Archive for February 2015

Quick Search: Find Contacts Fast Using the Fields You Choose

by Fred Block on Feb 3, 2015

Available in both the wMobile Phone and wMobile Desktop editions, Quick Search can be an asset to helping find a contact quickly and easily.

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Join W-Systems at SugarCon 2015, April 20-23rd in San Francisco

by Sarah Friedlander Garcia on Feb 5, 2015

Join us SugarCon, SugarCRM's annual conference for customers, partners, developers and technology experts to explore the latest CRM trends and innovations.

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Sugar Tips: Filters & Search View

by Chris Meyer on Feb 10, 2015

This Sugar Tip is aimed at Sugar Administrators and explains how to use the filters and search view within SugarCRM. Read on to view our presentation.

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Defining Your Lead Cycle in Sugar

by Katie Liesmann on Feb 17, 2015

“The CRM system doesn’t work. It takes too long to get stuff done.” That is one of the most common statements we hear from CRM users.

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Importing Sugar Target Lists as a Marketing List in Act-On

by Christian Wettre on Feb 17, 2015

SugarCRM target lists are collections or targets, leads, contacts, accounts and users. A target list is typically used for some type of marketing campaign, so it is appropriate to see the ability to use them from within Act-On.

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Why W-Systems is Partnering with Salesforce

by Bill Harrison on Feb 18, 2015

Today W-Systems is announcing a partnership with Salesforce.

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Troubleshooting wMobile with wDiagnostic

by Lynn Catterson on Feb 18, 2015

In this article, we’ll discuss the wDiagnostic tool, and in the next we’ll get to the tools in the wMobile Manager Console.

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Sugar Tips: Mobile CRM Voice Meeting Notes

by Christian Wettre on Feb 19, 2015

This Sugar Tip is aimed at users and explains how to add meeting notes on mobile through voice commands (such as Siri on iOS).

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Sugar User Group: D&B for Sugar

by Katie Liesmann on Feb 19, 2015

In February, we hosted a SugarCRM-based webinar with our recently-announced partner Dun & Bradstreet.

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Sugar Tips: SugarCRM Keyboard Shortcuts

by Christian Wettre on Feb 25, 2015

The SugarCRM user interface is all about offering fast and easy to use capabilities. Here are some keyboard shortcuts that will speed the way you work.

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wMobile User Group: Migrating wMobile to Another Server

by Sarah Friedlander Garcia on Feb 26, 2015

This webinar covered migrating wMobile to another server, new updates, and reviewed the future product roadmap.

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Sugar Gauge Dashlets

by Christian Wettre on Feb 27, 2015

We have been on a tear lately creating dashboards and custom dashlet components for Sugar. In this example we've created a configurable gauge chart dashlet.

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