CRMStage - SugarCRM Articles

CRMStage at Atlanta Linux Fest 09
by:Josh Sweeney of ATCORE Systems

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...

SugarCRM New User Tips
by:Josh Sweeney of ATCORE Systems

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...

SugarCRM Import Wizard Tips
by:Josh Sweeney of ATCORE Systems

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...

SugarCRM Sugar Feeds in 5.2
by:Josh Sweeney of ATCORE Systems

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...

SugarCRM Project Management vs Advanced Project Management
by:Josh Sweeney of ATCORE Systems

If you are interested in the project management functionality of SugarCRM, the first question that you may have when comparing versions is "what is the difference between project management and advanced project management?"

SugarCRM Atlanta Meetup - Tips, Tricks, and Tools
by:Josh Sweeney of ATCORE Systems

At the February 20th SugarCRM Atlanta Meetup hosted by Dave Gearhart and myself, we discussed tips, tricks, and tools around SugarCRM. The presentation was mostly a compilation of a few recent blog posts that I have done including SugarCRM: Import Wizard…MORE...

A Deeper Look into SugarCRM Module Builder
by:Josh Sweeney of ATCORE Systems

For many standard SugarCRM users Module Builder is a black box that pops out custom modules as needed. But behind the scenes it is a complex code generator that builds every file and database that SugarCRM requires to create additional functionality.…MORE...

A Short Guide to Installating SugarCRM on Windows
by:Josh Sweeney of ATCORE Systems

The first thing that most potential users of SugarCRM want to do is try the software out for themselves. The options are to download SugarCRM CE ( Community Edition ) and install it on a system that you have available or…MORE...

Marketing An Inexpensive SugarCRM Module
by:Josh Sweeney of ATCORE Systems

SugarCRM is a great platform to extend with custom modules. You can extend it into various areas of work and add functionality that the creators never thought of when SugarCRM was coming into existence. These modules are great for personal and…MORE...

April Atlanta SugarCRM Meetup
by:Josh Sweeney of ATCORE Systems

April's Atlanta SugarCRM Meetup was titled Building SugarCRM Modules for Fun and Profit. Using the slides below I guided attendees through the various decisions that have to made when deciding to build a module to make money versus building modules to…MORE...

Factors for Choosing a CRM
by:Josh Sweeney of ATCORE Systems

As a SugarCRM consultant ( for SugarCRM partners ) and avid Twitter user I find that there is a common question that all companies ask when looking for a CRM. That question is, what CRM is right for my company? Being…MORE...

SugarCRM Forks and Bundles
by:Josh Sweeney of ATCORE Systems

Occasionally developers or companies want to branch out and create their own vertical or system based off of CRM technology. Many of these companies may not have the funds or manpower to create their own system but they can easily extend…MORE...

SugarCRM Leads and Contacts Explained
by:Josh Sweeney of ATCORE Systems

The difference between leads and contacts for new or potential SugarCRM users can cause much confusion. The common questions are, "why don't I just use contacts" and "will all of the data in a lead convert over." These questions are particularly…MORE...

Breakdown of the Popup Metadata Definitions
by:Josh Sweeney of ATCORE Systems

This article is intended to introduce you to the SugarCRM popup definition file. After finishing this article you should have a greater understanding in how to both create a new popup definition file from scratch or to customize an existing popup…MORE...