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On July 17th, we showcased wDrive, our latest Sugar extension that enables you to access Dropbox, Google Drive, and OneDrive directly in Sugar.
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 or wDrive, please feel free to contact us.
W-Systems has been awarded SugarCRM North American Partner of the Year for 2018.
Sugar University has gone through a small revamp and now has divided their training into three major sections:
All of the features across the connectors are essentially the same, the only difference with Google Drive is that it gives you the ability to actually create new google docs, slides, sheets from the connector but all of the features are the same across the three connectors.
No, it does not have to match your license count. We can talk to you about your particular use case and work together to establish the number of users that need access, as not all users need it.
As long as you upload a document inside of a shared folder from the connector or dashlet, that file will be accessible for your team members.
At this point, it cannot, but we can certainly talk about either creating a connector or an integration and see how we can achieve that goal inside of Sugar.
W-Systems offers multiple solutions under one umbrella and is a Google reseller as well. We can assist you with adopting Google Drive as your cloud storage platform and then connect Sugar and Drive.
The document is uploaded into Sugar and you have access to download it as well. This goes for Dropbox and Google Drive as well.
Sugar comes free with an Outlook Plug-In that enables access to your Sugar database inside of Outlook and at that point, you would be able to have access to the Sugar documents within records.
It does. This is a recent feature added to our document automation solution for Sugar.
It is $120/user per year, we definitely want to make it more economic for the team. If you have less than 10 licenses, the minimum would be $1,200 per year.
At the moment, there are 2 options available - merging to a Word document or to a PDF - but we can look into adding this feature.
Inside of the Dropbox and Google Drive connector there’s full accessibility into those instances and they don’t have any effect on your Sugar storage. When syncing document to Sugar, once those documents are in the Sugar database inside of the subpanels, those do count towards the storage limit.