SlideShare a Scribd company logo
7 THINGS YOU DIDN’T KNOW YOU
COULD DO WITH SUGAR 7
Brieanne Rowe
Training Specialist
SugarCRM
@SugarCRMu #SugarCon
Agenda
• 7 Overlooked Features in version 7:
– Setting up Multiple Dashboards
– Adding Rich Content to Activity Streams
– Creating a Quote from a Revenue Line Item
– Using Tabs to Organize Record Views
– Using Record Preview
– Creating New Search Filters
– Using Subpanel Search
2
7 OVERLOOKED SUGAR 7 FEATURES
Setting up Multiple Dashboards
4
• Multiple Dashboards can be set up in the Home
Page as well as in the Intelligence Pane
Adding Rich Content to Activity Streams
5
• Users have the option
to add external links,
images, videos, and
external messages
(i.e. tweets, news
articles) to their posts.
Creating a Quote from a Revenue Line
Item
• Users can generate a Quote from one or more
Revenue Line Items:
– Revenue Line Items record view
– Revenue Line Items subpanel in the Opportunities
Module
6
Using Tabs to Organize Record Views
• Administrators can create tabs on a module’s
record view to organize fields into groupings.
7
Using Record Preview
• Users have the
option to preview
a record’s details
directly from the
module list view
or subpanel.
8
Creating New Search Filters
• Users can create
new search
criteria to allow
for easy filtering
in each Module
list view.
9
Using Subpanel Search
• Users can search
for related
records using the
subpanel search
in the record
view.
10
QUESTIONS?
THANK YOU
@SugarCRMu #SugarCon

More Related Content

Similar to 7 Things You Didn't Know You Could Do With Sugar 7

The three stages of Power BI Deployment Pipeline
The three stages of Power BI Deployment PipelineThe three stages of Power BI Deployment Pipeline
The three stages of Power BI Deployment Pipeline
servicesNitor
 
What’s new in joomla 3.7
What’s new in joomla 3.7What’s new in joomla 3.7
What’s new in joomla 3.7
Tim Plummer
 
Microsoft system center 2012 r2 configuration manager
Microsoft system center 2012 r2 configuration managerMicrosoft system center 2012 r2 configuration manager
Microsoft system center 2012 r2 configuration manager
apponix1
 
WSS MOSS Portfolio
WSS MOSS PortfolioWSS MOSS Portfolio
WSS MOSS Portfolio
dontrellbluford
 
Managed Beans: When, Why and How
Managed Beans: When, Why and HowManaged Beans: When, Why and How
Managed Beans: When, Why and How
Russell Maher
 
User Manual For Kingfisher Fashion Odoo Theme
User Manual For Kingfisher Fashion Odoo ThemeUser Manual For Kingfisher Fashion Odoo Theme
User Manual For Kingfisher Fashion Odoo Theme
AppJetty
 
Oracle 12c Launch Event 01 JDeveloper Jonathan Damen and Marcel Oldenkamp
Oracle 12c Launch Event 01 JDeveloper Jonathan Damen and Marcel OldenkampOracle 12c Launch Event 01 JDeveloper Jonathan Damen and Marcel Oldenkamp
Oracle 12c Launch Event 01 JDeveloper Jonathan Damen and Marcel Oldenkamp
Getting value from IoT, Integration and Data Analytics
 
New AdWords Editor - bulk editing tools from Google AdWords
New AdWords Editor - bulk editing tools from Google AdWordsNew AdWords Editor - bulk editing tools from Google AdWords
New AdWords Editor - bulk editing tools from Google AdWords
AMP Digital Solutions Pvt Ltd (ampdigitalnet.com , ads4growth.com )
 
(ATS4-DEV08) Building Widgets for the Symyx Notebook Home Page
(ATS4-DEV08) Building Widgets for the Symyx Notebook Home Page(ATS4-DEV08) Building Widgets for the Symyx Notebook Home Page
(ATS4-DEV08) Building Widgets for the Symyx Notebook Home Page
BIOVIA
 
