The term “configuration” means changes to the system using the built-in tools provided to the system administrator to configure things like fields (standard or calculated with a formula), layouts in various aspects inside Sugar, Teams, Roles, User Management, Security Management, data migrations, mobile configurations, Workflows, Reports and Dashboards.
For the avoidance of doubt, the term “customisation” refers to code-level changes to bring enhanced functionality or a custom integration. Typically, 20% of our customer-base has some level of customisation.
Having built hundreds of systems over the past 7 years, our team of SugarCRM Certified system administrators are experts in configuring a solution that’s moulded around your business.
With new implementations, this is typically the second stage of the implementation, following the requirements workshops (link).
We have developed our own standards with best practises and professionalism to deliver our customer projects to the highest standard.
Here are some of the things we cover with our System Configuration Services:
1. Configuring a new module in Sugar
2. Configuring new fields in Sugar
3. Configuring a Workflow in Sugar
4. Configuring the layouts
5. Configuring System Settings
6. Configuring Roles and Permissions
If you have a requirement for a custom integration or need to develop something special in Sugar that cannot be achieved using the standard tools, we will need to create a Customisation. Read about our development services here:
Training is a key part of any implementation, you can read about our training here: