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Tracking How Often a Group is Used in Infor CRM

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Tracking How Often a Group is Used in Infor CRM

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.

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Managing Read-Only Access to bpm'online

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Managing Read-Only Access to bpm'online

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

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How to Automatically Archive Emails to Sugar Using Sugar's Outlook Plugin

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How to Automatically Archive Emails to Sugar Using Sugar's Outlook Plugin

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.

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Using Filters and Reports in SugarCRM

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Using Filters and Reports in SugarCRM

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.

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How to Run Select SQL Queries in SugarCRM's Cloud Version

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How to Run Select SQL Queries in SugarCRM's Cloud Version

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:

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How to Set Up Cascading Dropdown Fields in SugarCRM

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How to Set Up Cascading Dropdown Fields in SugarCRM

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:

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5 Quick Tips for CRM User Adoption

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5 Quick Tips for CRM User Adoption

Less than 40% of businesses have a CRM adoption rate over 90%. What is the point of having a CRM software if you’re not going to use it? Even with CRM’s... Continue Reading

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How to Use SugarCRM Advanced Workflow for Custom Call Reporting

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How to Use SugarCRM Advanced Workflow for Custom Call Reporting

A SugarCRM user was recently struggling with reporting based on custom fields in her CRM. Our expert, Justin, jumped in and provided the advice she needed. Here are the details of the issue and its resolution:

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The Explosive Impact of CRM: 2018 & Beyond

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The Explosive Impact of CRM: 2018 & Beyond

As recently as 10 years ago, the concept of CRM (Customer Relationship Management) might have caused some perplexed looks. For years, consultants spent much of their time trying to teach potential clients the benefits CRM provides. CRM has come a long way since. CRM is now the... Continue Reading

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