AnsweredAssumed Answered

Creating a logic hook, no PHP background, where to even start?

Question asked by Kayla Ebert on Apr 26, 2019
Latest reply on Apr 26, 2019 by Patrick McQueen

Problem: Sales reps need to send periodic emails to clients (ie, when a client initially signs up, 3-month mark, 6-month mark, 9-month mark, 12-month mark).


Sugar Support stated I would not be able to accomplish this using Advanced Workflow and suggested I reach out to my Sugar partner- not an option as I have no budget. 


Our sales director wants me to make the CRM do these tasks for them. 


IE: When task labeled "Send Email 1" is due + the relationship still equals current client, Sugar would automatically send out an email template to the client.


I've been informed I could accomplish this with a logic hook, but I have zero experience with coding/PHP and I do not know where to start. 


I do not have a budget to engage our Sugar partner but I have to make this happen.


Can anyone give me advice on where to begin?


We are currently on Enterprise 8.3 but we will be upgraded to 9.0 on April 30th