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How to Create an Event for a Sent or Received Email in SugarCRM

SugarCRM Tutorial: How to Create Timeline Viewer Event for a Sent or Received EmailAuthor: Anastasiia Gubanovych, CRM Consultant

In this SugarCRM tutorial, we are going to consider an example on how to create an event for a sent or received Email in Timeline Viewer using Logic Builder.

For practicing this SugarCRM tutorial, you need:

• SugarCRM instance with installed Timeline Viewer and LB Templates

• Access to Logic Builder https://logicbuilder.integroscrm.com/. Read more »

Good News for Sugar On-Premise Customers, a Lot of Cool Stuff Is Coming Your Way

Good News for Sugar On-Premise Customers, a Lot of Cool Stuff Is Coming Your WayYou may recall that we adjusted the product release process for Sugar, our core Relationship Management offering last year. Beginning with the Fall ‘17 release, we moved to a quarterly delivery schedule for our cloud customers. Correspondingly, Sugar on-premise customers moved to a predictable annual release model, aligning the cloud and on-premise offerings with each year’s Spring release. Each year, the on-prem release rolls up new features from the preceding Sugar Cloud releases. Read more »

SugarCRM Tips. How to Find Customers or Leads Afforded Insufficient Attention

SugarCRM Tips. How to Find Customers or Leads Afforded Insufficient AttentionAuthor: Nikolay Bulava, CEO

We keep sharing the secrets on how SugarCRM can make your work faster and easier. In our previous materials, we explained how to quickly figure out what important events have happened. Today we are going to deal with another interesting issue “what important thing has NOT happened?”.

Chief Sales Officers want to know which deals are not pushed forward and which leads are untended. Read more »