Auto Update Purchase Order Date
One of W-Systems' customers needed the ability to automatically update the purchase order date for products. The date needed to be the same date that the related quote was created. W-Systems wrote a logic hook that updates the product's purchased date with the quote's Original P.O. Date once the Quote Stage changes to "Closed Accepted". By streamlining the quote to purchase process, the customer is now able to maintain accurate records more efficiently. For more information about creating logic hooks in SugarCRM, contact us here.
1) Quote Status Changes To "Closed Accepted"
2) Product Purchased Date Is Updated With The Quotes Original P.O. Date
About SugarCRM
Sugar’s robust suite of customer experience solutions is changing the game for organizations everywhere. At the heart of Sugar's fully integrated platform is a simple and consistent experience — one that’s tailored to each user’s unique needs and ways of working across any device. It’s how two million users are already closing deals faster and creating customers for life, without spending countless hours digging for data.
About W-Systems
W-Systems delivers sales and marketing solutions on a foundation of CRM to help customer-facing teams increase revenue and solve business problems. With over two decades of industry experience, we help organize information, create efficient processes and measure results.
W-Systems provides solutions around CRM including Marketing, Document Automation, Business Intelligence, Communications, and Cloud Computing. We are Certified Partners of top vendors including SugarCRM, DocuSign, AWS, Act-On, GoldMine, and Amazon QuickSight.
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