W-Systems joins SugarCRM! Read Blog

Auto Save Functionality in SugarCRM

by Amanda Anderson on February 18, 2011

3 minute read

In SugarCRM users can edit any record created in their system such as Contacts, Accounts, Leads, Opportunities, or Quotes. In Sugar's version 6 there is a "Quick Create Tool Bar" for easy navigation for creating these new records. When information needs to be updated or created, users enter the edit view of that record. If a user exits out of their browser window, loses Internet connection, or times-out of their session before saving in edit view, their changes would be lost.

Create Note or attachment

To solve this issue for clients, W-Systems added an auto save functionality to the edit view for new and existing records in SugarCRM. After the edit view window has been open for one minute, the page is captured and the record is automatically saved with the edit view remaining open.

. Auto-save functionality 

The auto save functionality is useful for companies that can't always quickly create or update certain records because of the extensive detail required. This is also useful for custom survey and quote forms that may be left open for an extended period of time. This quick customization works automatically under the hood to give users peace of mind knowing that their data can be saved in case of Internet or computer failure.

For more information about autosaving a record contact us today. 

About SugarCRM

Sugar’s robust suite of customer experience solutions is changing the game for organizations everywhere. At the heart of Sugar's fully integrated platform is a simple and consistent experience — one that’s tailored to each user’s unique needs and ways of working across any device. It’s how two million users are already closing deals faster and creating customers for life, without spending countless hours digging for data.

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About W-Systems

W-Systems delivers sales and marketing solutions on a foundation of CRM to help customer-facing teams increase revenue and solve business problems. With over two decades of industry experience, we help organize information, create efficient processes and measure results.

W-Systems provides solutions around CRM including Marketing, Document Automation, Business Intelligence, Communications, and Cloud Computing. We are Certified Partners of top vendors including SugarCRM, DocuSign, AWSAct-On, GoldMine, and Amazon QuickSight.

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