Posted in May 2011

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

Open technology: the right weapon for today’s battles

Ever see a photo of this beastie – the M1126 Stryker Infantry Carrier Vehicle? It’s a pretty imposing modern fighting vehicle and a ride that would certainly enliven one’s morning commute. When it first entered service in 2002, the pre-production vehicles had to be maintained by fixers from the contractor who manufactured it, General Dynamics Land Systems, … 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

Groupon: the Opposite of CRM

There’s been a lot of noise over the last few months about Groupon, the noted group-discount-buying site. As befits any Silicon Valley company, the noise wasn’t really about the company’s product but instead about the size of the potential offer that a suitor made to acquire it. In December, Google reportedly offered $5 to $6 … Continue reading

CRM Outsiders Gets a New…Outsider?

When I left SugarCRM to head up marketing efforts at Basho Technologies earlier this year, my main concern was around CRM Outsiders. I mean, SugarCRM has some great thinkers and CRM heavyweights in individuals like Clint Oram, Nick Halsey and Jan Sysmans. But, these guys are usually pretty swamped doing so many important things – … Continue reading