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TOP 5 NO CODE REQUIRED
CONFIGURATIONS – ROUND 1
Kim Miller
Sr. Professional Services Consultant
SugarCRM
#SugarCon
Presentation Topics
• 5 Configurations you can use
– Use Case
– Demonstration
• Developer tools
– Studio
1- Rollup a Sum Amount of Opportunities
for an Account
• Issue
– Sales Reps need to know the “total closed
opportunities” ...
2- Create a Dependent Drop-down /
Parent Drop-down
• Issue
– Service users should choose options appropriate for a
specifi...
3 – Display a Field from a Related Module
• Issue
– Need access to an account field from the Cases
module
• Resolution
– C...
4 – Display Fields Based on a Checkbox
Field Being Checked (Dependent)
• Issue
– Too many fields will clutter the leads la...
5 – View the Weighted Opportunity
Amount within the Opportunities Module
• Issue
– Sales reps would like to see the value ...
THANK YOU
#SugarCon
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Top 5 No Code Required Configurations - Round 1

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This session showcases some of our favorite configurations for Sugar administrators. You will learn key configurations in Studio and Workflow that can be applied to real use case scenarios. Please note that round 1 and round 2 will highlight different configurations.

Published in: Software, Technology, Business
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Transcript of "Top 5 No Code Required Configurations - Round 1"

  1. 1. TOP 5 NO CODE REQUIRED CONFIGURATIONS – ROUND 1 Kim Miller Sr. Professional Services Consultant SugarCRM #SugarCon
  2. 2. Presentation Topics • 5 Configurations you can use – Use Case – Demonstration • Developer tools – Studio
  3. 3. 1- Rollup a Sum Amount of Opportunities for an Account • Issue – Sales Reps need to know the “total closed opportunities” amount for accounts • Resolution – Create rollup sum field to display the total amount of all closed won opportunities • Developer Tool Used: Studio
  4. 4. 2- Create a Dependent Drop-down / Parent Drop-down • Issue – Service users should choose options appropriate for a specific product. • Resolution – Create a drop-down list dependent on the parent drop-down value selected • Developer Tool Used: Studio
  5. 5. 3 – Display a Field from a Related Module • Issue – Need access to an account field from the Cases module • Resolution – Create a calculated “relate” field • Developer Tool Used: Studio – Calculated fields
  6. 6. 4 – Display Fields Based on a Checkbox Field Being Checked (Dependent) • Issue – Too many fields will clutter the leads layout; there is a set of fields needed based on one option • Resolution – Create field dependencies based on an option being “checked” • Developer Tool Used: Studio – Dependent fields
  7. 7. 5 – View the Weighted Opportunity Amount within the Opportunities Module • Issue – Sales reps would like to see the value of their opportunity amount based on the probability • Resolution – Create a calculated field to display the value • Developer Tool Used: Studio – Calculated fields
  8. 8. THANK YOU #SugarCon
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