Optimizing Sugar: Tuning Tips for Scale

by Paul Scondac on May 29, 2019

4 minute read

Is your CRM working for you, or is it the other way around? Don't miss our tips for tuning and tweaking Sugar to boost employee productivity!

Thank you to everyone who participated in this meeting! Below is the video recording of the meeting, general notes as well as the questions & answers.

If you have questions about Sugar, please feel free to contact us.

Agenda

  • Recap of Last User Group Webinar
  • SugarCRM and W-Systems
  • Announcements
  • Feature Topic – Streamline Sugar for Increased Efficiency
  • Q&A

Last User Group Meeting

April 2019: 2019 Sugar Product Roadmap

News Roundup

Sugar Releases: Sugar Spring '19 (Sugar 9.0)

  • Available for Cloud and On-Premise deployments of Sugar
  • Changes Include:
    • SugarBPM (formerly Advanced Workflow) enhancements
    • Support for group outbound email accounts
    • Performance improvements
    • On-Premise: A “roll-up” of features included in Summer ‘18, Fall ‘18, Winter ‘19, and Spring ‘19.
  • Release Notes: Sugar 9.0

Sugar Releases: SugarCRM Mobile 6.5.1

SugarCRM Mobile 6.5.1 includes the ability to set “preferred currencies”, as well as an improved global search.

SugarCRM Resources

Sugar Resources by SugarCRM

Sugar Resources by W-Systems

eBooks and White Papers

  • See all of our eBooks and White Papers on one page.
  • Recent eBooks and White Papers include:
    • Your Sales Lead Process is Half-Baked. Learn a Better Way.
    • The Dynamic Duo: SugarCRM + Act-On Marketing Automation
    • Best Practices for CRM User Adoption
    • 50 Things Your CRM Should Tell You About Your Customers
    • Solving the Sales-Marketing Conundrum
    • Customer Interactions: Your CRM's Hidden Gold

Sugar University Training

Sugar University has gone through a small revamp and now has divided their training into three major sections:

Optimizing Sugar: Tuning Tips for Scale

Sugar User Group Q&A

Can Login Redirect be configured per person or is it system-wide?

Currently, Login Redirect’s configuration is system-wide. We are, however, looking into updating it to be configured per user.

Can the Sticky Column settings be set system-wide and pushed out to other users?

Absolutely. You can push your saved settings to any Sugar user in your instance.

Are the buttons on Drilldown Dashlets out-of-the-box with Sugar or is that a W-Systems customization?

The buttons included in the dashlets are included with our Drilldown Dashlet customization.

For Custom Buttons, is there a limit to the number of buttons?

Yes, you can place up to six buttons in the header bar.

Can Custom Buttons be used in places other than the header?

Custom buttons work like any other Sugar field, so you can add them anywhere you want to in the Record or List Views of a module.

Can you use Kanban View on any module?

You can expand Kanban View to any module in Sugar. Internally, we use it in Cases, Tasks, and Opportunities.

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