Our Microsoft Office Exchange server is hosted by Microsoft on their Office 365 Cloud and our SugarCRM instance is setup to send emails from notifications@techadv.com. If we want to allow our Sugar users to send emails from within Sugar... Continue Reading
The Best Ways to Improve CRM Adoption
Did you know that less than 40% of businesses have a CRM adoption rate above 90%? That means 60% of all businesses have poor CRM... Continue Reading
How To: Keep Outlook Plug-In in the Sugar Sidebar After an Update
Several of us at Technology Advisors found that a recent Outlook update was causing our Sugar sidebar to show in a separate window instead of within Outlook as it should.
To resolve this, we did the following:
Why Integrated Software Will be Hotter Than Flossing in 2019
Remember last year when that zany dance move called Flossing came out? It caught like wildfire and spread all over the world. While significantly less cool and unlikely to go viral, integrated software may finally have its own “Flossing” moment in 2019.
... Continue Reading
Sugar Admin 101: Best Practices for User Management
A staple role for a Sugar Administrator is the user management within the system. The Admin is responsible for adding and deleting users, managing passwords and login capabilities, and assigning roles and teams appropriately. So, what are the best practices for user management in Sugar? Our... Continue Reading
2018 Holiday Updates: New bpm'online Schema Tools Features
We are excited to announce new updates to bpm'online Schema tools! In the previous release, we had all the property(field) types documented except for one — additional details for Lookup type fields. These indicated their type correctly but... Continue Reading
CRM Data Management Best Practices
A CRM administrator is responsible for maintaining a lot of things related to the company’s CRM data. So, when the overall health of the data is in jeopardy, the Admin can find himself in a position where he must act. Whether your data is at risk, or you’re trying to be proactive to prevent... Continue Reading
How to Search Through Your bpm'online Objects
Our customers’ businesses are continuously evolving, and we, as the support team, are regularly enhancing customizations to support the evolution.
How to Check Your License Usage in Sugar
A customer recently asked me if there's a way to check how many licenses they've purchased from SugarCRM and how many active users they have. Knowing the number of licenses you have is always a good idea. If you need to add licenses, or change something about your Sugar instance, you have the... Continue Reading