AdoptOS

Assistance with Open Source adoption

CRM

AlineaSol Reports 4.X User Guide released

SugarCRM - Thu, 03/12/2015 - 07:00
Based on continuous and insistent requests, we think we will make a lot of people quite happy by finally releasing the user guide to AlineaSol Reports! (it only took a few years.. ) :-) Enjoy! @AlineaSol
Categories: CRM

Just Released - SugarChimp 7

SugarCRM - Thu, 03/12/2015 - 07:00
For 6.* and 7.* users. Sync MailChimp & SugarCRM Contacts Effortlessly. Save time and effort by having SugarChimp sync your Contacts to and from MailChimp. SugarChimp is a bi-directional, always-on integration. This allows you to keep Sales and Marketing on the same page without additional work. Learn more at https://www.sugaroutfitters.com/addons/SugarChimp
Categories: CRM

Forrester Wave identifies Act-On as Lead-to-Revenue Leader

SugarCRM - Thu, 03/12/2015 - 07:00
Act-On identified a leader in both Forrester Wave categories for small marketing teams and large enterprises. http://www.act-on.com/wave/
Categories: CRM

Act-On named Entrepreneurial Company of the Year

SugarCRM - Thu, 03/12/2015 - 07:00
Act-On Software, is named the Entrepreneurial Company of the Year by Frost & Sullivan, recognized for excellence in growth, leadership, and innovation. http://press.act-on.com/press-releases/act-on-named-entrepreneurial-company-of-the-year-b-1099556
Categories: CRM

Just Released - Sugar 7 On-Demand for SugarChimp

SugarCRM - Thu, 03/12/2015 - 07:00
Use SugarChimp to sync your marketing lists back and forth between MailChimp and SugarChimp. Now faster and easier to use than ever with the new Sugar 7 release: https://www.sugaroutfitters.com/addons/SugarChimp
Categories: CRM

MetroTheme Pro released

SugarCRM - Thu, 03/12/2015 - 07:00
A new theme with clear and professional style (Metro like). New features as such as records preview from listview, list of last assigned records and subpanels toolbar. Specially designed for tablet: dynamic menu bar and clear input fields. Try the live demo: http://crm.datamain.it/metrotheme user: will pass: willmetro
Categories: CRM

GrinMark MS Office Addin 4.1.3 Is Out

SugarCRM - Thu, 03/12/2015 - 07:00
Features added: Improved compatibility with Office 2013.
Categories: CRM

AlineaSol Work Flow Manager User Guide Released

SugarCRM - Thu, 03/12/2015 - 07:00
Full documentation now available for AlineaSol Work Flow Manager. http://www.sugarforge.org/frs/download.php/11241/Guide_AlineaSol_SolCRM_WorkFlowManager_4.X.pdf Enjoy! @AlineaSol
Categories: CRM

Released Metro Black theme for SugarCRM CE

SugarCRM - Thu, 03/12/2015 - 07:00
Metro Black Theme for CE with style metro for field, icon, ... http://www.youaddon.com/portfolio/detail/18/SugarCRM-Metro-Black-Theme-for-CE
Categories: CRM

Installable release

SugarCRM - Thu, 03/12/2015 - 07:00
The version 0.2 release has just been made public. Althought I still consider this project in Beta, the library is already at a high level of maturity. All functionality required during installation of SugarCRM and use of the SugarCRM studio is present and (up till now) performing as expected. Further testing needs to be done on the full SugarCRM suite to uncover any bugs that are still present. For those with time, I have placed a request for a tester. I badly need someone else to use and review this code.
Categories: CRM

Oauth Based SSO plugin released

SugarCRM - Thu, 03/12/2015 - 07:00
This plugin allows you login with Google/Facebook Single Sign On. Simply click on Google/Facebook icon and it wil logged you in Sugar based on Email address matched.
Categories: CRM

Tracker module Released

SugarCRM - Thu, 03/12/2015 - 07:00
Want to track your users , who they visit ,which modules , which views? this modules will let you see with their IP address as well.
Categories: CRM

AlineaSol Projects and Gantt coming this March

SugarCRM - Thu, 03/12/2015 - 07:00
We plan to launch in March 2014 a community edition of a Projects modules with Graphical support for a simplified Gannt. Project tasks will be directly inserted in the graphical editor. In the community edition you will have the possibility to export and import projects and you connect this to the AlineaSol Workflow Manager to make this what we think a very useful addition to the Sugar Community. We will be adding later an enterprise version in which we will include by default elaborate Workflows, more export possibilities, support of templates, etc... The module is now internally under testing. Enjoy! @AlineaSol
Categories: CRM

Status AlineaSol Reports and Work Flow Manager

SugarCRM - Thu, 03/12/2015 - 07:00
This is a short status update on AlineaSol reports and Workfflow Manager. Workflow Manager: we will be releasing next week a new "point release" of community, and our first official Enterprise version. In comunity, there are quite a number of enhancements, including in export, handling of email templates, etc. The enterprise version includes an improved variable generator, support for global variables (shared among process instances) and atomic execution of subprocesses. In addition, we are opening up a library with example workflows for enterprise customers. For the next major release we plan to have a full graphical editor to create flows...currently the graphical representation is "view" only. AlineaSol Reports: We have shared a new point release to a selected number of customers, and plan to have major releases ready in March in both community and Enterprise versions. Main changes in community are about usability and cleaning up the user interface. In enterprise, we support now color palettes, multiple Y-axis, combining more than one representation in one graph, Report fields that can be added to any view, and a few extra surprises we will explain at release time... Coming real soon now. @AlineaSol
Categories: 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
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