AdoptOS

Assistance with Open Source adoption

CRM

The Journey to SugarChimp 7

SugarCRM - Thu, 03/12/2015 - 07:00
We're documenting some of the process of getting SugarChimp rewritten for SugarCRM 7.0. The first installment of the series covers how to create a view and layout. Join us as we continue on this journey: https://www.sugaroutfitters.com/blog/creating-a-layout-and-view-for-a-module-in-sugarcrm-7
Categories: CRM

Upload files directly to any module

SugarCRM - Thu, 03/12/2015 - 07:00
Add file upload fields to any SugarCRM module right from within Studio. Supports an unlimited number of file fields. No coding required and 100% upgrade safe. Works on on all major views including Detail, Edit, List, and Subpanels right out of the box. All editions of SugarCRM supported. Here is what one user says about the File Upload Field: "Best extension I have used! Easy to install and immediately available on any module. Great support from the developer." -Sunda
Categories: CRM

New features in QuickCRM 3.5

SugarCRM - Thu, 03/12/2015 - 07:00
- Copy contacts from SugarCRM to device Contacts (all editions - requires export rights) - Copy contacts from device Contacts to SugarCRM (Pro Edition) - Quick Create account from Contacts or Opportunities (Pro Edition) - "Close and New" buttons for Calls and Meetings (Pro Edition) - Offline mode: Sales managers can Sync records assigned to a list of users (Pro Edition) - Bug fixes
Categories: CRM

Add images to any module - All Editions

SugarCRM - Thu, 03/12/2015 - 07:00
What others are saying: "We are a non-profit providing free meditation classes to the general public. This module helps us to add photos to our students and volunteers - makes it so much easier for receptionists to match the people with their names. Great WORK and we all LOVED it!!! " -seanchs
Categories: CRM

Manually Run Scheduler Jobs

SugarCRM - Thu, 03/12/2015 - 07:00
* Great for testing and debugging your schedulers. * Ideal for On-Demand and other environments with limited server access. * Stop waiting on the cron and get your work done faster. After installing, you'll see a handy button on the Schedulers page. Learn more: https://www.sugaroutfitters.com/addons/kickoff-manual-sugarcrm-scheduler-tool
Categories: CRM

Net-Results Marketing Automation Integration with Sugar 7

SugarCRM - Thu, 03/12/2015 - 07:00
Net-Results Announces Marketing Automation Integration with SugarCRM’s Leading Sugar 7 Platform FunnelVision™ Now Available for Sugar 7, the next-generation customer engagement platform. Golden, CO February 10, 2014 Net-Results, the leading marketing automation platform for SugarCRM users worldwide, has announced that their award winning marketing automation platform is now seamlessly integrated with the latest version of Sugar. For over three years Net-Results has provided a seamless integration, named FunnelVision, to Sugar at no additional charge, and the Sugar 7 integration is one of the first provided by a MAP vendor. The Net-Results SugarCRM Integration enables salespeople to understand their leads and contacts better with a full view into their activity history as they interact with their website, landing pages, email campaigns, webinars and other digital activities. Sales can also send trackable emails through Sugar to gain greater insight into the behaviors of their prospects. “Our customers demand the best solutions and platforms for their marketing and sales teams. With Net-Results and Sugar we know they are getting two technologies that provide a seamless flow of data and information in order to maximize sales,” said Tom Symoens, Managing Director of The CRM Warehouse. “We are excited that Net-Results has updated its seamless and powerful integration between Sugar 7 and their marketing automation platform to further empower individuals in sales and marketing towards driving greater revenue growth for their organizations,” said Clint Oram, co-Founder and CTO of SugarCRM. “The power of sales and marketing working as one is critical to maximizing growth.” The Sugar 7 integration comes at no additional charge to Net-Results subscribers, and allows for an unlimited number of Sugar users included in the subscription. This is part of Net-Results’ “One price, entire platform” model. For more information on this model, please visit http://www.Net-Results.com/SugarCRM. About Net-Results Net-Results helps companies increase revenue growth and improve sales efficiency with powerful lead management solutions for marketing and sales. Its distinctly unique Segment-Driven™ approach to Lead Management and Marketing Automation helps users develop and leverage superior relationships to turn prospects into customers. Hundreds of companies on six continents trust the power and simplicity of Net-Results’ award-winning Marketing Automation Platform (MAP). To learn more visit http://www.Net-Results.com or follow @NetResults. About SugarCRM SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable customer relationship management (CRM) solution on the market. By placing the individual at the center of its solution, SugarCRM is putting the “i” in CRM and empowering people at all levels of an organization to better understand and engage with customers. Based in Silicon Valley, SugarCRM is backed by Goldman Sachs, Draper Fisher Jurvetson, NEA, and Walden International. More than 1.4M individuals in 120 countries rely on SugarCRM. To learn more visit http://www.sugarcrm.com or follow @SugarCRM. Press Contacts: Meredith Giersch Net-Results 303-771-2552 mgiersch(at)Net-Results(dot)com Jodi Guilbault SugarCRM 415-987-4970 jguilbault(at)sugarcrm(dot)com
Categories: CRM