High-level Guide: Upgrading to SharePoint 2013
High-level Guide: Upgrading to SharePoint 2013High-level Guide: Upgrading to SharePoint 2013
High-level Guide: Upgrading to SharePoint 2013C5 Insight
 
YouTube Studio Secrets Grow Your Channel Fast.pdf
YouTube Studio Secrets Grow Your Channel Fast.pdfYouTube Studio Secrets Grow Your Channel Fast.pdf
YouTube Studio Secrets Grow Your Channel Fast.pdf
Promozle
 
Fitness Training WebApp
Fitness Training WebAppFitness Training WebApp
Fitness Training WebApp
IRJET Journal
 
how to boost youtube video.pdf
how to boost youtube video.pdfhow to boost youtube video.pdf
how to boost youtube video.pdf
Asif Ali
 
Front-End Project Bake My Cake with Angular
Front-End Project Bake My Cake with AngularFront-End Project Bake My Cake with Angular
Front-End Project Bake My Cake with Angular
PavanRaibagi
 
Pando/Pageflex Webinar - Growth Through Acquisition
Pando/Pageflex Webinar - Growth Through AcquisitionPando/Pageflex Webinar - Growth Through Acquisition
Pando/Pageflex Webinar - Growth Through Acquisition
Pageflex
 
IBM Cognos Dimensional Dashboarding Techniques
IBM Cognos Dimensional Dashboarding TechniquesIBM Cognos Dimensional Dashboarding Techniques
IBM Cognos Dimensional Dashboarding Techniques
Senturus
 
Organizing requirements information
Organizing requirements informationOrganizing requirements information
Organizing requirements information
IBM Rational software
 
New Features in SPI Buyer Direct
New Features in SPI Buyer DirectNew Features in SPI Buyer Direct
New Features in SPI Buyer Direct
SPI Conference
 
What’s new in OpenText Extended ECM & OpenText Content Suite Release 16 EP6
What’s new in OpenText Extended ECM & OpenText Content Suite Release 16 EP6 What’s new in OpenText Extended ECM & OpenText Content Suite Release 16 EP6
What’s new in OpenText Extended ECM & OpenText Content Suite Release 16 EP6
OpenText
 

Similar to 7 Things You Didn't Know You Could Do With Sugar 7 (20)

The three stages of Power BI Deployment Pipeline
The three stages of Power BI Deployment PipelineThe three stages of Power BI Deployment Pipeline
The three stages of Power BI Deployment Pipeline
 
What’s new in joomla 3.7
What’s new in joomla 3.7What’s new in joomla 3.7
What’s new in joomla 3.7
 
Sql9e ppt ch07
Sql9e ppt ch07 Sql9e ppt ch07
Sql9e ppt ch07
 
Microsoft system center 2012 r2 configuration manager
Microsoft system center 2012 r2 configuration managerMicrosoft system center 2012 r2 configuration manager
Microsoft system center 2012 r2 configuration manager
 
WSS MOSS Portfolio
WSS MOSS PortfolioWSS MOSS Portfolio
WSS MOSS Portfolio
 
Managed Beans: When, Why and How
Managed Beans: When, Why and HowManaged Beans: When, Why and How
Managed Beans: When, Why and How
 
User Manual For Kingfisher Fashion Odoo Theme
User Manual For Kingfisher Fashion Odoo ThemeUser Manual For Kingfisher Fashion Odoo Theme
User Manual For Kingfisher Fashion Odoo Theme
 
Oracle 12c Launch Event 01 JDeveloper Jonathan Damen and Marcel Oldenkamp
Oracle 12c Launch Event 01 JDeveloper Jonathan Damen and Marcel OldenkampOracle 12c Launch Event 01 JDeveloper Jonathan Damen and Marcel Oldenkamp
Oracle 12c Launch Event 01 JDeveloper Jonathan Damen and Marcel Oldenkamp
 
