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…
We just launched a new SuiteCRM plugin on the SuiteCRM Store called Dashboard Copy Manager. This tool is designed for administrators to quickly deploy a Home Page to multiple Users, Groups, or Roles. Without this tool administrators must login as each user and set up their accounts individually. This can be time Read more…
One issue that comes up occasionally for people hosting their own SugarCRM or SuiteCRM instance is running out of storage on their server. SugarCRM and SuiteCRM by default use a directory called ‘upload’ located in the root of your instance to store all file attachments. This tutorial will show you how Read more…
This is just a quick and easy tip for adding payment options to your SugarCRM or SuiteCRM Invoices to make it easier to get paid and get paid faster. PayPal has a nice feature called PayPal Me (https://paypal.me) which provides a link you can share to take PayPal payments. After Read more…