CRMStage - SugarCRM Articles

SugarCRM 6 Dashlet Changes

The Home page that holds the SugarCRM Dashlets is likely one of the most important pages in SugarCRM. Customizing this page to display information that is important to the user can significantly impact user adoption. This page gives the user the…MORE...

Last Edited: Jun 16, 2010 Comments: 0

SugarCRM 6 User Preferences Changes

SugarCRM 6 includes many changes including the much heralded 6.0 theme. In this article I am going to look past the theme and take a look at the User Preferences area in order highlight changes that have been applied.

Last Edited: Jun 16, 2010 Comments: 0

SugarCRM Reporting Options

When it comes to reporting on SugarCRM records there are many options. They range from the high powered SugarCRM Enterprise SQL Reports for technical resources to the SugarCRM Pro reporting engine which keeps usability for all team members in mind.

Last Edited: Jun 14, 2010 Comments: 0

Deciding When to Store Data in SugarCRM

When discussing SugarCRM data integrations with clients I always receive one common question. Should the data reside in SugarCRM or should we just link to the data so that it can be visualized in Sugar? By answering three questions you can…MORE...

Last Edited: Mar 14, 2010 Comments: 0

SugarCRM Manifest Development Guide

One of the great features of SugarCRM is its extensibility and one way to utilize that extensibility is by creating modules. Modules are generally developed to meet a business need such as the functionality provided by forums, teams or social media…MORE...

Last Edited: Jan 10, 2010 Comments: 0

A Proposal for SugarCRM Module Standardization

Whether you are building a SugarCRM module, searching to find a module or researching the construction of a module you will find one thing to be consistent, they are all different. This is a proposal to standardize two different facets of…MORE...

Last Edited: Feb 05, 2010 Comments: 0

Importing SugarCRM Records with Multi Select Fields

In our SugarCRM Import Wizard Tips article we provided details around importing records into SugarCRM so that your imports would go more smoothly. One thing that was left out of the original article was details around importing multi select field data.…MORE...

Last Edited: Dec 28, 2009 Comments: 0

Keeping in Touch with Customers using Contact Indicator for SugarCRM

Being in touch with customers on a regular basis is paramount. The Contact Indicator module enables SugarCRM users to quickly assess if a customer has been contacted in the last 30, 60 or 90 days. With a quick look at the…MORE...

Last Edited: Nov 27, 2009 Comments: 0

8 eHow Resources for Choosing and Utilizing CRM

While researching social marketing today I found that eHow, a purveyor of how to articles, provides some helpful information to assist potential CRM users in various CRM topics. The topics range from How to short list CRM vendors to How to…MORE...

Last Edited: Feb 05, 2010 Comments: 0

Top CRM Solutions by Google Search Popularity

Over the past few weeks CRMStage has been doing a good bit of analysis of all CRM solutions on the market. In doing this we have downloaded a number of whitepapers which were created to tell us the top CRM solutions…MORE...

Last Edited: Feb 05, 2010 Comments: 0

July 2009 Atlanta SugarCRM Meetup Recap

July's Atlanta SugarCRM Meetup marked the 11th Meetup for the group. Mathew Sweezey from Pardot was the guest speaker and presented Marketing Automation and Open Source CRM. Using the Pardot Saas application Mathew provided an unbiased view of how marketing automation…MORE...

Last Edited: Jun 16, 2010 Comments: 0

CRMStage at Atlanta Linux Fest 09

On Saturday, September 19th, 2009 Atlanta will be hosting the 2009 Atlanta Linux Fest. Per the Atlanta Linux Fest Website "The Atlanta Linux Fest is a free grassroots conference for the GNU/Open Source Software/Free Software community to gather and share information…MORE...

Last Edited: Jun 16, 2010 Comments: 0

SugarCRM New User Tips

SugarCRM is, for the most part, a channel sales organization. What this means for new users is that depending on the company/channel that the SugarCRM licenses are bought through, the new customer may or may not be given "the necessities" after…MORE...

Last Edited: Sep 03, 2009 Comments: 0

SugarCRM Import Wizard Tips

In this SugarCRM post I will discuss some tips on importing data into SugarCRM using the import wizard. To start off with I would like to review what the import wizard is intended for. Even though the import wizard can import…MORE...

Last Edited: Jul 15, 2009 Comments: 0

SugarCRM Sugar Feeds in 5.2

The release of SugarCRM 5.2 has brought forth multiple features including, but not limited to ,Sugar Feeds, Additional Role types and the much hyped Cloud Connectors. For this entry we will be going over the Sugar Feeds functionality and how it…MORE...

Last Edited: Jul 15, 2009 Comments: 0

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