New AdWords Editor - bulk editing tools from Google AdWords
New AdWords Editor - bulk editing tools from Google AdWordsNew AdWords Editor - bulk editing tools from Google AdWords
New AdWords Editor - bulk editing tools from Google AdWords
 
(ATS4-DEV08) Building Widgets for the Symyx Notebook Home Page
(ATS4-DEV08) Building Widgets for the Symyx Notebook Home Page(ATS4-DEV08) Building Widgets for the Symyx Notebook Home Page
(ATS4-DEV08) Building Widgets for the Symyx Notebook Home Page
 
High-level Guide: Upgrading to SharePoint 2013
High-level Guide: Upgrading to SharePoint 2013High-level Guide: Upgrading to SharePoint 2013
High-level Guide: Upgrading to SharePoint 2013
 
YouTube Studio Secrets Grow Your Channel Fast.pdf
YouTube Studio Secrets Grow Your Channel Fast.pdfYouTube Studio Secrets Grow Your Channel Fast.pdf
YouTube Studio Secrets Grow Your Channel Fast.pdf
 
Fitness Training WebApp
Fitness Training WebAppFitness Training WebApp
Fitness Training WebApp
 
how to boost youtube video.pdf
how to boost youtube video.pdfhow to boost youtube video.pdf
how to boost youtube video.pdf
 
Front-End Project Bake My Cake with Angular
Front-End Project Bake My Cake with AngularFront-End Project Bake My Cake with Angular
Front-End Project Bake My Cake with Angular
 
Pando/Pageflex Webinar - Growth Through Acquisition
Pando/Pageflex Webinar - Growth Through AcquisitionPando/Pageflex Webinar - Growth Through Acquisition
Pando/Pageflex Webinar - Growth Through Acquisition
 
IBM Cognos Dimensional Dashboarding Techniques
IBM Cognos Dimensional Dashboarding TechniquesIBM Cognos Dimensional Dashboarding Techniques
IBM Cognos Dimensional Dashboarding Techniques
 
Organizing requirements information
Organizing requirements informationOrganizing requirements information
Organizing requirements information
 
New Features in SPI Buyer Direct
New Features in SPI Buyer DirectNew Features in SPI Buyer Direct
New Features in SPI Buyer Direct
 
What’s new in OpenText Extended ECM & OpenText Content Suite Release 16 EP6
What’s new in OpenText Extended ECM & OpenText Content Suite Release 16 EP6 What’s new in OpenText Extended ECM & OpenText Content Suite Release 16 EP6
What’s new in OpenText Extended ECM & OpenText Content Suite Release 16 EP6
 

More from SugarCRM

Lessons Learned: Building IBM's Next Generation CRM Architecture
Lessons Learned: Building IBM's Next Generation CRM ArchitectureLessons Learned: Building IBM's Next Generation CRM Architecture
Lessons Learned: Building IBM's Next Generation CRM Architecture
SugarCRM
 
Business at the Speed of Social
Business at the Speed of SocialBusiness at the Speed of Social
Business at the Speed of Social
SugarCRM
 
From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...
From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...
From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...
SugarCRM
 
From Mad Men to Moneyball: How Leading Chief Marketing Officers are Different...
From Mad Men to Moneyball: How Leading Chief Marketing Officers are Different...From Mad Men to Moneyball: How Leading Chief Marketing Officers are Different...
From Mad Men to Moneyball: How Leading Chief Marketing Officers are Different...
SugarCRM
 
IBM's Social Business Transformation
IBM's Social Business TransformationIBM's Social Business Transformation
IBM's Social Business Transformation
SugarCRM
 
How You Can Leverage Social Media to Benefit Your Entire Organization
How You Can Leverage Social Media to Benefit Your Entire OrganizationHow You Can Leverage Social Media to Benefit Your Entire Organization
How You Can Leverage Social Media to Benefit Your Entire Organization
SugarCRM
 
