Sometimes, when a certain action happens in Creatio, you want one or more recipients to be notified of the action via email. You can easily build a process to make this happen. Building a process requires system administrator rights.Continue reading
You can set up a gauge widget in Creatio to track progress towards a goal in the Dashboards section, on the Dashboards within any other section, or on a record page. In this example, we will set up a widget on a new Dashboard tab in the Dashboards section.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
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
We found that a recent Outlook update was causing our Sugar sidebar to show in a separate window instead of within Outlook as it should.Continue reading
Knowing the number of licenses you have is always a good idea. If you need to add licenses, or change something about your Sugar instance, you have the information in-hand to simplify planning and budgeting. Here's how to check your license usage and active users in Sugar.Continue reading
Sugar’s latest Outlook Plugin release includes a new setting to automatically archive both incoming and outgoing emails. Finally! To utilize this setting, you must have the latest version of Sugar’s Outlook Plug-in: version 2.6.0.Continue reading
The options on a dropdown list (list B) change based on the way a different dropdown field (list A) is set, you must set up cascading dropdown fields.Continue reading
If you have Sugar Cloud — Enterprise or higher — and are a systems administrator, you can write your own SQL statement to query the database.Continue reading
SugarCRM announced the release of Mobile Application Configuration Service (MACS) last week. This new tool for Sugar Enterprise or Ultimate subscribers allows customers to deploy a customized version of the SugarCRM mobile app for cell phones and tablets.Continue reading
Sugar 7.7 introduced a new option to allow editing in the preview pane. I found this new feature during a recent training class and am really excited about its potential.Continue reading
Recently I had a chance to set up a lead assignment process in Sugar using the round robin functionality. This allows you to distribute leads to a group of people, sharing evenly so that everyone gets their fair share of leads. No more remembering who got the last lead or fielding complaints that…Continue reading
SugarCRM announced their acquisition of Contastic last week. Contastic developed a platform for predictive analytics specific to sales relationships. By analyzing communications between sales and a contact, Contastic can recommend conversation starters and remind you when it’s time to reach out.Continue reading
Sugar’s Studio administrator tool has a wide variety of options available so that you can configure the system to match your business needs. One common question we get is on the difference between a relationship and a relate field.Continue reading
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..Continue reading
Sugar 7.6 includes a new process management tool, Process Author, for Enterprise and Ultimate subscribers. At a basic level, you can think of Process Author as an advanced workflow tool — not a replacement for the workflow engine already available in SugarCRM, but another option in your toolkit.Continue reading
Sugar version 7.6 introduces role-based views and role-based dropdowns for Enterprise and Ultimate subscriptions. These new administrator configurations offer greater flexibility for enterprise implementations to customize screens and dropdown options for various types of users across the…Continue reading
The latest release of SugarCRM, version 7.6, includes a number of enhancements to the Revenue Line Items module. Revenue Line Items, available only with Enterprise and Ultimate subscriptions, adds detailed tracking for each individual component of a sale.Continue reading
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
We talk a lot about Sales Creatio, but what can Marketing Creatio do? How can it help teams with lead generation, marketing processes, and behavior tracking? What kinds of tools and features does it offer to empower a marketer? Join us for this online discussion on Marketing Creatio!View Event
StarfishETL is releasing the first in a series of pre-built integrations, StarfishETL Essentials, for Creatio & HubSpot. Essentials are pre-built integrations that can be deployed quickly, be customized to fit your exact needs and are free with the StarfishETL Professional Edition subscription.
Join us on March 31 to learn about the features, pricing, and benefits of this integration, as well as what to…
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!
A major strength of Creatio is its ability to create a process-oriented approach for sales, services, and marketing. Building out processes in Creatio helps your teams create repeatable steps that improve efficiencies, streamline operations, and create visibility across departments.
During this online user group, our experts will lay out the basics of process building to help any user get up and running with…