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Webinar: Reduce Time & Automate Anything in Sugar with Custom Buttons Register
Webinar: Use Sugar Data to Easily Generate Complex Documents Register
Webinar: Advanced Calendar Solution for Sugar Register
In this webinar, W-Systems and Faye Business Systems Group showcased 4 new enhancements for Sugar to help you automate and streamline processes, improve engagement, and integrate messaging.
Thank you to everyone who participated in this meeting! Below is the video recording of the meeting, general notes as well as the questions & answers.
If you have questions about Sugar, please feel free to contact us.
Yes, the Sugar modules created by the messaging integration can also be accessed from Sugar Mobile. This allows you to create open leads or contacts and create message records to send out text messages.
No, there are no limitations for On-Premise Sugar customers.
The pricing is per user per year. You can reach out to Faye for a quote.
At a high level, they do similar things, but wDocs can also pull information from related modules and supports custom document templates as well. You can read our blog post to learn more about the differences between wDocs and PDF Manager.
You can merge records using wDocs to create documents, create or update records, trigger SugarBPM workflows, open URLs in a separate tab, or run scheduled jobs. Also, note that you can combine multiple actions into a single button. If you want to learn more about Custom Buttons, reach out to us for a personal demo.
Splash is maintained by Faye. If you are interested in using it and you are a W-Systems customer, just reach out to your account manager from W-Systems or contact us here and we'll help you get started with Splash.
Yes, you would have to set up a workflow within SugarBPM and set it up to be minus 15 minutes or minus a day from when the actual call is, and that would trigger a reminder message to go out.
Since Custom Buttons is a part of wTools, you can reference the wTools User Guide for a list of actions available within Custom Buttons.
We offer other solutions to enable you to do that. We could have something already built, or we could create a personalized customization for your specific use case.
Yes, wDocs works with any standard or custom module.
Absolutely. If you have an Excel file that you'd like to upload, you can use that as a template and wDocs can either merge to an Excel sheet or a PDF file.
You name it. A lot of our customers would request functionality that may not be part of the actual core add-on for Sugar, and we can tweak the products to match their uses cases. If you are looking for a specific functionality with Custom Buttons that isn’t available with out-of-the-box features, contact us and we can work out a solution.
You can. You would have to use the Campaigns module, or SugarBPM workflows.
You are mostly charged by the number of text messages that are sent out. We have different packages available based on the number of texts that you send. If you’re interesting in Sugar SMS Messaging, reach out to us and we can offer more information.
Yes, you can. First, you can choose your challenges and set start and end dates to plan ahead of time. You can also reset a game at any time. You can easily do that right through the interface.