SugarCRM How to Guides

The most up-to-date SugarCRM News, FREE Resources, Product Updates, Security Updates & More!

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...

November 22, 2018

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...

November 7, 2018

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...

October 30, 2018

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,...

September 11, 2018

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...

July 17, 2018

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...

July 17, 2018

SugarCRM How-to's / Tips & Tricks

SugarCRM Software UpdatesApril 8, 2024

Sugar Enterprise 14.0 – April 2024 release

The 14.0 release for Enterprise will be be shortly released and there are a multitude of exciting new features...

SugarCRM Resources / Downloads

SugarCRM NewsJanuary 26, 2018

Watch Recorded Webinar: GDPR – The Clock is Ticking

In This GDPR Recording You Will Learn: The basics of the new legislation What is SugarCRM doing internally to...

SugarCRM ResourcesJanuary 26, 2018

[Webinar Recording] GDPR – The Clock is Ticking

You May Also Be Interested In Start a Free Trial Get Pricing and Datasheets CRM Analyst Reports, eBooks, Whitepapers and more Learn more...

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SugarCRM Latest Awards

SugarCRM NewsOctober 31, 2019

SugarCRM Wins Software Awards – Top 20 Fastest Growing Software & More!

Continuous Innovation SaaSworthy track and review over 40,000 software suites...

SugarCRM NewsJuly 6, 2018

SUGARCRM NAMED BEST CRM FOR THE 4TH YEAR IN A ROW

SugarCRM has been named the best CRM for the...

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SugarCRM Mobile 6.0.2 Released!

SugarCRM Mobile 6.0.2 is now available for download on...

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5 Quick benefits to using SugarCRM mobile.

SugarCRM allows you to stay connected with your customers...

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SugarCRM named Visionary in Gartner’s 2017 SFA Quadrant

SugarCRM has been named a Visionary in the Gartner...

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