Archive for February 2016

Custom Icons and Opportunity Record Customizations

By Ken Clark • February 29th, 2016

Did you know that Sugar allows the ability to make custom design changes within their system? Read More »

How to Access the Design Canvas in SugarCRM Advanced Workflows

By Katie Liesmann • February 29th, 2016

If you are just starting to learn about Advanced Workflows (also known as Process Author) you may not be sure where to b... Read More »

3 Tips for Creating Robust Reports in SugarCRM

By Katie Liesmann • February 25th, 2016

Do you know the basics of creating a report in Sugar and want to increase the use of reports throughout your organization? Start here. Read More »

Relationship Analytics in Sugar with TrustSphere and Riva CRM Integration

By Sarah Friedlander Garcia • February 24th, 2016

View our Relationship Analytics in Sugar with TrustSphere and Riva CRM Integration webinar recap. Read More »

Customizing the Sugar Global Search Feature

By Chris Meyer • February 22nd, 2016

Sugar users can personalize their Global Search selections by choosing which modules will be reviewed to return search results. Read More »

Custom Integration Between Sugar and HubSpot

By Marianne Hardwick • February 16th, 2016

UpCurve Cloud has built a custom integration between Sugar and HubSpot, an inbound marketing and sales platform. Read More »

Adding a Google Map to a Sugar Module

By Sarah Friedlander Garcia • February 12th, 2016

Sugar has the capability to generate web page images such as Google maps for users to view the location of their clients. Read More »

Using Custom Filters in SugarCRM Mobile

By Marianne Hardwick • February 9th, 2016

One of the most recent enhancements has been the ability to access the personalized filters you have created on your desktop version on your mobile device. Read More »

Keywords Module in SugarCRM Routes Support Cases

By Katie Liesmann • February 4th, 2016

UpCurve Cloud built a customization inside their Sugar system which automated their entire support routing process. Read More »

Duplicate Checking On Save in Sugar (Part 2)

By Adam Chodoff • February 2nd, 2016

In this post, we’ll detail the process for changing the default logic used for checking duplicates on save in some of the default modules. Read More »

Contact Employment History in SugarCRM

By Katie Liesmann • February 2nd, 2016

We customized Sugar for a customer in the energy services industry who wanted to be able to see the employment history of each of their Contacts. Read More »