New feature in Version 1.1

SugarCRM - Thu, 03/12/2015 - 07:00
It is now possible to add new XING contacts directly from Sugar.
Categories: CRM

MailChimp and SugarCRM 7

SugarCRM - Thu, 03/12/2015 - 07:00
We are heads down creating the next version of SugarChimp. Designed from the ground up based on the success of the original version, this release will be the fastest integration known between MailChimp and SugarCRM. Look for the SugarCRM 7 version soon. Until then, SugarChimp fully supports all 6.x versions.
Categories: CRM

Google Login v2.0 is Released!

SugarCRM - Thu, 03/12/2015 - 07:00
YouAddOn have released Google Login v2.0. New feature: Config default role for new User. Check it at: Change log: http://www.youaddon.com/portfolio/detail/4/YouAddOn-Sugar-CRM-Login-With-Google-Account
Categories: CRM

Riva announces Sugar integration for IBM Notes at SugarCon

SugarCRM - Thu, 03/12/2015 - 07:00
Riva CRM Integration (www.rivacrmintegration.com) today announced it has extended Riva On-Premise and Riva Cloud to provide full sync support for Sugar, IBM Lotus Notes, Microsoft Office 365, Microsoft Exchange 2013, and Novell GroupWise 2012. Riva is the first solution to provide transparent, server-side CRM integration for Sugar and these leading corporate email systems.
Categories: CRM

New Riva screenshots: Outlook, OWA, Mac, IBM Notes, GroupWis

SugarCRM - Thu, 03/12/2015 - 07:00
A picture is worth a thousand words. And so it is with our new Riva CRM Integration screenshots for Outlook, Outlook Web App, Outlook for Mac, Mac OS X, Entourage, IBM Notes, Novell GroupWise, iPad, iPhone, and others. Yes, we have been busy!
Categories: CRM

Check out our new Riva photostream on Flickr

SugarCRM - Thu, 03/12/2015 - 07:00
Take a journey with us through the past five years. Since 2008, we have opened new offices in Edmonton, Silicon Valley, Germany and Chile. The Riva team doubled in size in the past year alone. Over the past year, Riva was deployed by 15+ of the world’s largest 50 banks and financial institutions and 30+ of the US Fortune 500 companies. Tens of thousands of CRM users have chosen Riva because of its reliable, server-to-server integration for CRM and email systems.
Categories: CRM

Advanced OpenWorkflow V1.0.5 Released!

