Changing fields through Multi-Layer relationships in Sugar
With the release of Sugar Winter '19 (8.3) SugarCRM has introduced to Advanced Workflow the ability to via a process definition to change the...
Version 2.6.2 of the Outlook Plug-in Released
SugarCRM has released version 2.6.2 of the Sugar Plugin for Microsoft Outlook.
This latest release includes improvements to the sync failure handling process. With this...
SugarCRM Winter ’19 (8.3) is Live
Sugar Winter '19 is now live and available for all customers hosted in the Sugar Cloud environment. Winter '19 is the next step in...
How to create a discount approval Process Definition
It's not uncommon for businesses to have a limit of how big a discount an employee can give without approval from a higher tier...
SugarCRM Tip: Make the most of your Intelligence Pane
The intelligence pane in SugarCRM is there to provide end users with valuable information via dashlets. One type of dashlet that is often overlooked is ListView dashlets, these...
Understanding Relationships in Sugar
Being able to link information together via relationships in a CRM system is essential to get the full overview of the Customer, to see the...
SugarCRM Mobile 6.3.1 is Live
SugarCRM Mobile 6.3.1 is now available for download in iOS and Android devices.
This latest SugarCRM Mobile release contains fixes for issues identified in prior releases...
Quotes Worksheet Layout
With the release of Sugar 8.2 there is now the option to configure the Quote Worksheet layout that was previously unavailable. This new function...
Act-On named Global Leader in Marketing Lead Management
Act-On has been ranked as the Global Leader in the 2018 Research on Action Matrix for Marketing Lead Management.
The report led by Forrester veteran...
Version 2.6.1 of the Outlook Plugin Released
SugarCRM has released version 2.6.1 of the Sugar Plugin for Microsoft Outlook.
This latest release includes the ability to auto-archive outgoing emails to Sugar Contacts...