Marketo's Secret Sauce: Smarter Marketing for Best Results
Marketo's Secret Sauce: Smarter Marketing for Best ResultsMarketo's Secret Sauce: Smarter Marketing for Best Results
Marketo's Secret Sauce: Smarter Marketing for Best Results
SugarCRM
 
Informer: Multidimensional Reporting and Dashboarding for SugarCRM
Informer: Multidimensional Reporting and Dashboarding for SugarCRMInformer: Multidimensional Reporting and Dashboarding for SugarCRM
Informer: Multidimensional Reporting and Dashboarding for SugarCRM
SugarCRM
 
Building Your Individual Brand; Expanding Your Sales Reach
Building Your Individual Brand; Expanding Your Sales ReachBuilding Your Individual Brand; Expanding Your Sales Reach
Building Your Individual Brand; Expanding Your Sales Reach
SugarCRM
 
Mobilizing Your Sugar Instance
Mobilizing Your Sugar InstanceMobilizing Your Sugar Instance
Mobilizing Your Sugar Instance
SugarCRM
 
Turn Big Data Into Actionable Insights With Sugar 7
Turn Big Data Into Actionable Insights With Sugar 7Turn Big Data Into Actionable Insights With Sugar 7
Turn Big Data Into Actionable Insights With Sugar 7
SugarCRM
 
Close More Deals, More Quickly With 1:1 Marketing Automation in Gmail
Close More Deals, More Quickly With 1:1 Marketing Automation in GmailClose More Deals, More Quickly With 1:1 Marketing Automation in Gmail
Close More Deals, More Quickly With 1:1 Marketing Automation in Gmail
SugarCRM
 
Leveraging Marketing Data to Gain More Revenue
Leveraging Marketing Data to Gain More RevenueLeveraging Marketing Data to Gain More Revenue
Leveraging Marketing Data to Gain More RevenueSugarCRM
 
SugarCRM Integrated Solutions: A Recipe for Success
SugarCRM Integrated Solutions: A Recipe for SuccessSugarCRM Integrated Solutions: A Recipe for Success
SugarCRM Integrated Solutions: A Recipe for Success
SugarCRM
 
Top Ten Integration Targets for Sugar
Top Ten Integration Targets for SugarTop Ten Integration Targets for Sugar
Top Ten Integration Targets for Sugar
SugarCRM
 
Simply Powerful Workflow for Sugar
Simply Powerful Workflow for SugarSimply Powerful Workflow for Sugar
Simply Powerful Workflow for Sugar
SugarCRM
 
Crossing the Chasm – From Email Marketing to Marketing Automation
Crossing the Chasm – From Email Marketing to Marketing AutomationCrossing the Chasm – From Email Marketing to Marketing Automation
Crossing the Chasm – From Email Marketing to Marketing Automation
SugarCRM
 
4 Add-on Products You Can't Live Without
4 Add-on Products You Can't Live Without4 Add-on Products You Can't Live Without
4 Add-on Products You Can't Live Without
SugarCRM
 
Transforming Marketing Data into a Useful Sales Pitch
Transforming Marketing Data into a Useful Sales PitchTransforming Marketing Data into a Useful Sales Pitch
Transforming Marketing Data into a Useful Sales Pitch
SugarCRM
 
How to Exceed the Expectations of Today's Digital Customers
How to Exceed the Expectations of Today's Digital CustomersHow to Exceed the Expectations of Today's Digital Customers
How to Exceed the Expectations of Today's Digital Customers
SugarCRM
 

More from SugarCRM (20)

Lessons Learned: Building IBM's Next Generation CRM Architecture
Lessons Learned: Building IBM's Next Generation CRM ArchitectureLessons Learned: Building IBM's Next Generation CRM Architecture
Lessons Learned: Building IBM's Next Generation CRM Architecture
 
Business at the Speed of Social
Business at the Speed of SocialBusiness at the Speed of Social
Business at the Speed of Social
 
From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...
From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...
From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...
 
