Tips and Tricks

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The Worst Advice You Can Hear About Buying Business Software

September 26, 2018

Even I, who work in this field, had a hard time writing a blog comparing document automation systems. I scoured review sites and product web pages searching for answers on what these products could and could not do, only to find the information was scattered and not directly comparable. The whole…

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Using Filters and Reports in SugarCRM

August 7, 2018

If you’re using a CRM, It's inevitable you’ll need to locate and report on data from the system. Those CRM reporting capabilities are where Sugar shines.

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5 Quick Tips for CRM User Adoption

July 31, 2018

Less than 40% of businesses have a CRM adoption rate over 90%. What is the point of having a CRM software if you’re not going to use it?

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6 CRM Mistakes You'll Never Make Again

August 2, 2017

Your CRM is built to work for you and designed to succeed with you. Don’t compromise its value with avoidable implementation and maintenance CRM mistakes.

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Searching Tricks in Sugar - Using Wilcards

April 14, 2016

I’ve been using the % wildcard in Sugar, well, as long as I’ve been using Sugar. But one of my colleagues just taught me additional wildcards!

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Display Filtered Lists of Related Records In A SugarCRM Dashlet

April 8, 2016

Sugar List View Dashlets have functionality to filter and show only records that are related to the record currently being viewed.

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Find All Orphaned Calls in SugarCRM with a Custom REST Endpoint

April 3, 2016

Orphaned Calls in SugarCRM are a record that is not related to a parent record. This article shows how to use a Custom REST Endpoint to locate the records.

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Concatenating Multiple Rows in SQL

June 21, 2011

SQL is often overlooked for programming capabilities. The concatenation function below saved me a lot of time in application programming to simplify presenting a 1-Many data relationship. This function has been extremely useful for me in report writing, data presentation , etc. The function takes…

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Creating OnChange and OnSave events in SugarCRM - Part 2

May 31, 2011

In the first post in this series on SugarCRM onload and onchange events I looked at how to add the events to the edit view. In this post I will look at how to call a function from a JavaScript file. In my third post, this will allow us to add JavaScript code that is more useful than an alert.

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