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Perform Global Search, use Filters and Tag records to find information fast no matter where it is located.
Users can perform a Global Search or Search at a module’s list view or record view.
Global Search lets users search on select fields and across Modules. With Sugar’s Quick View, you’ll get a preview of search results without leaving the page. View all search results in a separate page with the option of filtering by module and user assignment. Global Search can also be configured to search all Sugar modules or only specific modules.
Sugar Administrators can use easy drag and drop interface to designate specific modules, even custom modules, for Global Search. Enable or disable various modules for Global Search as your business requirements change.
Find data with specific criteria using Filters. Sugar also allows you to create and save multiple custom filters for more efficient data retrieval.
Use Tags to create keywords or phrases to group records. Users can easily create and add tags to organize the data. Users can then visit the Tags module and access the records they’ve grouped together.
SugarCRM has plans that scale with your team. No hidden fees or gotchas.
We brought on W-Systems to take on a very complicated CRM upgrade. We chose W-Systems due to their knowledge around our system, and they had the resources to execute. Their PMs, dev team, customer service, and sales teams were all top-notch and responsive to our needs and feature requests. I'd recommend W-Systems to any company looking for a SugarCRM partner.
W-Systems has been truly amazing. The staff is extremely knowledgeable and friendly. They really go the extra mile to help you through the process, and always do their best to make your vision a reality instead of just taking the easy way out. We are super pleased and look forward to continued business together.
Our experience with the team has been nothing but positive. They are a valuable resource for SugarCRM integrations and enhancements as well as day-to-day support. Our Account Manager has always shared relevant and engaging content and there is a wealth of webinars and knowledge shared throughout the year by the company. A+++
W-Systems has great people to work with. They really took the time to understand our business and help us move into CRM best practices. They are reliable and helpful. SugarCRM was also a great decision for our team. The product functions as we had hoped and is easy to self-manage for day to day items.
W-Systems installed our system and has been wonderful about working with us over a long period of time when something went wrong.
We have found that W-Systems' knowledge and response time is second to none. They are always willing to take the time and use the necessary resources needed to answer our questions, resolve our issues and teach us whatever we need to learn. They are patient, informative and proactive.
W-Systems is an experienced and diligent SugarCRM integrator and developer. They have worked on numerous integrations and implementation projects with us and have been a great partner.
Responsive, helpful, thoughtful. They have been exactly opposite (in as positive of a way as possible) of the typical software sales approach. W-Sytems created my happiness with CRM.
I highly recommend W-Systems. We have a complex solution that integrates numerous different software application and databases. This requires several different team members at W-Systems for support. Their knowledge and ability to work together provide the timely support I need. I’m not surprised there are challenges and issues with the complex technology support I ask from them, what is surprising is they always keep it working. Thank you!