From Mad Men to Moneyball: How Leading Chief Marketing Officers are Different...
From Mad Men to Moneyball: How Leading Chief Marketing Officers are Different...From Mad Men to Moneyball: How Leading Chief Marketing Officers are Different...
From Mad Men to Moneyball: How Leading Chief Marketing Officers are Different...
 
IBM's Social Business Transformation
IBM's Social Business TransformationIBM's Social Business Transformation
IBM's Social Business Transformation
 
How You Can Leverage Social Media to Benefit Your Entire Organization
How You Can Leverage Social Media to Benefit Your Entire OrganizationHow You Can Leverage Social Media to Benefit Your Entire Organization
How You Can Leverage Social Media to Benefit Your Entire Organization
 
Marketo's Secret Sauce: Smarter Marketing for Best Results
Marketo's Secret Sauce: Smarter Marketing for Best ResultsMarketo's Secret Sauce: Smarter Marketing for Best Results
Marketo's Secret Sauce: Smarter Marketing for Best Results
 
Informer: Multidimensional Reporting and Dashboarding for SugarCRM
Informer: Multidimensional Reporting and Dashboarding for SugarCRMInformer: Multidimensional Reporting and Dashboarding for SugarCRM
Informer: Multidimensional Reporting and Dashboarding for SugarCRM
 
Building Your Individual Brand; Expanding Your Sales Reach
Building Your Individual Brand; Expanding Your Sales ReachBuilding Your Individual Brand; Expanding Your Sales Reach
Building Your Individual Brand; Expanding Your Sales Reach
 
Mobilizing Your Sugar Instance
Mobilizing Your Sugar InstanceMobilizing Your Sugar Instance
Mobilizing Your Sugar Instance
 
Turn Big Data Into Actionable Insights With Sugar 7
Turn Big Data Into Actionable Insights With Sugar 7Turn Big Data Into Actionable Insights With Sugar 7
Turn Big Data Into Actionable Insights With Sugar 7
 
Close More Deals, More Quickly With 1:1 Marketing Automation in Gmail
Close More Deals, More Quickly With 1:1 Marketing Automation in GmailClose More Deals, More Quickly With 1:1 Marketing Automation in Gmail
Close More Deals, More Quickly With 1:1 Marketing Automation in Gmail
 
Leveraging Marketing Data to Gain More Revenue
Leveraging Marketing Data to Gain More RevenueLeveraging Marketing Data to Gain More Revenue
Leveraging Marketing Data to Gain More Revenue
 
SugarCRM Integrated Solutions: A Recipe for Success
SugarCRM Integrated Solutions: A Recipe for SuccessSugarCRM Integrated Solutions: A Recipe for Success
SugarCRM Integrated Solutions: A Recipe for Success
 
Top Ten Integration Targets for Sugar
Top Ten Integration Targets for SugarTop Ten Integration Targets for Sugar
Top Ten Integration Targets for Sugar
 
Simply Powerful Workflow for Sugar
Simply Powerful Workflow for SugarSimply Powerful Workflow for Sugar
Simply Powerful Workflow for Sugar
 
Crossing the Chasm – From Email Marketing to Marketing Automation
Crossing the Chasm – From Email Marketing to Marketing AutomationCrossing the Chasm – From Email Marketing to Marketing Automation
Crossing the Chasm – From Email Marketing to Marketing Automation
 
4 Add-on Products You Can't Live Without
4 Add-on Products You Can't Live Without4 Add-on Products You Can't Live Without
4 Add-on Products You Can't Live Without
 
Transforming Marketing Data into a Useful Sales Pitch
Transforming Marketing Data into a Useful Sales PitchTransforming Marketing Data into a Useful Sales Pitch
Transforming Marketing Data into a Useful Sales Pitch
 
How to Exceed the Expectations of Today's Digital Customers
How to Exceed the Expectations of Today's Digital CustomersHow to Exceed the Expectations of Today's Digital Customers
How to Exceed the Expectations of Today's Digital Customers
 

