How To
How to Use Your Email to Boost Your ROI
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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How to Build Cascading/Dependent Lookups in Creatio
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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How To: Keep Outlook Plug-In in the Sugar Sidebar After an Update
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 Check the Number of Active Users in SugarCRM
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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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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