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Webinar: Document Merge in wMobile Desktop for GoldMine Register
In this webinar, we showcased our favorite enhancements to help you work faster and smarter 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, please feel free to contact us.
Absolutely. You can set up a workflow by specifying what the criteria would be per each status that you want to use. If a record falls within those parameters, the indicator would switch automatically. If you have a specific use case in mind, we can work with you on building out that workflow.
You can reach out to your sales rep or contact us, and we’ll be happy to go over the specifics of which enhancements you want, what the cost would be and how you’d like to proceed.
The Cluster Bar Chart is very easy to configure. After picking the module you want to work with, you can add up to five series fields in the chart. This can be pulling information from fields under the Sugar record, or from a related module, in which case you would use your filters. Then you can relate it to the current record, pick your chart type, or sort order.
Our enhancements work with all supported versions of Sugar.
Yes, you can.
At the moment, we only support CC fields. If this is something that you are interested in having, reach out to us and we can work out a way to make that accommodation.