Archive for October 2015

Get Rid of Inbox Noise – Block, Unsubscribe, and Filter With Gmail

by Denise Hazime on Oct 1, 2015

Gmail has just added Block and Unsubscribe functionality, keeping your inbox pristine and ready for work. Read More »

Roll Up Sugar Activity History by Sales Stage

by Katie Liesmann on Oct 7, 2015

Sugar’s out-of-the-box Dashlets are handy, but sometimes you need to think outside-of-the-box when deciding how to display data. Read More »

A Must Have Tool for Creating Dashboards in Sugar 7

by Amanda Anderson on Oct 8, 2015

We found Dashboard Template Deployer for Sugar 7, which is a plugin built by UpCurve Cloud's counterpart in Europe. Here is a breakdown of how the plugin works. Read More »

Supercharge Scheduling with a Master Google Calendar and Calendly

by Denise Hazime on Oct 8, 2015

Logging into separate accounts to check all of your appointments is not conveninent. Learn how to create a master calendar on your main Google account. Read More »

wMobile System Settings (Part 2)

by Lynn Catterson on Oct 8, 2015

Second part in the series. We'll review the options for wMobile Phone, and how to keep things simple by removing options that are not used. Read More »

Quickly Browsing Sub-Accounts in the Sugar’s List View

by Adam Chodoff on Oct 8, 2015

This nifty new addition to the uTilities suite makes it easy to browse through an Account’s member organizations through the SugarCRM list view. Read More »

SugarCRM & UpCurve Cloud to Sponsor 2nd Annual Digital Marketing for Financial Services Summit in NYC

by Sarah Friedlander Garcia on Oct 14, 2015

We are excited to be sponsoring the 2nd Annual Digital Marketing for Financial Services Summit on November 3rd and 4th with SugarCRM! Read More »

Getting your Customer Relationship Management Right: Zoho CRM Training

by Denise Hazime on Oct 15, 2015

Our Zoho Certified CRM Consultants and Certified Creator Application Specialists, will design and lead your company’s training initiative. Read More »

The Best SugarCRM Integrations, Plugins, and Add-ons

by Katie Liesmann on Oct 21, 2015

While Sugar is a powerful tool for pipeline management, quote creation, customer insight, customers need additional functionality not included in the CRM. Read More »

Updated as a Separate Dashlet: Drill Down Report Chart Dashlet

by Sarah Friedlander Garcia on Oct 21, 2015

We are excited to release our third iteration of our Drill Down Report Chart Dashlet part of our uTilities customizations free for UpCurve Cloud customers. Read More »

Google Apps for Work: Who is Adopting It and Why

by Denise Hazime on Oct 22, 2015

Google Apps for Work doesn’t really have to sell itself. Here are a few of the milestones the collaboration suite has seen in the past year. Read More »

Dashboards in wMobile Desktop

by Lynn Catterson on Oct 22, 2015

Dashboards in wMobile Desktop are a good way to check your activity. Here are some tips and tricks so you can keep track in GoldMine and wMobile. Read More »

The Astonishing Gap in Customer Service

by Katie Liesmann on Oct 26, 2015

The gap is the difference between the customer service expectations of today’s consumers and the customer service that is being delivered by businesses today. Read More »

Changes to SugarCRM Workflows in 2016

by Katie Liesmann on Oct 27, 2015

The article outlines what changes are coming to Sugar’s workflow engine next year. Read More »

Custom Integration of Sugar and Xero Accounting Software

by Damon Hurd on Oct 28, 2015

Our approach to solve Holdcom's need to mix two best-of-breed applications speaking together using API's to accomplish a very specific business process. Read More »