Our Microsoft Office Exchange server is hosted by Microsoft on their Office 365 Cloud and our SugarCRM instance is setup to send emails from email@example.com. If we want to allow our Sugar users to send emails from within Sugar... Continue Reading
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:
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
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
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
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
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