Choosing the right CRM

Migrating to your new system

Customizing to meet your needs

Training your employees

24-hour support

Intuitive Technology for the Modern World

CRM Talk Podcast

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with Steve Chipman and Sam Biardo

Analysis of the latest CRM industry news.

Starfish ETL

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Integrate your CRM with your email, Quickbooks, ERP, or another CRM. Learn more about Starfish ETL.

Map to Lead

Developed by Technology Advisors, Map to Lead is a customized SugarCRM app that provides visual lead mining, call planning, and target conversion.

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

Technology Advisors, a Three-Star Platinum Partner of SugarCRM, will be hosting the Midwest SugarCRM User Group Meeting at the Park Ridge Country Club on Tuesday, June 3rd, from 8:30 AM – Noon. The user group meeting is free and breakfast will be served. There will be presentations on new products and upgrades from SugarCRM, Net-Results, and Dun & Bradstreet, as well as networking opportunities with other Sugar users from the Chicago area.

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.