Settlement, Complete)


Environment: SugarCRM Community Edition 6.0.3

Database: MySQL

Windows Server 2012

Access: Cisco VPN - Windows Remote Desktop


Habilidades: MySQL, PHP, SugarCRM

Veja mais: remote staff, on monthly basis, vpn client, email client, cisco projects, mysql sql function, php mysql query multiple, desktop vpn client, monthly database access, remote access mysql, access sql query, sql query access, sugarcrm sql server, sql trigger update, mysql sql edition, php triggers, custom project cisco, send email access database php mysql, server status templates, mysql custom client, email templates access, cisco project, monthly update, windows client vpn, vpn client custom vpn

Acerca do Empregador:
( 4 comentários ) San Jose, United States

ID do Projeto: #6815043

Concedido a:


A proposal has not yet been provided

$400 USD em 9 dias
(12 Comentários)

14 freelancers estão ofertando em média $485 para esse trabalho


Greetings from OTS SOLUTIONS INC. We are very confident we can design your project with latest technologies to your utmost satisfaction. we are a CMMI level 3 and ISO 9001 microsoft certified outsourcing company with Mais

$515 USD in 10 dias
(28 Comentários)

Hi, I am a SugarCRM developer and PHP programmer. I have experience in adding automated email functionality to SugarCRM. I can customize SugarCRM to send the automated monthly emails of projects details for each Mais

$526 USD in 10 dias
(69 Comentários)

Hello, I have reviewed your requirement and understood your expectations & vision of required SugarCRM Developer. I am very much capable of fulfilling your requirements. Some of the work done by us: 1. Made c Mais

$526 USD in 4 dias
(21 Comentários)

A proposal has not yet been provided

$500 USD in 4 dias
(16 Comentários)

PHP expert in automation. I can build the email automation for you and integrate it inside sugarcrm. Also I understood that you need to set rules for the emailing as well? Please message me to discuss it and get s Mais

$388 USD in 7 dias
(105 Comentários)

Hello, I have gone through your project’s initial requirements with the help of the job posting you have placed. I have requisite experience and expertise to complete your project successfully. I am very much sure t Mais

$412 USD in 15 dias
(26 Comentários)

hi sir, i update your sugarcrm install with the features you required. ============================================== thank you odel

$555 USD in 14 dias
(18 Comentários)

Hello. I am a web developer with 11+-year experience . I work remotely on DigitalRay company - [login to view URL] - LA (USA). Technical knowledges: 1PHP JavaScript Ruby RoR ASP.Net C#, Java, Python, Zend, CakePHP, Symph Mais

$445 USD in 10 dias
(26 Comentários)

Hi There, We have experience with SugarCRM customization and can do the tasks you asked. Waiting to hear someone positive from you. Thanks

$300 USD in 10 dias
(13 Comentários)

Hello Sir, Sir i am dam sure i can do this please give me one chance dont need to pay me any thing pay me when u see i am on right path but plz give me one chance to prove my self i am a real proffessional and authent Mais

$526 USD in 10 dias
(15 Comentários)

I've experience on new API integrations,tool development,Backend development and web scrapping.I can complete your task.I appreciate it if you could look for my completed projects. Nearly all of my completed project Mais

$444 USD in 10 dias
(23 Comentários)

Hi We are confident that we can accomplish the project as per your requirement. You are requested to go through our Profile to know our domain knowledge and our Services. We have done lots of customization on Sug Mais

$525 USD in 15 dias
(12 Comentários)

A few months ago, I did something like that in sugarcrm 6.5.3 open source version, for send a welcome email automatically to the contacts when they are registered in the crm, and another customization to send emails fo Mais

$444 USD in 10 dias
(0 Comentários)

Hi Sir, I am SugarCRM developer with 3+ year of experience. Specialized in SugarCRM Customization, Implementation and Support. We create commercial business web apps according to the customer needs. We are experts Mais

$666 USD in 10 dias
(0 Comentários)