Recently uploaded

Webinar: Salesforce Document Management 2.0 - Smarter, Faster, Better
Webinar: Salesforce Document Management 2.0 - Smarter, Faster, BetterWebinar: Salesforce Document Management 2.0 - Smarter, Faster, Better
Webinar: Salesforce Document Management 2.0 - Smarter, Faster, Better
XfilesPro
 
Gamify Your Mind; The Secret Sauce to Delivering Success, Continuously Improv...
Gamify Your Mind; The Secret Sauce to Delivering Success, Continuously Improv...Gamify Your Mind; The Secret Sauce to Delivering Success, Continuously Improv...
Gamify Your Mind; The Secret Sauce to Delivering Success, Continuously Improv...
Shahin Sheidaei
 
A Sighting of filterA in Typelevel Rite of Passage
A Sighting of filterA in Typelevel Rite of PassageA Sighting of filterA in Typelevel Rite of Passage
A Sighting of filterA in Typelevel Rite of Passage
Philip Schwarz
 
Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...
Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...
Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...
informapgpstrackings
 
Corporate Management | Session 3 of 3 | Tendenci AMS
Corporate Management | Session 3 of 3 | Tendenci AMSCorporate Management | Session 3 of 3 | Tendenci AMS
Corporate Management | Session 3 of 3 | Tendenci AMS
Tendenci - The Open Source AMS (Association Management Software)
 
Globus Compute Introduction - GlobusWorld 2024
Globus Compute Introduction - GlobusWorld 2024Globus Compute Introduction - GlobusWorld 2024
Globus Compute Introduction - GlobusWorld 2024
Globus
 
Climate Science Flows: Enabling Petabyte-Scale Climate Analysis with the Eart...
Climate Science Flows: Enabling Petabyte-Scale Climate Analysis with the Eart...Climate Science Flows: Enabling Petabyte-Scale Climate Analysis with the Eart...
Climate Science Flows: Enabling Petabyte-Scale Climate Analysis with the Eart...
Globus
 
Cyaniclab : Software Development Agency Portfolio.pdf
Cyaniclab : Software Development Agency Portfolio.pdfCyaniclab : Software Development Agency Portfolio.pdf
Cyaniclab : Software Development Agency Portfolio.pdf
Cyanic lab
 
Navigating the Metaverse: A Journey into Virtual Evolution"
Navigating the Metaverse: A Journey into Virtual Evolution"Navigating the Metaverse: A Journey into Virtual Evolution"
Navigating the Metaverse: A Journey into Virtual Evolution"
Donna Lenk
 
top nidhi software solution freedownload
top nidhi software solution freedownloadtop nidhi software solution freedownload
top nidhi software solution freedownload
vrstrong314
 
Into the Box 2024 - Keynote Day 2 Slides.pdf
Into the Box 2024 - Keynote Day 2 Slides.pdfInto the Box 2024 - Keynote Day 2 Slides.pdf
Into the Box 2024 - Keynote Day 2 Slides.pdf
Ortus Solutions, Corp
 
First Steps with Globus Compute Multi-User Endpoints
First Steps with Globus Compute Multi-User EndpointsFirst Steps with Globus Compute Multi-User Endpoints
First Steps with Globus Compute Multi-User Endpoints
Globus
 
Accelerate Enterprise Software Engineering with Platformless
Accelerate Enterprise Software Engineering with PlatformlessAccelerate Enterprise Software Engineering with Platformless
Accelerate Enterprise Software Engineering with Platformless
WSO2
 
Using IESVE for Room Loads Analysis - Australia & New Zealand
Using IESVE for Room Loads Analysis - Australia & New ZealandUsing IESVE for Room Loads Analysis - Australia & New Zealand
Using IESVE for Room Loads Analysis - Australia & New Zealand
IES VE
 
Understanding Globus Data Transfers with NetSage
Understanding Globus Data Transfers with NetSageUnderstanding Globus Data Transfers with NetSage
Understanding Globus Data Transfers with NetSage
Globus
 
