How-to SugarCRM

Leverage our experience with How To guides for SugarCRM and Act-On software.

How ‘How to’ guides are a great resource to learn new tips and tricks with SugarCRM and Act-On software.

We implement dozens of new CRM projects each year and learn a trick or two while we’re at it.  We’re not a hoarder of great intel on how to make the most out of your investments and we like to share.

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 to validate a process definition on import or on an...

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 of Sugar to aid in the ease of use for...

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 value of a field not only on the target record...

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 but what happens when the discount does require approval, are...

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 enable users to view a list of records from specific...

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 allows you to specify the fields that are displayed and...

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 tool which we have found is not often used to...

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 functionalities of the Mobile App that is particularly useful is...

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 charts. The drill through feature gives the end user the ability...

Data Privacy Module in Sugar

With the release of Sugar 8.0, Sugar introduced a new Data Privacy Module, this module is a feature aimed at supporting your ability to carry out your Organisations data privacy policies. What is the Data...
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