Sometimes, when a certain action happens in Creatio, you want one or more recipients to be notified of the action via email. You can easily build a process to make this happen. Building a process requires system administrator rights.Continue reading
You can set up a gauge widget in Creatio to track progress towards a goal in the Dashboards section, on the Dashboards within any other section, or on a record page. In this example, we will set up a widget on a new Dashboard tab in the Dashboards section.Continue reading
In SugarCRM, there are four main types of reports: rows and columns, summation, summation with details, and matrix. When you create a custom report, it is essential that you select the right report type to fit your needs. Any report you create will have drill-through capabilities for a deeper…Continue reading
Did you know the subscription level of your Sugar Cloud instance dictates your data storage capacity? If you didn’t know, you probably haven’t hit your data limit; but you may be closer than you think! If you exceed capacity, you could be charged fees. No one likes fees. So, let’s consider some key…Continue reading
We found that a recent Outlook update was causing our Sugar sidebar to show in a separate window instead of within Outlook as it should.Continue reading
Knowing the number of licenses you have is always a good idea. If you need to add licenses, or change something about your Sugar instance, you have the information in-hand to simplify planning and budgeting. Here's how to check your license usage and active users in Sugar.Continue reading
Sugar’s latest Outlook Plugin release includes a new setting to automatically archive both incoming and outgoing emails. Finally! To utilize this setting, you must have the latest version of Sugar’s Outlook Plug-in: version 2.6.0.Continue reading
The options on a dropdown list (list B) change based on the way a different dropdown field (list A) is set, you must set up cascading dropdown fields.Continue reading
If you have Sugar Cloud — Enterprise or higher — and are a systems administrator, you can write your own SQL statement to query the database.Continue reading
SugarCRM announced the release of Mobile Application Configuration Service (MACS) last week. This new tool for Sugar Enterprise or Ultimate subscribers allows customers to deploy a customized version of the SugarCRM mobile app for cell phones and tablets.Continue reading
Sugar 7.7 introduced a new option to allow editing in the preview pane. I found this new feature during a recent training class and am really excited about its potential.Continue reading
Recently I had a chance to set up a lead assignment process in Sugar using the round robin functionality. This allows you to distribute leads to a group of people, sharing evenly so that everyone gets their fair share of leads. No more remembering who got the last lead or fielding complaints that…Continue reading
SugarCRM announced their acquisition of Contastic last week. Contastic developed a platform for predictive analytics specific to sales relationships. By analyzing communications between sales and a contact, Contastic can recommend conversation starters and remind you when it’s time to reach out.Continue reading
Sugar’s Studio administrator tool has a wide variety of options available so that you can configure the system to match your business needs. One common question we get is on the difference between a relationship and a relate field.Continue reading
Sugar 7.6 includes a new process management tool, Process Author, for Enterprise and Ultimate subscribers. At a basic level, you can think of Process Author as an advanced workflow tool — not a replacement for the workflow engine already available in SugarCRM, but another option in your toolkit.Continue reading
Sugar version 7.6 introduces role-based views and role-based dropdowns for Enterprise and Ultimate subscriptions. These new administrator configurations offer greater flexibility for enterprise implementations to customize screens and dropdown options for various types of users across the…Continue reading
The latest release of SugarCRM, version 7.6, includes a number of enhancements to the Revenue Line Items module. Revenue Line Items, available only with Enterprise and Ultimate subscriptions, adds detailed tracking for each individual component of a sale.Continue reading
Mobile apps let us take our information with us wherever we go. Especially now, with remote work becoming the norm across industries, this accessibility is even more important. Teams need easy access to customer information and they must be able to trust that information to make educated decisions and plan new initiatives. In this upcoming user group, our team will discuss Creatio's mobile app. What can it do? How can…View Event
During this online user group discussion, we'll highlight Campaigns in Creatio Marketing.
How do they work?
What can you do with them?
How can they be monitored?
Can they be configured towards targeted conversion rates or campaign milestones?
Our experts will explain their uses, build some campaigns for you, and answer any outlying questions related to this feature…
In their latest release, Creatio introduced a brand new feature: Homepages. Homepages bring together all your dashboard information to make it easier for users to view a snapshot of what's going on in your business. They offer some nifty options, and we're ready to show them to you! Join us for this online user group discussion where we'll highlight this new feature as well as updated insights on dashboards.…View Event
Using business rules in Creatio allows you to hide or reveal fields, lock fields depending on the users, make fields required or optional, and even filter the lookup field value depending on another value. This tool within Creatio is important for security, collaboration, and data accuracy. Join our upcoming online user group discussion to learn more about business rules and how you can apply them to your processes in Creatio…View Event
In the second webinar of our series (Creatio vs. Infor CRM clips available on our videos page), we're pitting Creatio CRM against SugarCRM. How do these products compare on their features and functions? We'll highlight their usability in areas such as their Account and Contact views, email capabilities, Leads modules, workflows, and more. Join us to learn!
We'll continue comparing CRM solutions…