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...

It is sometimes necessary to relate two modules in SugarCRM, and also store additional data regarding that relationship. An example of this can be found in the relationship between Opportunities and Contacts. If you .... you will see that there is…MORE...

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...

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...

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...

In this tutorial we will take you through the steps to create a matrix report in SugarCRM.

In this tutorial we will guide you through steps required to create a summation report in SugarCRM.

In this tutorial we will guide you through the steps to create rows and columns reports in SugarCRM.

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...

This tutorial outlines the features and functionality of the Twitter Search Dashlet in the SugarCRM GetSocial Twitter Pro module. 

In this tutorial we introduce you to SugarCRM reporting by reviewing the 4 types of reports that can be generated. After the overview we dive in and show you how to create a rows and columns report using the built in…MORE...

In this SugarCRM user tutorial we show you how to customize the home page and subpanels to best fit your role and explain why it is important to do so.

The SugarChimp ListSync module will allow you to sync Target Lists and Targets in SugarCRM with Lists and Members (respectively) from MailChimp. You simply select a Mailchimp list to sync with when you create or edit a Target List, and the…MORE...

The Contact Indicators module gives you a quick and easy way to see when it may be time to follow up with a contact. Once someone schedules a call with or sends and email to a contact, the Contact Indicators module…MORE...

EZMerge allows you to quickly mailmerge a single contact from within the contact’s detail view. Simply click the merge button, select a template, and perform the merge.