Archive for October 2015

Roll Up Sugar Activity History by Sales Stage

by Katie Liesmann on Oct 7, 2015

Sugar’s out-of-the-box Dashlets are handy, but sometimes you need to think outside-of-the-box when deciding how to display data.

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A Must Have Tool for Creating Dashboards in Sugar 7

by Amanda Anderson on Oct 8, 2015

We found Dashboard Template Deployer for Sugar 7, which is a plugin built by W-Systems' counterpart in Europe. Here is a breakdown of how the plugin works.

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wMobile System Settings (Part 2)

by Lynn Catterson on Oct 8, 2015

Second part in the series. We'll review the options for wMobile Phone, and how to keep things simple by removing options that are not used.

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Quickly Browsing Sub-Accounts in the Sugar’s List View

by Adam Chodoff on Oct 8, 2015

This nifty new addition to the wTools suite makes it easy to browse through an Account’s member organizations through the SugarCRM list view.

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SugarCRM & W-Systems to Sponsor 2nd Annual Digital Marketing for Financial Services Summit in NYC

by Sarah Friedlander Garcia on Oct 14, 2015

We are excited to be sponsoring the 2nd Annual Digital Marketing for Financial Services Summit on November 3rd and 4th with SugarCRM!

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The Best SugarCRM Integrations, Plugins, and Add-ons

by Katie Liesmann on Oct 21, 2015

While Sugar is a powerful tool for pipeline management, quote creation, customer insight, customers need additional functionality not included in the CRM.

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Updated as a Separate Dashlet: Drill Down Report Chart Dashlet

by Sarah Friedlander Garcia on Oct 21, 2015

We are excited to release our third iteration of our Drill Down Report Chart Dashlet part of our wTools customizations free for W-Systems customers.

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Dashboards in wMobile Desktop

by Lynn Catterson on Oct 22, 2015

Dashboards in wMobile Desktop are a good way to check your activity. Here are some tips and tricks so you can keep track in GoldMine and wMobile.

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The Astonishing Gap in Customer Service

by Katie Liesmann on Oct 26, 2015

The gap is the difference between the customer service expectations of today’s consumers and the customer service that is being delivered by businesses today.

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Changes to SugarCRM Workflows in 2016

by Katie Liesmann on Oct 27, 2015

The article outlines what changes are coming to Sugar’s workflow engine next year.

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Custom Integration of Sugar and Xero Accounting Software

by Damon Hurd on Oct 28, 2015

Our approach to solve Holdcom's need to mix two best-of-breed applications speaking together using API's to accomplish a very specific business process.

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wMobile User Group: Virtual File System (VFS)

by Sarah Friedlander Garcia on Oct 28, 2015

Our wMobile User Group Meeting focused on the topic: Virtual File System (VFS).

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