Archive for January 2015

Zoho CRM Integration with Google Apps

by Denise Hazime on Jan 1, 2015

Zoho is a customer relationship management (CRM) and project management suite which is fully integrated with Google Apps. Read More »

How We Use Sugar’s Dashboards

by Christian Wettre on Jan 1, 2015

Our personal preference is to have multiple dashboards. We use an overview dashboard combined with several more focused departmental dashboards. Here's how. Read More »

Tutorial: Using SQL Queries in wMobile Desktop (Part 2: A Sequel to SQL)

by Fred Block on Jan 2, 2015

Second part in our SQL blog series, with a more in-depth set of extremely useful operations. Happy SQL querying! Read More »

Dashboard Drill Down Enhancement for Sugar 7

by Christian Wettre on Jan 5, 2015

With this module installed you can click on the drill down link on any report based dashlet to open the dashlets underlying report in a new browser tab. Read More »

New Feature: Add Images to Gmail Signatures with Google Drive

by Denise Hazime on Jan 8, 2015

Email signatures in Google's Gmail are necessary for your organization's brand identity, and graphics are a big part of making them look professional. Read More »

UpCurve Cloud Named a SugarCRM 2015 Elite Partner

by Sarah Friedlander Garcia on Jan 9, 2015

We are pleased to report that UpCurve Cloud made the cut for SugarCRM’s Elite Partner designation. Read More »

Tutorial: How to Create Document Templates in wMobile Desktop

by Lynn Catterson on Jan 14, 2015

By creating a few different document templates you won't have to start from scratch and keep repeating the same actions. Learn how in the following tutorial. Read More »

5 Reasons to Use Gmail Over Outlook

by Denise Hazime on Jan 15, 2015

Here are a few very good reasons to consider switching your organization over to the Gmail interface. Read More »

UpCurve Cloud Partners with Dun & Bradstreet

by Amanda Anderson on Jan 15, 2015

Today UpCurve Cloud announced its partnership with Dun & Bradstreet. Read More »

Managing Large Sugar User Groups with UserUtilities

by Damon Hurd on Jan 16, 2015

With larger users groups, system administrators need additional tools to quickly push out changes and roll out features to large teams. Read More »

Lock Down Data with New Data Protection Features in Google Sheets

by Denise Hazime on Jan 19, 2015

You can now lock down all content except for one cell or range of cells, making using Google Sheets for financial professionals much easier. Read More »

How to Use the Microsoft Excel Plug-in for SugarCRM

by Craig Cavanaugh on Jan 20, 2015

We have compiled a video to guide you through all the steps to best setup and utilize the Microsoft Excel Plug-In for SugarCRM. Read More »

Mobile App and Teacher Assignments Page Launched for Google Classroom

by Denise Hazime on Jan 22, 2015

Six months ago, Google launched Classroom, a way for teachers to create and collect assignments without using paper. Read More »

Sugar User Group: Sugar Report Design & Sales Pipeline Management

by Sarah Friedlander Garcia on Jan 23, 2015

In our Sugar User Group, we outlined the most commonly used sales pipeline reports in Sugar and detailed how they are created. Read More »

Email Management in the wMobile Manager Console

by Lynn Catterson on Jan 23, 2015

Email Management in the wMobile Manager Console is not a new feature in wMobile, but it probably is under-utilized and worth a review! Read More »