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.

Importing data in SugarCRM made easy with Team Set ID’s

Do you often have a task of importing records that all need to be assigned to multiple teams at the same time? Importing that information can be done by importing using the Team Set...
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SugarCRM Tip: Understanding Why You Are Winning Deals

We've implemented 100+ SugarCRM systems for organisations around Europe in the past few years.  Having the right stakeholders giving input into the design of the system is something we emphasise during the project planning. ...

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...
SugarCRM Password Management

Security check: Password management

Sugar allows administrators to set up a vast range of password security features to ensure that the Sugar instance remains safe and secure. In order to set up password management features, admin users must navigate...

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 use keyboard shortcuts in Sugar

Sugar prides themselves on providing a quick, simple and effective user experience. One of the ways in which they do this is by providing users with a various set of keyboard shortcuts to easily perform...

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...

Round Robin Activities and Actions with SugarCRMs’ Advanced Workflow

When building Process Definitions in Sugars' Advanced Workflow tool, you will find an Action or Activity event to reassign the Sugar record or process flow via a round robin method. The round-robin method will reassign...
SugarCRM Data Cleanse

5 ways to improve data quality in SugarCRM

You've heard the saying: a CRM is only as good as the data inside it" For many businesses, the CRM is the central hub of customer and prospect data.  The hub that drives marketing automation, and influences...
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