Megan Sheehan
Recent Contributions
How to Create In-App Notifications in Creatio
Creatio uses the Notification center to alert users to key reminders: scheduled activities, feed messages, approvals, and more. Did you know that you can push custom alerts to the Notification center for any necessary information or reminders? This encourages users to be logged in and monitoring…
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How to Enable Creatio IP Address Restrictions
Most businesses allow their users to access their Creatio site from anywhere, but some organizations need a more secure site that can only be accessed from their office (or via VPN) by some or all of their users. In this scenario, you can use the Creatio IP Address Restriction features to limit…
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How to Scan Business Cards with the Creatio App
While electronic business cards are slowly replacing paper ones, plenty of people are still using traditional business cards. Did you know that with a little setup you can scan business cards in the Creatio mobile app?
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How to Install Applications from the Creatio Marketplace
Creatio’s application Marketplace is full of great apps and templates that can help you quickly accelerate the setup of your Creatio instance. Most of the time, you can install applications directly into your Creatio site in just a few clicks! In this post, I’ll explain how to do that.
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Dealing with Deleted Data in a Creatio Integration
When syncing data between two applications, most integrations only sync new and updated data. But some applications allow the deleting of data, and you may wish to include data deletions in your integration by deleting the corresponding data from the other application as well. When data is deleted…
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Are Your Management Team Meetings Effective?
Like many of us, we spend a lot of time in meetings, and not all of these meetings feel effective. Some meetings have become a monotonous cycle of attendees taking turns making status reports, with very little conversation about any of the reports, or really any dialogue between people in the…
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How to Include Data from a Child Detail in a Creatio Email Template
When certain actions happen in your Creatio site, you may need to trigger an email alert letting someone know about that action. Sending the email message is a pretty simple configuration as part of a Dynamic Case or Process.
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Looping Through Data in a Creatio Process
When building a process in Creatio, the ‘Read Data’ element allows you to read a Collection of records that meet defined criteria. Once you have a Collection, what can you do with it? Often, you may want to loop through each record in that Collection, taking some action(s) with each one.
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Trigger a Mobile Push Notification Using Creatio
Ever need to urgently alert users when a trigger condition is met? Creatio has a base ‘Send Push Notification’ process that you can leverage.
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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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