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Analysis of the latest CRM industry news.

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Upgrading to Sugar 7

Are you an existing SugarCRM On-Demand customer, about to be upgraded to 7.2? Sugar 7 includes many exciting new features, including a new user interface. Attend our Upgrading to Sugar 7 training course to learn how to use the newest release and be prepared when your upgrade occurs.

SugarCRM eBook

interactive.jpgIn Administering SugarCRM, become empowered to use all of Sugar’s administrator tools through comprehensive and in-depth instruction. Endorsed by SugarCRM, it is the second in the CRM Foundation Series.

Welcome to Technology Advisors

The last post in our “What’s New in Sugar 7” series looked at how the ListView layout is different in version 7. In this post, we will see how the RecordView layout has experienced similar changes.

When viewing an individual record (account, contact, opportunity, …), the new layout includes the Intelligence Pane on the right side of the screen to allow for record-level dashboards and previews.

Our series on the changes that you can expect to see when you upgrade to version 7 of SugarCRM continues with this post about the ListView layout. The version 7 interface includes changes to many of the standard layouts used throughout SugarCRM, and the ListView layout is no exception. This layout is used when you are viewing a list of data within a module. When viewing a list of records in version 7, the module ListView will use a layout similar to what is shown below.