Archive for October 2014

Sugar User Group: Mobile Client Training

by Sarah Friedlander Garcia on Oct 9, 2014

This Sugar User Group focused on Mobile Client Training.

Read More

CRM Usage Tracking in Sugar

by Amanda Anderson on Oct 13, 2014

When looking at SugarCRM, there is a tracker report that managers can view to see which modules users or teams are using the most.

Read More

Tutorial: Setting up Record Alerts

by Andrei Voiculescu on Oct 14, 2014

Record Alerts in wMobile are used to inform users about a problem in someone's account such as credit issues.

Read More

Tutorial: Using SQL Queries in wMobile Desktop (Part 1)

by Fred Block on Oct 15, 2014

Sometimes we need to sift through our data using very specific filtering. We will show you the basics to run a SQL query in wMobile Desktop.

Read More

Custom Templates for PDF, Word, and Excel File Types in SugarCRM

by Amanda Anderson on Oct 17, 2014

W-Systems has completed several custom PDF templates for our Sugar customers over the years.

Read More

Tutorial: Importing Trade Show Leads into SugarCRM

by Gail Darling on Oct 21, 2014

In this tutorial we will show you how to set SugarCRM's Import Wizard, along with guidelines for preparing your spreadsheets.

Read More

Highlights on SugarCRM’s Mobile App

by Amanda Anderson on Oct 23, 2014

With the new framework in Sugar 7, SugarCRM was able to build a clean, easy to use native app with the same user experience as the desktop version.

Read More