Archive for December 2015

Payment Scheduler in SugarCRM

By Katie Liesmann • December 22nd, 2015

Our engineering team designed a custom Payment Scheduler for them that allows sales reps to schedule payments and view the payments in a timeline layout. Read More »

The Difference Between Sugar Professional and Enterprise

By Amanda Anderson • December 18th, 2015

SugarCRM introduced new features to Sugar Enterprise in an effort to meet the needs of companies seeking more power than what's offered with Sugar Professional. Read More »

5 Most Popular Blog Posts of 2015

By Sarah Friedlander Garcia • December 18th, 2015

To wrap up the year, we've put together a quick roundup of our 5 most popular blog posts from the past 12 months. Read More »

Our Favorite SugarCRM Projects of 2015

By Katie Liesmann • December 16th, 2015

To wrap up 2015, we interviewed across several departments to select our favorite projects of the year. Read More »

Cluster Bar Chart in Sugar

By Craig Cavanaugh • December 14th, 2015

Learn about the UpCurve Cloud Cluster Bar Chart with customization options to compliment Sugar's Dashlets collection. Read More »

Trello Integration for Project Management in SugarCRM

By Katie Liesmann • December 11th, 2015

While the Sugar platform is a powerful sales tool, sometimes organizations need to customize the platform so it can be used as a tool for project management. Read More »

SugarCRM Time Tracking Integration to Toggl

By Katie Liesmann • December 10th, 2015

In order to sync information between Sugar and Toggl, and track total hours billed against a project, we decided to build an integration to Toggl. Read More »

Top 10 Reasons to Choose UpCurve Cloud as Your SugarCRM Partner

By Sarah Friedlander Garcia • December 10th, 2015

Choosing a SugarCRM partner is more than just making sure implementation goes as planned, but finding a solid relationship that you can lean on in the future. Read More »

Data Cleansing in Sugar – Part 2 (Using Import and Export)

By Lynn Catterson • December 9th, 2015

Second part in the series where we'll discuss the steps to take when exporting the records is a better option. Read More »

Data Cleansing in Sugar – Part 1 (Using Mass Update)

By Lynn Catterson • December 4th, 2015

We all know that our database is only as good as the data we have in it. Sometimes we need to do some clean-up, so our data is more useful. Read More »

Dynamic Dashlets for List View in SugarCRM

By Katie Liesmann • December 3rd, 2015

The intelligence panel that was introduced in Sugar 7 not only displays dashlets alongside list views, but it has given us more ways to customize Sugar. Read More »