Curious about Sugar Serve, the complete CX solution from SugarCRM? Join us for a discussion and demo of this solution with our CRM experts, Justin & Megan. We'll cover topics relating to SugarCRM's service console, case routing and assigning cases based on work hours, SLA tracking,…Register Online
Sugar Connect is SugarCRM’s Outlook 365 email integration product. Connecting Outlook to Sugar provides multiple benefits for the user, allowing them to access CRM information from their email sidebar, sync and access shared calendars, and much more.Continue reading
In SugarCRM, there are four main types of reports: rows and columns, summation, summation with details, and matrix. When you create a custom report, it is essential that you select the right report type to fit your needs. Any report you create will have drill-through capabilities for a deeper…Continue reading
With the Silent Upgrade Utility, you need SSH access to your server to run the commands locally on the server. This removes any issues with uploading, permissions or timeouts. First, upload the upgrade file you would normally upload to the Upgrade Wizard. You also need to upload the silent Upgrade…Continue reading
Rich Green is Chief Product Officer and CTO at SugarCRM. Rich leads SugarCRM’s engineering and product management teams and is responsible for the product vision and global strategy of the award-winning Sugar platform.
In this episode, Sam and Steve ask Rich for his perspectives on…
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…Continue reading