Trainer & Business Analyst
Megan is a CRM expert who helps clients design and build their CRM systems, and trains their teams on how to properly implement. She’s been part of the Technology Advisors team since 2012 and has written three books on CRM. Megan also co-hosts online user groups for various products where she teaches attendees about the latest updates, features, and functions.
If you are using SugarCRM, you should join Sugar’s community site: community.sugarcrm.com. Community is quickly becoming the one-stop-shop for keeping up with news and searching for assistance with anything Sugar. Need convincing? Here are 3 great reasons to join...
SugarCRM’s Reports module allows users to create four different types of reports, each with unique functionality and their own strengths and weaknesses. Have you ever looked at a report and wished it had been created as a different type of report?
The Reports module actually has built-in functionality to help you turn a report of one type into a report of another type...
To send out an email campaign using SugarCRM’s Campaigns module, first create one or more target lists to identify the recipients of your message. Then, within the Campaigns module, use either the wizard or classic create method to create a new Campaign. (The wizard will walk you step by step through the process, while classic create will allow you to move through the process...
If you want to use SugarCRM’s email marketing features, the first step is to create Target Lists containing all of the people you would like to receive your email. You can use the built-in querying tools of SugarCRM – search and reports – to identify your recipients by any characteristics stored in your database.
This is a follow-up to our previous post on SugarCRM Report Filters, which was an overview of using filters when creating custom SugarCRM reports. In this post, we will focus specifically on run-time filters and how they can be used to make your reports even more powerful.