How To

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How to Use the Creatio Gauge Widget to Track Progress Towards a Goal

September 30, 2019

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.

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progress towards a goal
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How to Display Top N Rows in Creatio Using Detail Area

August 27, 2019

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 Creatio auto-magically generated the functionality for you behind the scenes. So easy! Let's take that one step further.

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Creatio display top rows
Blog

How to Use Visual Content on Social Media to Improve your Customer Service

July 22, 2019

It’s no secret that when it comes to volume, text has given way to visual content on social media platforms. Primarily visual social networks such as Instagram and YouTube continue to acquire more daily users, with these users visiting the platform more frequently and collectively uploading…

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social media
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How to Check and Maintain Data Storage Capacity in Sugar

June 27, 2019

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 consider some key…

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data storage
Blog

How to Use Your Email to Boost Your ROI

June 18, 2019

Email marketing strategies result in positive outcomes and new customer acquisitions 40 times more often than similar ad campaigns. Not to mention, most email services are free. If you are serious about boosting your ROI through successful and carefully executed email campaigns, you will need to…

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email boost ROI
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How to Build Cascading/Dependent Lookups in Creatio

June 11, 2019

If you have a situation where you must have one lookup offer only a limited set of values based on what is selected in another lookup, then you must setup lookups with dependencies on one another. This article explains how to do that.

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creatio lookups
Blog

How To: Keep Outlook Plug-In in the Sugar Sidebar After an Update

January 21, 2019

We found that a recent Outlook update was causing our Sugar sidebar to show in a separate window instead of within Outlook as it should.

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How To
Blog

How to Check the Number of Active Users in SugarCRM

September 12, 2018

Have you ever received this notification in SugarCRM: “Warning: User licenses exceeded by 1”? So, how can you check the number of active users in SugarCRM?

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check active users
Blog

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
Blog

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
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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