How to create Team, Users and roles

Before you start with SugarCRM you need to know what the team, users and roles to run your CRM easily. This video you will learn about: – Understand user types, create, edit, activate and deactivate users in sugar; – Reassign records; – Understand team characteristics, create teams, assign users to teams, manage team information and create and manage team notices; – Define role characteristics, create roles and manage field level access. Let us know if you have any questions or comments and our SugarCRM experts will reply to you. Check out other videos that we provide to you get more …

How to personalize a SugarCRM Home Page

SugarCRM is designed to provide you with a centralized view of information that’s important to you. The home page allows you to get a quick overview of your customers related records and activities in one place and is divided in columns and dashlets. In this video you will learn how to create your own home page in a single click. You can drag and drop to have a single view of your customer and control, measure and grow your business. Now you know how to personalize your home page with the information that is important to you. If you have …

How to configure Plug-In for Microsoft Outlook in SugarCRM

Sugar offers integration with any email system and it is essential to integrate marketing, sales and support promoting more effective communication with employees. With the Microsoft Outlook Plug-In, users can archive email to Sugar, send email directly from Sugar, sync their email calendars, schedule and track activities, manage projects and work offline or from a mobile device. This video provides the ability to perform the following actions: – Synchronize emails, contacts, appointments and tasks between Outlook and SugarCRM; – Archive email items from Outlook with Sugar accounts, bugs, cases, contacts, leads, opportunities and projects; – View Sugar records from within …

How to change Themes and Languages in SugarCRM

Sugar works to deliver the best user experience, thinking about it, we made an Open Source CRM where you can allow the system change themes, colours and languages. Sugar makes your life easier and in this video you will learn: – How do I login in to SugarCRM; – How do I to change a language system; – How to change a theme and colour in Sugar system; We hope that we help you to operate SugarCRM, if you have any questions contact us and we will see what we can do to help you out. Get Your 14 Day …

Generating SLA Reports using SugarCRM’s Audit Table

We regularly have requests from customers to generate SLA reports in SugarCRM. To do this we use the powerful KReporter – this allows us to report off the Audit Table (which stores information on field changes). Below is an example report we have build which shows time since last status change on a call record: This looks great, but wouldn’t it be even nicer to see this information contextual to an actual record -e.g: as a subpanel. Below is an example of a Contact record, we have enabled the calls report above and filtered it by parent id (the Contact), …

CRM and Your Business

When the companies decide to implement a CRM starts a lot of doubts, thinking about it SugarCRM prepared this White Paper with Chris Bucholtz who is Editor Chief of CRM Outsiders to explain the main doubts. Download now the White Paper – CRM and your business You can read the subject below: What CRM Means for Small and Medium Enterprises (SMEs); The ability to grow without losing intimacy with customers; The ability to scale your workforce more slowly than your customer base; The opportunity to market to customers with the same effectiveness as a large company; The foundation for keeping …

Working with Records

All information that resides in Sugar consists of records. Creating and managing records will be the core of your work in Sugar. If you have good information and data organization in SugarCRM, you will certainly understand your business better and act to generate more revenue and save more money. This video will enable you to: – Understand record terms, icons and actions; – Understand record / module views; – Create and manage records; – Search; – Edit multiple items; – Export data; – Merge duplicates. Let us know if you have any questions with your comments and our SugarCRM experts …