New SugarCRM Feature: Editing from Preview Pane in 7.7
Sugar 7.7 introduced a new option to allow editing in the preview pane. I found this new feature during a recent training class and am really excited about its potential.
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SugarCRM Integration for Outlook Mac and Outlook Web Access Users is Finally Here
Most vendors today offer Outlook integration for their Windows clients; but until recently, Outlook for Mac and Outlook Web users had no options. If you’re one of these users, the Implicit FrontEnd integration for SugarCRM could possibly change your life (Maybe not your whole life, but at least…
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Infor CRM 8.3 Out-of-the-Box Database Configuration
If you’ve switched to Infor CRM 8.3, or are planning to switch soon, be aware that you must configure your Eval database AND the blank database that comes with 8.3. Instructions can be found in your Implementation Guide. Here’s how to get to your Implementation Guide through the Infor Xtreme…
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What About Small Data?
With all the hubbub about Big Data and the Internet of Things (IoT), the value of Small Data has been pushed to the wayside. Big Data analytics teaches us about trends and hidden patterns, but Small Data pulls out the specifics of the current state of business. Why is this short-term thinking…
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Searching Tricks in Sugar - Using Wildcards
I’ve been using the % wildcard in SugarCRM, well, as long as I’ve been using Sugar. But one of my colleagues just taught me additional wildcards!
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Display Filtered Lists of Related Records In A SugarCRM Dashlet
Sugar List View Dashlets have functionality to filter and show only records that are related to the record currently being viewed.
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Infor CRM V8.2 Picklist Defect, and How to Fix it!
If you have the new or upgraded Infor CRM 8.2.0 database, you may have noticed that adding & editing picklists causes an error. This is a defect in the system. The good news is, there’s a workaround – but don’t try this at home, kids! The procedure requires knowledge of Microsoft SQL Server…
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Find All Orphaned Calls in SugarCRM with a Custom REST Endpoint
Orphaned Calls in SugarCRM are a record that is not related to a parent record. This article shows how to use a Custom REST Endpoint to locate the records.
Continue readingSetting up SugarCRM and Google Docs and Google Drive Integration
For some time, SugarCRM integrated with Google Drive to allow you to "attach" files from Google Drive to records in SugarCRM. This functionality then disappeared from Sugar. Yesterday I found that Sugar was advertising on their website that there is an integration with Google Docs and…
Continue readingSugarCRM Tips: Setting Up Round Robin Lead (or Case) Assignment with Process Author
Recently I had a chance to set up a lead assignment process in Sugar using the round robin functionality. This allows you to distribute leads to a group of people, sharing evenly so that everyone gets their fair share of leads. No more remembering who got the last lead or fielding complaints that…
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SugarCRM Moves Towards Predictive Analytics
SugarCRM announced their acquisition of Contastic last week. Contastic developed a platform for predictive analytics specific to sales relationships. By analyzing communications between sales and a contact, Contastic can recommend conversation starters and remind you when it’s time to reach out.
Continue reading3 Reasons Why We Love Gamification for CRM
Gamification: Applying game elements such as point scoring, competition with others, rules, etc. in a business setting to encourage engagement with a product or service. Gamification promotes competition, accountability, strategic thinking, and most importantly - results. If done correctly, it can…
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Should I Create a Relationship or a Relate Field in Sugar Studio?
Sugar’s Studio administrator tool has a wide variety of options available so that you can configure the system to match your business needs. One common question we get is on the difference between a relationship and a relate field.
Continue readingKicking off the New Year Testing New Starfish ETL Functionality
This new Starfish ETL functionality builds on top of the SQLite Xref and SQLite Connector functionality already in Starfish. The SQLite Xref functionality greatly increased the speed and reliability of the Xref system and allowed us to update Xref lists as opposed to just inserting new, possibly…
Continue readingUsing Wild Card in Mass Update to Clean Your Data
We recently increased the number of lead sources we have and I wanted to clean up our opportunities (including the historical ones) to map to the new lead sources.
Continue readingTroubleshooting for Microsoft Visual Studio 2015
I decided to try out the new Microsoft developer tools that come with Microsoft Visual Studio 2015 to get a feel for the software. When I downloaded the product, I received a web installer which in turn downloaded the necessary components and installed them. It was a somewhat slow install process.
Continue readingHow to Fix Connection Issues in External Facing Infor CRM Sites
Generally, on premise Infor CRM installations are set up as a combination of servers inside a company's network and behind a firewall.
Continue reading4 Questions to Ask Yourself When Searching for a CRM
If you’ve never used Customer Relationship Management software before it might be a little scary to start looking for one. How do you know what to look for?
Continue readingHow 311 Call Centers are Transforming Municipal Emergency Responses
Based on the more than 50 311 projects in which I have worked over the past 10+ years, we have seen a drop in 911 calls of 20-40% when 311 or a non-emergency call center has been introduced.
Continue readingSugarCRM 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.
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