However, in the past year, I've noticed an internal server error will sometimes occur when setting up a new user. After some investigation, I found some Office 365 Admin settings necessary that fixed it. In this post, I'll detail what Admins should be looking for and the steps they must…Continue reading
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
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
Our Microsoft Office Exchange server is hosted by Microsoft on their Office 365 Cloud and our SugarCRM instance is setup to send emails from email@example.com. If we want to allow our Sugar users to send emails from within Sugar without having to setup their own SMTP credentials…Continue reading
Sugar List View Dashlets have functionality to filter and show only records that are related to the record currently being viewed.Continue reading
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.Continue reading
For some time, SugarCRM integrated with Google Drive to allow you to "attach" files from Google Drive to records in SugarCRM. This functionality then disappeared from Sugar. Yesterday I found that Sugar was advertising on their website that there is an integration with Google Docs and…Continue reading
This new Starfish ETL functionality builds on top of the SQLite Xref and SQLite Connector functionality already in Starfish. The SQLite Xref functionality greatly increased the speed and reliability of the Xref system and allowed us to update Xref lists as opposed to just inserting new, possibly…Continue reading
When importing data into SugarCRM using StarfishETL, turn off assignment notifications to prevent sending out thousands of emails.Continue reading
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…Continue reading
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.Continue reading
When setting up a new instance of SalesLogix on a Microsoft SQL Server I generally setup two maintenance plans using the Maintenance Plan Wizard. Note that if you are using SQL 2005, make sure you are running MS SQL Service Pack 3. There was an issue in earlier versions of SQL 2005 that caused…Continue reading
Is there a way to set the Opportunity defaults for all users in SalesLogix? A client recently wanted to change the default estimated close date for new opportunities in SalesLogix to 1 month from 2 months. The Tools -> Manage -> Opportunity Defaults menu item was disabled for all users, so…Continue reading
Today I was asked about creating an opportunity group in SalesLogix that contained opportunities estimated to close this month.Continue reading
This example shows how to create a dll file that will augment security in SalesLogix by wrapping around the existing security of Saleslogix. This modifies sql statements as they come through the SalesLogix Provider. So you have: If this table is in the join, add to the where clause.Continue reading
The simplest way to go about this would be to set a condition of Contact.History.CompletedDate within the last 24 hours. Even by cutting this down to 12 or 8 hours, this is not an exact formula and could cause incorrect data to show.Continue reading
The Sales Training Community at TrainingIndustry.com announces the “2009 Top 10 - Sales Force Automation Training Companies”. This list recognizes the leading sales training and consulting companies that provide training on sales force automation tools (SFA).Continue reading
In the Sage SalesLogix Application Architect after completing all of your new web customizations I occasionally run into some errors while building the web platform. (Imagine that!)Continue reading
SugarCRM's Studio tool allows administrators to modify fields, page layouts, and more to fit the needs of their organization. Join our Sugar experts for an online discussion and demo of some of these options like dependent and calculated fields. Plus, we'll go over upcoming releases and other important info.View Event
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, knowledgebase, and much more.
Additional Highlights Include:
- Email to Case functionality
- Follow up…
Now more than ever, online security and Cloud user management are a priority for businesses. During our next online user group, we'll discuss how SugarCRM's SugarIdentity and Okta's single sign on (SSO) can help Sugar customers keep their data safer, make life easier for administrators, and still allow developers to integrate other applications with ease. Join us to learn!View Event
Ready to take your sales & revenue analytics to the next level?
SugarCRM's new Sugar Discover tool gives you immediate insights into sales performance, automates analytics, provides context, and delivers deep insights for data-driven decision making.
Learn what makes this tool so powerful and get your lingering questions answered during this informative online user group session!
Sugar Connect -- Sugar's Outlook integration product -- synchronizes your email data with Sugar Sell, Serve, Enterprise, and Pro to allow the user to:
- Access Sugar information from a sidebar in their email when reading or composing an email
- Attach emails to Opportunities, Accounts, or Contacts
- Sync and access shared calendars
- Access and use CRM email templates