Filed under SugarCRM

SugarCRM Useful Tip – Summary View

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

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

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