SugarCRM

Role-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…

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SugarCRM

Sugar 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.

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SugarCRM

Sugar 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.

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SugarCRM

New 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.

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SugarCRM

SugarCRM 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!

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Mapping, SugarCRM

Gaps 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…

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SugarCRM

Technology 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.

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SugarCRM

What'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.

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SugarCRM

What’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.

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SugarCRM

What’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…

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SugarCRM

What’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…

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SugarCRM

What'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…

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SugarCRM, Marketing Automation

Why 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.

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SugarCRM, Email Marketing

Tracking 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.

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Email Marketing, SugarCRM

Creating 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.

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Email Marketing, SugarCRM

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…

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StarfishETL

Starfish 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.

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SugarCRM

SugarCRM 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.

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SugarCRM

SugarCRM 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.

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SugarCRM, CRM Reporting

Creating 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.

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SugarCRM

SugarCRM 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.

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Microsoft Dynamics

Establishing 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.

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SugarCRM

SugarCRM 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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SugarCRM

Import Data Using the Sugar Import Wizard

Sometimes, you need to add a group of records into your CRM database. SugarCRM includes an Import Wizard to help you correctly and easily import a list of records. This post shows how to import data using the sugar import wizard.

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SugarCRM, CRM Reporting

SugarCRM Report Filters: Including the Right Data when Creating Custom Reports in SugarCRM

The Define Filters step is completed for every type of Report. In this step, you can choose one or more filters. These filters control which data is shown in your report.

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