Bpm’online has rich functionality to manage security access to users. The greater level of granular control however comes with complexity that can get very confusing to manage as your organization grows.
Setting up security for temporary workers is a common need and is often setup such... Continue Reading
Sugar’s latest Outlook Plugin release includes a new setting to automatically archive both incoming and outgoing emails. Finally! To utilize this setting, you must have the latest version of Sugar’s Outlook Plug-in: version 2.6.0.
If you’re using a CRM, It is inevitable that you’ll need to locate and report on data from the system. Those reporting capabilities are where SugarCRM shines. This includes both easy-to-use filtering and a robust reporting module giving you flexibility to use your data as needed.
When you want the options on a dropdown list (list B) to change based on the way a different dropdown field (list A) is set, you must set up cascading dropdown fields in SugarCRM. Here’s how to do it:
Less than 40% of businesses have a CRM adoption rate over 90%. What is the point of having a CRM software if you’re not going to use it? Even with CRM’s... Continue Reading
A SugarCRM user was recently struggling with reporting based on custom fields in her CRM. Our expert, Justin, jumped in and provided the advice she needed. Here are the details of the issue and its resolution:
As recently as 10 years ago, the concept of CRM (Customer Relationship Management) might have caused some perplexed looks. For years, consultants spent much of their time trying to teach potential clients the benefits CRM provides. CRM has come a long way since. CRM is now the... Continue Reading
You may think you’re suffering from Déjà vu after reading the title of this post, but you’re not. For the fourth year in a row, SugarCRM has won the PC magazine Business Choice Award. The feat becomes more impressive when you learn that SugarCRM has trumped 97 other CRMs to place number one.... Continue Reading
CRM customization can be a beautiful thing. It allows businesses to capture more ROI from an out-of-the-box (OOTB) system by streamlining the fields, functions, and data points relevant to their needs. These differentiators can make-or-break your competitive advantage, especially when nearly... Continue Reading
