Megan Sheehan

Upcoming Events
SugarCRM Studio
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.
Register NowCreatio CRM vs. Infor CRM: A Head-to-Head Comparison
To properly compare CRM solutions, it's important to know how the features will support your business. The best way to get a handle on those features is to see them in action. During this webinar, our experts will use a live demonstration to show how Creatio CRM and Infor CRM fare when they battle head-to-head on features, functions, usability, and the overall interface of their solutions. Join us for this informative…
Register NowRecent Contributions
Triggering an Email Notifications for an Event in Creatio
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.
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How to Use the Creatio Gauge Widget to Track Progress Towards a Goal
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.
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SugarCRM Reports: Choosing the Right Type
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…
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How to Check and Maintain Data Storage Capacity in Sugar
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…
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How To: Keep Outlook Plug-In in the Sugar Sidebar After an Update
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.
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How to Check Your License Usage in Sugar
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.
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How to Automatically Archive Emails to Sugar Using Sugar's Outlook Plugin
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.
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Using Filters and Reports in SugarCRM
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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How to Set Up Cascading Dropdown Fields in SugarCRM
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.
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How to Run Select SQL Queries in SugarCRM's Cloud Version
If you have Sugar Cloud — Enterprise or higher — and are a systems administrator, you can write your own SQL statement to query the database.
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SugarCRM Introduces MACS: Mobile Application Configuration Service
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.
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New SugarCRM Feature: Editing from Preview Pane in 7.7
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.
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Searching Tricks in Sugar - Using Wildcards
I’ve been using the % wildcard in SugarCRM, well, as long as I’ve been using Sugar. But one of my colleagues just taught me additional wildcards!
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SugarCRM Tips: Setting Up Round Robin Lead (or Case) Assignment with Process Author
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…
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SugarCRM Moves Towards Predictive Analytics
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 readingShould I Create a Relationship or a Relate Field in Sugar Studio?
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 readingSugarCRM Introduces Process Management with Sugar Process Author
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 readingRole-Based Views and Dropdowns Now Available in Sugar 7.6 Enterprise & Ultimate
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 readingSugar 7.6 Enhancements to Revenue Line Items
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 readingSugar 7.6 User Interface Updates
Sugar 7.6 includes a number of updates to the user interface (UI). These small but powerful changes enhance user personalization and searching capabilities.
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Studio Creatio: An Overview
As a revolutionary low-code CRM, Creatio enables everyone on your team to take on the role of a developer. With the ability to build and manage their processes, customize solutions, and utilize the power of AI, Studio Creatio helps teams accelerate automation and adapt to changing business needs.
During this online user group, our Creatio experts will dive into the Studio solution to demo what it's…
Creatio Coffee Break
Join us for a virtual coffee break after Creatio's ACCELERATE conference! We'll use our 30+ years of CRM and software experience to answer your questions and teach you strategic approaches for successful CRM deployment.
Scroll down to read the full event schedule!
Sugar Serve: Features & Functions
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…
SugarIdentity and Okta Single Sign On
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 EventThe Magic of Marketing Creatio
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!
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