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.

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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.

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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!

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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.

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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.

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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.

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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.

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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.

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UpCurve Cloud Partners with Dun & Bradstreet

by Amanda Anderson on Jan 15, 2015

Today UpCurve Cloud announced its partnership with Dun & Bradstreet.

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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.

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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.

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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.

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