Access to the right information at the right time and place is an indispensable condition for successful decision making. Every day many different business events and changes take place in the CRM system (e.g. creating a lead, sending and receiving emails, changing client’s status, creating notes, registering cases and much more). SugarCRM users often need to review such information, but finding the necessary data may be time-consuming as it requires manual sifting through different modules, reports, records and subpanels. Read more »

We continue our series of webcasts on how to configure SugarCRM instead of code development. If you are new to our webcasts, here’s the point – we talk about how to implement various SugarCRM customizations – simple and complex – without programming. You can always watch our past SugarCRM webinars, webcasts and video tutorials here: https://integroscrm.com/sugarcrm-video-tutorials-and-webinars/. Read more »

Entering data in the CRM system is not enough, it is important to keep the information up-to-date.

The manual update is a routine and time-consuming task, and today we will talk about how to automate the process. During our SugarCRM webcast, we will show you how to solve the task “When Contact leaves the Company, remove Contact from Opportunity participants and/or assign Task to the manager on Contacts List update”. Most importantly, you absolutely do not need programming knowledge for such SugarCRM customization. That’s great, isn’t it? Read more »