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...

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...

How to lock fields of a record that is participating in...

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...
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