Advanced Workflow: Terminated Vs Cancelled Processes

The difference between a Terminated and Cancelled process can be very useful for Sugar Administrator users to know for troubleshooting purposes. Processes that are...

How to schedule Reports with SugarCRM

Reports can be created in Sugar to allow users to manage/generate data from various modules to produce vital information for their Organisation. There are...

SugarCRM Mobile 6.4.0 is Live

SugarCRM Mobile 6.4.0 is now available for download in iOS and Android devices. This latest SugarCRM Mobile release will significantly benefit customers through the features...

Process Validation with SugarCRM

With the release of Winter '19 (8.3) Sugar introduced a great new feature to the Advanced Workflow tool, Process Validation. The Process Validator allows users...

Creating Related Records Through Multi-Layer Relationships

Within process definitions, there is the ability to automate the creation of a related record based on certain criteria. However, with the constant development...

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...
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