We are excited to announce some new features Background Updater for SugarCRM. Background Updater allows admins to trigger updates to records to keep data current in the system. Based on some customer feedback over the last few months we have two updates for version 2.3. Please see the video below for Read more…
This screencast demonstrates how to use built in Workflows and Background Updater from Jackal Software to keep days in sales stage calculations up to date in SuiteCRM
When errors go unnoticed until reported by users, the issues begin to add up and it’s hard to get ahead of correcting them. With the Error Trap plugin, you can capture errors in SugarCRM and notify users to take action, helping your teams to manage any issues proactively versus reactively.
We have recently released a new version of Jackal OrgChart for SugarCRM with many new exciting features. At long last you can now get a wholistic view of an organization by viewing Account-Account hierarchy and related Contacts at the same. This is the most asked for feature for this add-on Read more…
Background Updater for SugarCRM version 2 now available.
Our latest add-on for SugarCRM is now available on Sugar Outfitters. Filter Deployer solves a long time limitation of SugarCRM where filters are unique to individual users and not shareable. With Filter Deployer users can quickly share filters they have created with other users. We install a new icon on Read more…
For many workflows in SugarCRM having the correct reports to user is vital for escalation of Tasks or notification purposes. With Organization Chart for SugarCRM it is easy to identify which users either do not report to anybody or are in the wrong team. The built in Sugar Organization Chart Read more…
Managing users in SuiteCRM is a time consuming duty for CRM administrators. Earlier this year we launched Dashboard Copy Manager For SuiteCRM which allows admin users to copy user dashboards across their organization. A missing piece was making managing those users easier for admins. To address this we launched Organization Chart Read more…
We have just updated our Dashboard Copy Manager to be compatible with SugarCRM 7 On-Demand. Dashboard Copy Manager allows admins to quickly copy Home, List View, and Record View dashboards to Users, Teams, and Roles. Please see details on the Sugar Outfitters page
A common customization for SuiteCRM is controlling the user behavior while editing records. A couple of examples are forcing a field to be filled based another field value, updating a field based on the input of another field, or locking editing of the record based on a field value. Some Read more…