Sugar support

[baumer1122]

I was hoping sugar support would be included in 2.5, but I don't see it. Is it open source? Any updates on the roadmap for release?

[clint]

In the 2.5 release posted today, we've released a new Bug Tracker module to complement the existing customer support Case tracking module.


In the next few weeks, we will be releasing a Mambo component that is a customer portal front-end that will allow customers to enter/search/manage cases and bugs. We're targeting the first week of Feb for releasing this.

Regards,

[alex1000]

In the next few weeks, we will be releasing a Mambo component that is a customer portal front-end that will allow customers to enter/search/manage cases and bugs. We're targeting the first week of Feb for releasing this.

Will this be available in the OS version any time soon? Currently we'll have to use Sugar + our help-desk application (Kayako). Would be nice to get rid of Kayako and replace it with the Sugar CRM support module.

Alex

[clint]

Hi Alex -


We are wrapping up development on the Sugar Case Portal for Mambo component now. It will be ready for download mid next week.

Cheers!

[alex1000]

Clint,

Excellent! Thanks for the good news
The OS version is absolutely excellent. We are migrating from our 1 user Salesforce.com license to SugarCRM OS, so that all of our sales people and techs can start using the system.

[sweettooth]

Hi Alex,
Do you have a step-by-step migration document written out for salesforce to sugar..or anything you can share related to migration?

We will be using the open source version of Sugar CRM 2.5...

thanks
-st

[alex1000]

Hi Alex,
Do you have a step-by-step migration document written out for salesforce to sugar..or anything you can share related to migration?

We will be using the open source version of Sugar CRM 2.5...

Hello, have you ever tried it? I'm asking because it was very, very simple for us.

In SF we only used the account, contact, and lead sections. Basic steps to migrate:
1. Pull 3 full reports from Salesforce: Accounts, Contacts, and Leads
2. In Sugar, we matched/created all of our custom fields (that was a one-day process/pain in itself, and definately not as smooth as it is in SF).
3. Once all the custom fields were created and we got the layout to match SF, we imported the data from Sugar, using the built inSugar tools. We imported the accounts first, then the contacts, and lastly the leads...all data migrated flawlessly

Let me know if you need anything else.