SugarCRM - Thu, 03/12/2015 - 07:00
SalesAgility have released Advanced OpenWorkflow 1.0.5! This is a bug fix release and addresses the following issues:- Fixes date comparison issues Fixes adding relationship issues Optimises the Cron Job query to improve performance Fixes format saving issues on conditions Fixes potential process audit link issues
Categories: CRM

Advanced OpenSales 5.3.3 released

SugarCRM - Thu, 03/12/2015 - 07:00
AOS 5.3.3 is now available and addresses the following issues:- Calculation issues when using different currency separators Module link issues in sugar 6.5.15+ in list view Ajax issues with line items Product category not displaying in list view Added upgrade safe option for extending/modifying line_items.js Several language fixes PDF Query issue in MSSQL Fixed wrong field name in dashlet search defs
Categories: CRM

Traffic Light datatype version 1.0.0

SugarCRM - Thu, 03/12/2015 - 07:00
New Traffic Light datatype for sugar version 6.x and version 7.1.5 released.
Categories: CRM

Google Maps Shape Selection to Target List

SugarCRM - Thu, 03/12/2015 - 07:00
Now you can select and add map items (Leads, Contacts, etc.) to Target Lists; all within SugarCRM! This is a powerful new feature that is part of the JJWDesign Google Maps Package for SugarCRM.
Categories: CRM

AlineaSol Publish Home Page 4.2

SugarCRM - Thu, 03/12/2015 - 07:00
New version of AlineaSol Home Page module. - Enabled Configuration to give HomePage's Management for Non-Admin Users at Role level - Enabled Configuration that sets landing Page for admin users. - Enabled Configuration that sets default new tab Hash Page. - BugFix: Warning appears when saving HomePage. Enjoy! @AlineaSol
Categories: CRM

OpenMeetings-Web-Conferencing Integration + Demo Site

SugarCRM - Thu, 03/12/2015 - 07:00
Module Features: - document upload to whiteboard for real-time collaboration - instant web-conferencing creation and usage from SugarCRM - add web-conferencing room-links to SugarCRM-meetings and invitations - simple installation OpenMeetings is a free browser-based software that allows you to set up instantly a conference in the Web. You can use your microphone and webcam, share documents on a whiteboard, share your screen or record meetings. It is available as hosted service or you download and install a package on your server with no limitations in usage or users. OpenMeetings module for SugarCRM integrates the possibility to create Rooms for every new scheduled Meeting. The participants of the meeting receive a link to the conference room via SugarCRM invitation mail for the meeting. This Link is protected and only valid for the time of the meeting. This demo video showing the web-conferencing module in action: http://www.youtube.com/watch?v=xrDbcXqxDq8&lr=1 On our demo site you can test this web-conferencing-module interactively. - Create OpenMeetings Rooms: Collaboration->OpenMeetings->Create OpenMeetings - Enter OpenMeetings: Select a room from OpenMeetings List and click Room Link - Create a new Meeting, add OpenMeetings room to this Meeting and invite contacts, users, leads to a web-conference. If you want to test the invitation mail, you have to create a new contact with a mail address. User Name: demo Password: Demouser55 Demo site: http://demo.e-schwert.de/sugarcrm/ More information about OpenMeetings: http://openmeetings.apache.org/
Categories: CRM

Mail Merge Reports (docx, odt, pdf) 2.0.5 released

SugarCRM - Thu, 03/12/2015 - 07:00
v2.0.5: - [Premium version only] New default 'cf_image_file_path' calculated field for Notes and Documents modules. If attached file is a image (to a Note or Document), we can now merge the image to the generated document. - [Premium version only] New example for 'cf_image_file_path' calculated field - New examples for creating tickets Mail Merge Reports can create documents in docx, docm, odt or pdf format without MS Office or others plugins installed from any module and subpanel. Any feedback will be appreciated. Enjoy !!!
Categories: CRM

New Calendar on your mobile or tablet with QuickCRM 3.4

SugarCRM - Thu, 03/12/2015 - 07:00
iOS and Android apps now integrate a Calendar available for free and Pro version. QuickCRM Pro 3.4 also adds: - Upload attachments on iOS - Select existing records in subpanels
Categories: CRM
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