The new episode from our webcast series is here! This time we delved into a very sensitive issue – customer data privacy. GDPR and other data privacy regulations made this issue a pain point for many companies, and today we want to share our lifehacks on how to customize Sugar without programming to make your processes more standards-compliant.

Sometimes leads do not give an explicit consent to process their data (e.g. when you generate leads via phone or offline events/communication). The new SugarCRM webcast will show you how to automate the process of email address validation and asking consent to personal data processing and thus to enhance email channel reliability. Find out how to configure this automation in Sugar at the webcast “Verifying email address & asking consent for using it”. 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 »