Read our blog for the latest insights on sales and marketing Take Me There
Webinar: Use Sugar Data to Easily Generate Complex Documents Register
Webinar: Advanced Calendar Solution for Sugar Register
Custom Buttons is part of our wTools custom Sugar Enhancements and Integrations package. It adds a field type which can add buttons in dashlets, list and record view that covers a variety of capabilities, while reducing the time and hassle needed to manually go through various Sugar menus to complete those actions.
In this blog post, we will show you how to use Custom Buttons to update field values and change the buttons’ appearance based on the new value.
Check out our short demo below where we created three buttons (Not Started, In Progress, Complete) to update the status of records in our Marketing Activities module in Sugar, which we use to track our content and their current status.
Note that you will need to have Administrator access in your Sugar instance, or ask your admin to install and set up the field type.
If you are not an W-Systems customer and would like to learn more about what Sugar can do for your organization, let's talk.