Archive for January 2015

How We Use Sugar’s Dashboards

by Christian Wettre on Jan 1, 2015

Our personal preference is to have multiple dashboards. We use an overview dashboard combined with several more focused departmental dashboards. Here's how.

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Tutorial: Using SQL Queries in wMobile Desktop (Part 2: A Sequel to SQL)

by Fred Block on Jan 2, 2015

Second part in our SQL blog series, with a more in-depth set of extremely useful operations. Happy SQL querying!

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Dashboard Drill Down Enhancement for Sugar 7

by Christian Wettre on Jan 5, 2015

With this module installed you can click on the drill down link on any report based dashlet to open the dashlets underlying report in a new browser tab.

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W-Systems Named a SugarCRM 2015 Elite Partner

by Sarah Friedlander Garcia on Jan 9, 2015

We are pleased to report that W-Systems made the cut for SugarCRM’s Elite Partner designation.

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Tutorial: How to Create Document Templates in wMobile Desktop

by Lynn Catterson on Jan 14, 2015

By creating a few different document templates you won't have to start from scratch and keep repeating the same actions. Learn how in the following tutorial.

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W-Systems Partners with Dun & Bradstreet

by Amanda Anderson on Jan 15, 2015

Today W-Systems announced its partnership with Dun & Bradstreet.

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Managing Large Sugar User Groups with UserUtilities

by Damon Hurd on Jan 16, 2015

With larger users groups, system administrators need additional tools to quickly push out changes and roll out features to large teams.

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How to Use the Microsoft Excel Plug-in for SugarCRM

by Craig Cavanaugh on Jan 20, 2015

We have compiled a video to guide you through all the steps to best setup and utilize the Microsoft Excel Plug-In for SugarCRM.

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Sugar User Group: Sugar Report Design & Sales Pipeline Management

by Sarah Friedlander Garcia on Jan 23, 2015

In our Sugar User Group, we outlined the most commonly used sales pipeline reports in Sugar and detailed how they are created.

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Email Management in the wMobile Manager Console

by Lynn Catterson on Jan 23, 2015

Email Management in the wMobile Manager Console is not a new feature in wMobile, but it probably is under-utilized and worth a review!

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Sugar User Group: Defining Your Lead Cycle in Sugar

by Katie Liesmann on Jan 27, 2015

W-Systems hosted its quarterly online Sugar User Group on using Sugar to define your lead cycle.

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