The SugarCRM Silent Upgrade Utility is a life saver. Here at Technology Advisors, we've banned the use of the Upgrade Wizard. With the Upgrade Wizard, there are numerous things that can go wrong. Among those things are the upload file size, permissions and timeout settings for the server. If the... Continue Reading
How to Use the Creatio Gauge Widget to Track Progress Towards a Goal
You can set up a gauge widget in Creatio to track progress towards a goal in the Dashboards section, on the Dashboards within any other section, or on a record page. In this example, we will set up a widget on a new Dashboard tab in the Dashboards section.
Start by creating or editing the... Continue Reading
Can Citizen Developers Help IT?
There’s been a lot of buzz recently about low code, no code, and citizen developers. With all the pressures for faster development cycles, stronger tech support, and better business applications, it’s no wonder people are getting excited at the prospect of citizen developers.
How to Display Top N Rows in Creatio Using Detail Area
Creatio has a quick and easy way to build a detail area (a.k.a. one-to-many relationship). You've probably already tried using the detail wizard and bpm'online auto-magically generated the functionality for you behind the scenes. So easy!
11 Ways Your Small Business Can Avoid The Summer Slump
Guest Post by: Meredith Wood
The summer slump is currently affecting offices across the country -- and it’s likely happening in your office, too.
This phenomenon impacts 53% of US office workers, who report feeling distracted during summer months. This distraction comes... Continue Reading
Expert Marketing Tips for the Small Business Owner
Guest Post by: Kevin Gardner
Marketing and managing customer relations as a small business may seem a daunting and expensive task. But it doesn’t have to be so. The following expert tips specifically for a small business owner offer proven strategies you can apply immediately to... Continue Reading
How to Use Visual Content on Social Media to Improve your Customer Service
Moreover, social networks with algorithmic feeds, such as Facebook and Twitter, have been prioritizing visual content over text-only content, which in turn earns image-based posts higher engagement. If you’re a customer-focused brand, it’s worth investing into a social media monitoring system... Continue Reading
Banking CRM: Use Cases, Challenges, and Benefits
If you’re working with people, and if you have customers that rely on you for something, you need a CRM system. The banking and financial sector has picked up on this wisdom, and it’s made them one of the top CRM... Continue Reading
How to Check and Maintain Data Storage Capacity in Sugar
Did you know the subscription level of your Sugar Cloud instance dictates your data storage capacity? If you didn’t know, you probably haven’t hit your data limit; but you may be closer than you think! If you exceed capacity, you could be charged fees. No one likes fees.
So, let’s... Continue Reading