Automated Report Distribution using Sugar

A national association of telecommunications companies uses Sugar to manage its association members and deliver services. As part of the Sugar CRM deployment, there was a need to automate the distribution of reports of data contained in Sugar to the association members.

While Sugar has a native feature to automate the scheduling of reports to users of Sugar, there is not a capability of automating the distribution of reports to external recipients who are not licensed Sugar users. UpCurve Cloud was able to extend Sugar functionality to enable Sugar administrators to specify multiple external email addresses to receive automated delivery of reports in PDF and Excel formats.

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