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

Building new modules in the Module Builder app in SugarCRM.

2. Configuring new fields in Sugar

Configuring new fields in SugarCRM
Configuring new fields in SugarCRM

3. Configuring a Workflow in Sugar

Configuring automation using the Advanced Workflow tool in Sugar Enterprise.

4. Configuring the layouts

Configuring a module layout in the Studio tool inside SugarCRM.
Configuring a module layout in the Studio tool inside SugarCRM.

5. Configuring System Settings

Configuring general system settings such as locale and email.

6. Configuring Roles and Permissions

Configuring the permissions in the Roles module in SugarCRM.
Configuring the permissions in the Roles module in SugarCRM.

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:

James is the managing director of Sugabyte. He's been implementing SugarCRM for the past 7 years and had gained a wealth of experience having held roles in solution design, system configuration, training and support.