Custom Solutions
- Introduction
- Advanced Reporting
- Auto-Email
- Bundle Management
- Contact Manager integration
- Courier integration
- Customer-specific Pricing
- Document Digital Signing
- Door Management
- Exchange Rate Lookup
- Microsoft Business Central
- Microsoft CRM Contracts
- PDF Conversion
- Peer Reviews & Approvals
- Price Rounding
- Postcode Address Finder
- Purchase Order Tracking
- QuoteWerks Avalara Avatax
- QuoteWerks ChargeLogic
- QuoteWerks DDI System
- QuoteWerks Excel Reporting
- QuoteWerks FedEx & UPS
- QuoteWerks HTML Email
- QuoteWerks Line Item Sort
- QuoteWerks Monday.com
- QuoteWerks Opt Item Import
- QuoteWerks PO Tracking
- QuoteWerks Price Uplift & Drop
- QuoteWerks Sage 50 Canada
- QuoteWerks Sage 50 Stock
- QuoteWerks Scripting
- QuoteWerks ServiceNow
- QuoteWerks TASBooks
- QuoteWerks TechData (C2000)
- QuoteWerks Unleashed
- Repair Management
- Resource Management
- Sage 200 Discounting
- SalesForce & Pegasus Opera
- Servicing Management
- SugarCRM & Roster Manager
- T-Cards Online
SugarCRM & Roster Manager
For use with: SugarCRM & Roster Manager
About the User: this project was commissioned by a client that provides
security, facilities management, environmental protection and recruitment services
to business and government bodies throughout the UK. They had previously comissioned
us to integrate Roster Manager with Swiftpage ACT!
but in an effort to improve the contact management tasks within the business had decided
to migrate to SugarCRM.
Project Brief: to modify the previously commissioned
Roster Manager and Swiftpage ACT! integration
to work with SugarCRM instead.
Features:
- Reading Site, Main Contact and Alternative Contact information from the Roster Manager database.
- Writing Company and Contact information to the SugarCRM database via the SOAP web services.
- The ability to run the software manually or scheduled to automatically update the information between systems.
- Numerous configuration options to define which columns are shown on the User-interface grid and which fields from SQLBase are mapped to which fields in SugarCRM, etc.
- Inherent flexibility to be reconfigured to work with ‘any’ SQLBase database.
Benefits:
- Quick, easy and accurate update of Company and Contact information in SugarCRM from the data in any SQLBase database.
- Considerable amount of time saved because Company and Contact information no longer needs to be double-entered.
- Improved data accuracy and risk of human error eliminated through systemised solution.
- Options for automatic execution of the application so that information can be updated regularly on a daily, hourly or other frequency scheduled basis.
- Significant flexibility within the Configuration options to allow easy modification of settings for field mappings yourself, i.e. without having to return to us, the developer, to make changes.
