Tech Advisors Blog

Have you ever received this notification in SugarCRM: “Warning: User licenses exceeded by 1”? Knowing how many active users are in your system can avoid this roadblock in the future. So, how can you check the number of active users in SugarCRM? Do the following:

A frequent request from our customers is the ability to control security via a lookup. This type of security set up falls outside the typical object permission setup within bpm’online. This post teaches you how to use a business process and custom lookup object to implement this team based... Continue Reading

During a recent chat with one of our CRM consultants, he mentioned concerns about customer perceptions of CRM. “Sometimes I worry they don’t see the full picture,” he said. “CRM is an ongoing investment. As a business grows, the CRM must grow too. They assume once the CRM is purchased and the... Continue Reading

In Infor CRM, there is a database table called GROUPSTATS.  It was added in version 8.1.  This table tracks how often users select each group. It keeps a count of each time the owner uses the group, as well as each time anyone who has access to the group uses it.

Bpm’online has rich functionality to manage security access to users. The greater level of granular control however comes with complexity that can get very confusing to manage as your organization grows.

Setting up security for temporary workers is a common need and is often setup such... Continue Reading

Sugar’s latest Outlook Plugin release includes a new setting to automatically archive both incoming and outgoing emails. Finally! To utilize this setting, you must have the latest version of Sugar’s Outlook Plug-in: version 2.6.0.

If you’re using a CRM, It is inevitable that you’ll need to locate and report on data from the system. Those reporting capabilities are where SugarCRM shines. This includes both easy-to-use filtering and a robust reporting module giving you flexibility to use your data as needed.

If you have Sugar Cloud — Enterprise or higher — and are a systems administrator, you can write your own SQL statement to query the database. One example of when you would use this would be if you wanted to query a backend table. Here’s how to do it:

When you want the options on a dropdown list (list B) to change based on the way a different dropdown field (list A) is set, you must set up cascading dropdown fields in SugarCRM. Here’s how to do it: