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How to Сustomize SugarCRM Dropdown List Values

How to Сustomize SugarCRM Dropdown List ValuesAuthor: Pavel Chumachenko, Software Engineer

In keeping with the topic of SugarCRM customization, let us consider a fairly common situation: sometimes while working within SugarCRM, the latter appears to miss the simple mechanisms of standard option of displaying/hiding fields. It also lacks those mechanisms that could make the needed field non-editable, i.e. disabled, guided by the meaningful specifics of business processes. And here it is important to note that the certain rules, essential for the correct run of business processes, can require disabling only certain values within the dropdown list. Read more »

How to Customize SugarCRM Role Management to Struggle Data Security Risks

How to Customize SugarCRM Role Management to Struggle Data Security RisksAuthors: Katerina Burlaka and Andrey Shevchenko, CRM Consultants

The main threat to your customer data does not always come from external anonymous hackers. Forrester survey states that most data security breaches are caused by employees. So, how can businesses protect their invaluable customer data from this internal threat?

The responsibility for data security usually rests with IT department. Read more »

How to Improve Price Management by Integrating SugarCRM with JBoss BPM Suite

How to Improve Price Management by Integrating SugarCRM with JBoss BPM SuiteAuthors: Yevheniy Fedorenko and Katerina Burlaka, CRM Consultants

The right pricing strategy not only helps companies to maximize profits, but also to build tight and long-lasting relationships with customers. However, price management is not a piece of cake even for small businesses, and with the growth of a company, the number and complexity of business processes increase. This poses the questions: “How to respond quickly to these changes?” and “How to facilitate the implementation of new complex business rules and save on it?”. Read more »