How To

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Tracking How Often a Group is Used in Infor CRM

August 20, 2018

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.

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tracking group in Infor
Blog

Managing Read-Only Access to Creatio

August 14, 2018

Setting up security for temporary workers is a common need. A common question is about providing read-only access so they can view information.

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

August 10, 2018

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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sugar archive emails
Blog

How to Set Up Cascading Dropdown Fields in SugarCRM

August 2, 2018

The options on a dropdown list (list B) change based on the way a different dropdown field (list A) is set, you must set up cascading dropdown fields.

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sugarcrm cascading dropdown fields
Blog

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

August 2, 2018

If you have Sugar Cloud — Enterprise or higher — and are a systems administrator, you can write your own SQL statement to query the database.

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sugar sql queries
Blog

How to Use SugarCRM Advanced Workflow for Custom Call Reporting

July 23, 2018

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.

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SugarCRM advanced workflow for custom call reporting