New SugarCRM Feature: Editing from Preview Pane in 7.7

As you probably know, the Preview (eye) button in Sugar 7 allows you to view additional record details from a module or subpanel list, utilizing the right-hand side panel to display the information in a split-screen. This can save users a lot of time when working through a list of contacts or reviewing account history, for example.

Sugar 7.7 introduced a new option to allow editing in the preview pane. I found this new feature during a recent training class and am really excited about its potential.

Sugar administrators can turn on this feature from the System Settings administration tool. When enabled, this new feature allows users to click an “Edit” button on the preview pane to edit the data. This allows even more user efficiency when using the already-great preview feature.

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Megan Sheehan

Director of Project Management

Megan is a CRM expert who helps clients design and build their CRM systems, manages their implementation and enhancement projects, designs and builds data integrations, and trains their teams on how to properly implement. She’s been part of the Technology Advisors team since 2012 and has written three books on CRM. Megan also co-hosts online user groups for various products where she teaches attendees about the latest updates, features, and functions.

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