Have you ever wanted to see a concise view of all correspondence you have had with a particular Lead, Contact, Account, Quote (Professional and Enterprise Only), Opportunity, Project, Case etc. without having to click into each call, email, meeting? Go to the relevant record and at the top of the History panel you will find … Continue reading »
Filed under SugarCRM …
CRM – The Corporate Teenager
Customer Relationship Management – it’s a phrase we’ve all heard (why else would you be looking at this site if you hadn’t?), yet do we ever stop to consider its construction or true meaning? For example, which word should take precedence? Merely by its name it would appear that the ‘Customer‘ is the primary focus, … Continue reading »
SugarCRM Useful Tip – Show Only My Items
Are you tired of seeing everyone else’s Leads, Contacts, Accounts, Opportunities etc. when you click on the List View for a module in your SugarCRM system? Did you know you can get SugarCRM to only show you your own items? It often comes as a surprise to some that there is a very simple solution … Continue reading »
SugarCRM Useful Tip – Wild Card Search
Normally, when performing a search for the text you have entered in SugarCRM, the system by default will look for that text at the start of the field. Use the percent symbol (%) at the beginning of your text and SugarCRM will search for that piece of text in the whole field. Example: Entering ‘mor’ … Continue reading »
“Life is like a box of chocolates”…
stated Forrest Gump, in the 1994 Hollywood blockbuster of the same name, going on to add, “you never know what you’re going to get next”. But is that really true? Of course life itself is an unknown, that goes without saying. None of us has a crystal ball telling us what to expect next, when … Continue reading »
SugarCRM Useful Tips – Module Order
Do you use some modules more than others in your SugarCRM system? If so, you may want to consider re-ordering the Module headers across the top of your SugarCRM screen to move those you use more frequently to the left of the row to ensure they are always on screen. To do this, click on … Continue reading »
SugarCRM Useful Tips – Month Search
Want to perform a search on entire month rather than a specific day? By default, you have to enter an entire date (day, month and year) to be able to filter in the search/advanced search for items on THAT day. But what happens if you want to filter for records from an entire month? Simply … Continue reading »
What’s the Difference between the Royal Wedding and SugarCRM?
The Royal Wedding of HRH Prince William and Kate Middleton on Friday 29th April 2011 was the first Royal Wedding streamed live across the world via the Internet and not only made National and International history, but also set and broke a good few records in the process. With so much emphasis and attention being … Continue reading »
The Secret To A Successful CRM Implementation
One of the recurring questions I get from customers and prospects all over the world is, what is the secret to a successful CRM implementation? My answer resonates with companies large and small, here in North America, in Europe and in Asia. The secret to a successful CRM implementation is process, process, process. A CRM … Continue reading »
Until We Meet Again
I am writing this the day after one of the most successful events in the history of SugarCRM, and perhaps one of the greatest collections of thinkers and doers I have ever seen. The crowd at SugarCon 2011 was vibrant, fun, smart, curious, skeptical, opinionated, established… I could go on and on…literally an AMAZING confluence … Continue reading »
