How To
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.
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Managing Read-Only Access to Creatio
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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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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How to Set Up Cascading Dropdown Fields in SugarCRM
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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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.
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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.
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