How to lock fields of a record that is participating in a Process
The Advanced Workflow tool allows certain items/updates in Sugar to happen automatically when a certain criterion is met, however, a great function of this...
How to log a Call with the Sugar Mobile App
The Sugar Mobile App is designed to allow users to easily access and update their CRM while being out and about. One of the...
5 Top Tips to Handle Email Unsubscribes
Everyone has the right to unsubscribe from emails, however, in order to retain as many recipients as possible or to ensure that anyone that...
Fall ’18 (8.2) is Live
Sugar Fall '18 is now live and available for all customers hosted in the Sugar cloud environment. Fall '18 is the next step in...
SugarCRM Mobile 6.2.1 is Live
SugarCRM Mobile 6.2.1 is now available for download on iOS and Android devices.
This latest SugarCRM Mobile release adds the ability to edit the Forecast...
“Right to Access” Requests with Act-On
Act-On has assembled a short guide on how to comply with "Right to Access" requests to enable companies to comply with new Data Privacy...
How to permanently erase Contacts in Act-On
Inline with new Data Privacy legislation, there may be occasions where individuals contact your company to request that all of their information is removed/deleted,...
SugarCRM Mobile 6.2.0 is Live
SugarCRM Mobile 6.2.0 is now available for download on iOS and Android devices.
This latest SugarCRM mobile release now allows users to create and modify Quotes,...
Drill Through Charts in Sugar
With the recent Winter '18 release of Sugar, SugarCRM introduced a significant enhancement to reporting tools in the form of drill through capability on...
Version 2.6.0 of the Outlook Plug-in Released!
July 17, 2018.
SugarCRM has released version 2.6.0 if the Sugar Plug-in for Microsoft Outlook.
This latest release includes the following new features and enhancements:
Users...