SugarCRM Introduces Process Management with Sugar Process Author
Sugar 7.6 includes a new process management tool, Process Author, for Enterprise and Ultimate subscribers. At a basic level, you can think of Process Author as an advanced workflow tool — not a replacement for the workflow engine already available in SugarCRM, but another option in your toolkit.
Continue readingHow to Accelerate New User Onboarding and Instantly Demonstrate Value
When it comes right down to it – first impressions are still everything.
Continue readingRole-Based Views and Dropdowns Now Available in Sugar 7.6 Enterprise & Ultimate
Sugar version 7.6 introduces role-based views and role-based dropdowns for Enterprise and Ultimate subscriptions. These new administrator configurations offer greater flexibility for enterprise implementations to customize screens and dropdown options for various types of users across the…
Continue readingSugar 7.6 Enhancements to Revenue Line Items
The latest release of SugarCRM, version 7.6, includes a number of enhancements to the Revenue Line Items module. Revenue Line Items, available only with Enterprise and Ultimate subscriptions, adds detailed tracking for each individual component of a sale.
Continue readingSugar 7.6 User Interface Updates
Sugar 7.6 includes a number of updates to the user interface (UI). These small but powerful changes enhance user personalization and searching capabilities.
Continue readingNew Sugar Upgrades: 7.6 Enhancements for Calls and Meetings
Sugar Upgrades Calls and Meetings modules in 7.6 to the Sugar 7 Sidecar interface. This means all of the new user interface functionality is now available.
Continue readingSugarCRM Releases Version 7.6 With Several New Features
SugarCRM released version 7.6 about three weeks ago, and it includes a lot of updates and there is certainly a lot to look forward to!
Continue readingGaps in Google Maps: Some things to consider before you integrate with SugarCRM
It drives me bonkers when I get 90% of the way through a task and find out a key feature is missing. The frustration isn’t limited to the big gotcha with Google Maps and SugarCRM either. Think about the last time you were about to tear into some pie-ala-mode only to open the freezer and discover…
Continue readingTechnology Advisors Releases Administering SugarCRM eBook
Technology Advisors, Inc. is pleased to announce the release of their newest eBook, Administering SugarCRM, available for the Amazon Kindle. The electronic book provides SugarCRM users with comprehensive and in-depth instruction for using all of SugarCRM’s administrator tools.
Continue readingWhat's New in Sugar 7 - Searching & Filtering
SugarCRM version 7.0 introduces a variety of changes in how users can search for information in the system. Searching features are changed at every level in the system.
Continue readingWhat’s New in Sugar 7 – ListView Layout
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.
Continue readingWhat’s New in Sugar 7 - Activity Stream
Activity stream has been enhanced to enable it to serve as a social collaboration tool among users. By creating custom posts, users can have conversations around data in the system. The activity stream will continue to auto-generate posts about system activity, such as creation of records and…
Continue readingWhat’s New in Sugar 7 – Dashboard Enhancements
The existing dashboard functionality from SugarCRM versions 6.x has been enhanced in version 7.0 by expanding dashboards throughout the system and introducing new dashlets. Dashboards are now available not only on the homepage but also at module and record levels. Different dashlet tools exist at…
Continue readingWhat's New in Sugar 7
SugarCRM released version 7.1 this week, and existing On Demand customers are now eligible to begin upgrading to version 7. Version 7, which has been available to new customers for about a month, includes a number of significant enhancements as well as substantial changes to the user interface. As…
Continue readingWhy to Integrate a Third Party Marketing Tool with SugarCRM
In recent posts we have been reviewing how to use the marketing features that are built into SugarCRM. Today we will look at third party marketing tools and how to determine if you should be using one.
Continue readingTracking the Results of Email Campaigns in SugarCRM
Once you have sent your email campaign message, you will want to track the success of your message. Open your campaign in SugarCRM and click the “View Status” button in the upper right corner of the screen.
Continue readingCreating Email Campaigns & Campaign Messages in SugarCRM
To send out an email campaign using SugarCRM’s Campaigns module, first create one or more target lists to identify the recipients of your message. Then, within the Campaigns module, use either the wizard or classic create method to create a new Campaign.
Creating Email Marketing Lists in SugarCRM
If you want to use SugarCRM’s email marketing features, the first step is to create Target Lists containing all of the people you would like to receive your email. You can use the built-in querying tools of SugarCRM – search and reports – to identify your recipients by any characteristics stored in…
Continue readingStarfish ETL Assignment Notification When Importing Data into SugarCRM
When importing data into SugarCRM using StarfishETL, turn off assignment notifications to prevent sending out thousands of emails.
Continue readingSugarCRM Import Wizard: 4 Best Practices to Help You Import Data Successfully
The SugarCRM Import wizard will walk you through the steps to import your data into SugarCRM. These best practices can help you navigate the potential pitfalls and achieve successful results.
Continue readingSugarCRM History Subpanel: Save Time When Reviewing History
One of my favorite lesser-known features of SugarCRM is the “View Summary” command on the History subpanel used through SugarCRM. The History subpanel shows all notes, emails, and completed activities related to a record.
Continue readingCreating Flexible Reports with Run-Time Filters in SugarCRM
This is a follow-up to our previous post on SugarCRM Report Filters, which was an overview of using filters when creating custom SugarCRM reports. In this post, we will focus specifically on run-time filters and how they can be used to make your reports even more powerful.
Continue readingSugarCRM Cases: Tracking Customer Support Requests Inside Your CRM System
SugarCRM includes several customer service components, with the SugarCRM Cases module being the most widely used.
Continue readingEstablishing Relationships Between an Existing Entity and a New Entity in Microsoft Dynamics CRM Results in Forced Data Mappings
Sometimes when establishing relationships between an existing entity such as Account and some new entity that has lookup fields which also point to the Account entity, we get unwanted and forced data mappings.
Continue readingSugarCRM Calendar Functionality: Accessing and Using Your SugarCRM Calendar
Did you know that SugarCRM includes a Calendar module? For users who organize their day by appointments and meetings, the SugarCRM Calendar module can be very useful for keeping track of time commitments, while users who organize their day around tasks may find dashboards to be more useful.
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