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Articles by Christian Wettre

Scanning Business Cards into Sugar

July 7, 2015   •   3 minute read

Business Cards are alive and well. We often get the question on how to best scan these cards and enter them into Sugar.

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Adding One Click DYMO Label Printing to Sugar

May 5, 2015   •   6 minute read

W-Systems has released a new version of the DYMO Label print button for SugarCRM version 7.5.

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New Sugar Field Type: Notification Text Field Module Download

April 13, 2015   •   5 minute read

We love the freedom to create with SugarCRM 7. In this article we are sharing a custom module for Sugar that creates a new field type.

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Sugar Tips: Using ListView Dashlets in the Intelligence Pane

March 30, 2015   •   2 minute read

One of our often-used configuration solutions for SugarCRM is to utilize the ListView dashlet inside a record views Intelligence Pane.

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Sugar External Content Dashlet with Act-On

March 18, 2015   •   2 minute read

Here at W-Systems we are continuously polishing our SugarCRM dashboards and we are looking for new ways to visualize our information.

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Sugar Gauge Dashlets

February 27, 2015   •   3 minute read

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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Sugar Tips: SugarCRM Keyboard Shortcuts

February 25, 2015   •   3 minute read

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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Sugar Tips: Mobile CRM Voice Meeting Notes

February 19, 2015   •   2 minute read

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

February 17, 2015   •   3 minute read

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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Dashboard Drill Down Enhancement for Sugar 7

January 5, 2015   •   2 minute read

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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How We Use Sugar’s Dashboards

January 1, 2015   •   9 minute read

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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Video Tutorial: Managing Contract Expiration Dates using Sugar Workflows

September 25, 2014   •   3 minute read

In this video tutorial we will use SugarCRM’s workflow feature to help in the management of the contract renewal process.

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