Hello all,
Is there a possible way to send scheduled reports to non sugar users?
Thanks
Hello all,
Is there a possible way to send scheduled reports to non sugar users?
Thanks
hello Marco Ballarin
You should be able to use the Group users feature, as mention previously in the following post.
It's how I've been doing it for some time and works fine.
.
CRM Business Consultant
We also do this (group user to schedule reports to folk who are not actually licenced users in CRM).
- There is an 'Idea' logged for making the scheduled reports more like a proper CRON.
https://portal.sugarondemand.com/#supp_Bugs/8279a453-f6b3-6da0-3097-51a4d634740d
But the reason I thought I would quickly reply is that if you ever plan to assign any records to your group user there is no way in the UI to disable email upon assignment, and it is enabled by default.
I just found that you can do it via the api, ref my post here: sugarclub.sugarcrm.com/.../27452
Just in case this is useful info
We also do this (group user to schedule reports to folk who are not actually licenced users in CRM).
- There is an 'Idea' logged for making the scheduled reports more like a proper CRON.
https://portal.sugarondemand.com/#supp_Bugs/8279a453-f6b3-6da0-3097-51a4d634740d
But the reason I thought I would quickly reply is that if you ever plan to assign any records to your group user there is no way in the UI to disable email upon assignment, and it is enabled by default.
I just found that you can do it via the api, ref my post here: sugarclub.sugarcrm.com/.../27452
Just in case this is useful info