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    What’s new in Sugar 7.7

    There have been quite a few new enhancements with this latest release.Here is a summary below.Tagging – The new tagging system will allow you to not only create custom tags for reporting but to organise them any way that you want. It will also give your users the ability to add context to records in a […]

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    SugarCon Report

    Two flights and 17 hours is a long way to go for a 3 day conference, but going to SugarCon in San Francisco to connect with other business leaders using SugarCRM and leaders in the industry is a great way to get insight into where SugarCRM and business technolgy trends are headed.Being from Brisbane I […]

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    New Customer Journey Plugin

    The screenshot below shows the new customer journey plugin announced by Sugar at SugarCon in June.This new plugin will allow you to define the steps that your customers pass through on their journey from interested prospect to satisfied customer advocate. Implementing an add-on like this will give you the opportunity to consider how clients do […]

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    Act! for Web has Arrived

    While Act! for Web first appeared in 2003, it’s been a poor second cousin to the desktop version because it didn’t have the same feature set.That’s changing and changing rapidly. The latest iteration of Act! for Web, version 18.2 has brought with it a bunch of new features that bring it closer to full parity […]

  • SugarCRM Mobile v4 – Video Review

    Short preview 1:47  This week we’ve seen the release of a new version of the SugarCRM Mobile app. The official date of release was August 15th and this is the 6th update we’ve seen from SugarCRM Mobile in 2016.If you haven’t seen it yet, the SugarCRM Mobile app is one of SugarCRM’s best overall features. It’s […]

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    How do i change/add my Avatar/profile picture to SugarCRM

    Many of the applications we use in business are now including social features to enhance the interaction between people through the software. In turn, people then become more visible across the organisation. Having a profile photo associated with your user account in SugarCRM attaches your fingerprint to the content you contribute to your organisation, as well […]

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    Act! Mobile Messenger

    Many people use their phones and mobile devices as one of their major business tools.Sending and receiving email, managing calendars, taking phone calls and sending sms messages.In fact it stands to reason that SMS is one of the best ways to reach someone, so being able to interact with your clients via sms can be […]

  • 5 Things to Consider before getting SugarCRM – Free eBook

    SugarCRM is a flexible, modern, cloud based CRM with an Excellent mobile App.If you are an Australian business that is considering SugarCRM for your organisation this eBook will highlight some things you won’t read on the SugarCRM website but you should consider.It will help you answer common and important questions such as:- Which version is right […]

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    Summation With Details Reports

    What is a Summation with Details Report? Think of it as a more complex version of the Rows and Columns Report.It is still able to display data from the selected fields, based on the specified criteria, but it also has computational elements to it to display more complex information, such as a count of all […]

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    Rows and Columns Reports

    What is a Rows and Columns report? As the name suggests, Rows and Columns reports are much like a spreadsheet that simply has a row for each record, with each field in its own column.These reports are quick to create, easy to modify and are often a great way to answer recurring questions that need […]

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    Working with Charts on Reports

    Why do people like charts on reports?When you are Presenting Data, you can have all your information arranged appropriately, and you can spend considerable time explaining those figures, statisics and relationships, and yet still have some that may miss your point altogether.However, Put a Pie Chart or Bar Graph at the top of the report […]