Director of Services
Justin is a Customer Relationship Management, CRM, software business analyst and consultant with ten years of experience in the industry. Justin started at Technology Advisors on the support desk where he learned extensively about all facets of CRM software. He was quickly promoted to the role of consultant where he learned the entire process of software consulting from pre-sales to post production support. He now works as the senior Technical Architect with new and existing customers and as the Director of Services at Technology Advisors.
During the holiday season and into 2016, I've been exploring and building partnerships with several of SugarCRM's Technology Partners. Sugar's Version 7 release has opened a new world of possibilities for 3rd party products by allowing developers to leverage Views to display data and the new REST API to interact in ways that weren't possible in the past. (Views are the different areas of Sugar. Examples include the Preview Pane where Dashlets...
We recently had a request to capture the changes made to a grid on an Opportunity Tab in SalesLogix. The three items requiring capture were:
- Any time a record was deleted
- Any time a record was added edited via an Add Edit Form
- Any time a check box in the grid was checked or unchecked
Congratulations to Mike Santoro, President of Walker Sands, for making it to the finals of two impressive awards. Mike Santoro was nominated for EY Entrepreneur of The Year and Walker Sands was nominated for The Holmes Report 2016 North America Technology Agency of the Year. Mr. Santoro is the featured speaker at our Chicago Sugar Workshop on July 20th, 2016.
In SalesLogix Web, when you create an “E-mail/Letter/Fax Using Template” it can be a little confusing what happens to the document and how to update it. Here are the steps for creating and updating a Quote using the Mail Merge engine.
Surf to the contact you want to quote and click the Write button -> Letter -> and select the Template you wish to use. Or click More Templates and find the template you wish to use.
When I started digging into customizing SugarCRM I often found it difficult to follow along with suggested solutions. I mainly searched the SugarCRM forums for help on specific questions. Most of the time I could find sample code but not the information on how to use it. In this blog post I'll show how to create a very basic onload and onchange event for a module. The specific example I will work towards is implementing a...