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.

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 triggered inside of Sugar can have multiple statuses such as...

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...

How to add tabs in Sugar record view

Record view for every module in Sugar is the main data source, therefore, it's important to keep this view organised and easy to navigate enabling users to find the information required quickly and easily. One...
How to sort subpanels on SugarCRM Mobile

SugarCRM Mobile: How To Sort Related Subpanels

Optimising the layout of your CRM is crucial to your goal of an easy and intuitive CRM experience for your users.  It helps with user adoption and it improves efficiency bbut having the right...
How to convert a Lead SugarCRM

How to convert a Lead in SugarCRM

The 'Convert' option in Sugar enables users to convert a Lead record into a Contact and Account record as and when the Lead qualifies according to your organisations' practices. When to convert a Lead Knowing to...

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...
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The New SugarCRM Quotes Module 7.9

SugarCRM is always looking to improve the end user experience and the release of 7.9 will significantly benefit users running all commercial editions. One of the main updates released in SugarCRM 7.9 is the new...

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...

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...

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 four types of reports that can be built in Sugar...
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