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If you're still a non-mobile Sugar user, now's the time to up your game! Take a look at how you can increase user adoption and enrich your data with SugarCRM Mobile!
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.
January 2019: The Ultimate SugarCRM Planning Guide for 2019
W-Systems has been awarded SugarCRM North American Partner of the Year for 2018.
SugarCRM Mobile 6.4 includes the ability to download quote PDFs when using Sugar 8.3 or higher, and the ability to attach files to records when offline.
Sugar University has gone through a small revamp and now has divided their training into three major sections:
That’s absolutely fine. You can have mobile access to whichever add-ons for Sugar you currently have a subscription to.
At this time, no. The add-ons only include English language support.
Yes. From the map interface, you can drag the order of your stops in a different order. You also have the ability to add or remove records from your route list after you initially generated it.
It works with all of the out-of-the-box and custom Sugar modules. wDocs includes very customizable document templates that we build or we can provide you with the instructions to build out.
You can do that but it will have the same basic functionality as the standard SugarCRM Mobile app. The main benefit you get from our application is to be able to use these Sugar enhancements on mobile.
We don’t actually charge anything for the app itself—anyone with a Sugar license can download the app and configure it to their instance. What we charge is for the wDocs, wMaps and Custom Buttons (part of wTools) add-ons. Those are the items that you would purchase rather than the application itself.
Custom Buttons offer shortcuts for various actions in Sugar. For instance, when sending a referral, we can set up a shortcut button to send out that referral from Sugar to another business unit or another person. It could also be just a shortcut for adding a new contact for an account record. They’re user-friendly configurable buttons that trigger actions in Sugar.
We will release new wMobile for Sugar updates as quickly as possible after SugarCRM releases updates for their standard mobile app and the SDK.
Sure. A future wMobile update will allow you to select documents from your Sugar instance and have them sent with DocuSign with just a few taps. We are, however, aiming to have feature-parity with our desktop version of the Sugar Connector to DocuSign.