Dominate Social Media with TubeTrivia AI’s Addictive Quiz Videos.pdf
Dominate Social Media with TubeTrivia AI’s Addictive Quiz Videos.pdfDominate Social Media with TubeTrivia AI’s Addictive Quiz Videos.pdf
Dominate Social Media with TubeTrivia AI’s Addictive Quiz Videos.pdf
AMB-Review
 
Prosigns: Transforming Business with Tailored Technology Solutions
Prosigns: Transforming Business with Tailored Technology SolutionsProsigns: Transforming Business with Tailored Technology Solutions
Prosigns: Transforming Business with Tailored Technology Solutions
Prosigns
 
Developing Distributed High-performance Computing Capabilities of an Open Sci...
Developing Distributed High-performance Computing Capabilities of an Open Sci...Developing Distributed High-performance Computing Capabilities of an Open Sci...
Developing Distributed High-performance Computing Capabilities of an Open Sci...
Globus
 
May Marketo Masterclass, London MUG May 22 2024.pdf
May Marketo Masterclass, London MUG May 22 2024.pdfMay Marketo Masterclass, London MUG May 22 2024.pdf
May Marketo Masterclass, London MUG May 22 2024.pdf
Adele Miller
 
RISE with SAP and Journey to the Intelligent Enterprise
RISE with SAP and Journey to the Intelligent EnterpriseRISE with SAP and Journey to the Intelligent Enterprise
RISE with SAP and Journey to the Intelligent Enterprise
Srikant77
 

Recently uploaded (20)

Webinar: Salesforce Document Management 2.0 - Smarter, Faster, Better
Webinar: Salesforce Document Management 2.0 - Smarter, Faster, BetterWebinar: Salesforce Document Management 2.0 - Smarter, Faster, Better
Webinar: Salesforce Document Management 2.0 - Smarter, Faster, Better
 
Gamify Your Mind; The Secret Sauce to Delivering Success, Continuously Improv...
Gamify Your Mind; The Secret Sauce to Delivering Success, Continuously Improv...Gamify Your Mind; The Secret Sauce to Delivering Success, Continuously Improv...
Gamify Your Mind; The Secret Sauce to Delivering Success, Continuously Improv...
 
A Sighting of filterA in Typelevel Rite of Passage
A Sighting of filterA in Typelevel Rite of PassageA Sighting of filterA in Typelevel Rite of Passage
A Sighting of filterA in Typelevel Rite of Passage
 
Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...
Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...
Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...
 
Corporate Management | Session 3 of 3 | Tendenci AMS
Corporate Management | Session 3 of 3 | Tendenci AMSCorporate Management | Session 3 of 3 | Tendenci AMS
Corporate Management | Session 3 of 3 | Tendenci AMS
 
Globus Compute Introduction - GlobusWorld 2024
Globus Compute Introduction - GlobusWorld 2024Globus Compute Introduction - GlobusWorld 2024
Globus Compute Introduction - GlobusWorld 2024
 
Climate Science Flows: Enabling Petabyte-Scale Climate Analysis with the Eart...
Climate Science Flows: Enabling Petabyte-Scale Climate Analysis with the Eart...Climate Science Flows: Enabling Petabyte-Scale Climate Analysis with the Eart...
Climate Science Flows: Enabling Petabyte-Scale Climate Analysis with the Eart...
 
Cyaniclab : Software Development Agency Portfolio.pdf
Cyaniclab : Software Development Agency Portfolio.pdfCyaniclab : Software Development Agency Portfolio.pdf
Cyaniclab : Software Development Agency Portfolio.pdf
 
Navigating the Metaverse: A Journey into Virtual Evolution"
Navigating the Metaverse: A Journey into Virtual Evolution"Navigating the Metaverse: A Journey into Virtual Evolution"
Navigating the Metaverse: A Journey into Virtual Evolution"
 
top nidhi software solution freedownload
top nidhi software solution freedownloadtop nidhi software solution freedownload
top nidhi software solution freedownload
 
Into the Box 2024 - Keynote Day 2 Slides.pdf
Into the Box 2024 - Keynote Day 2 Slides.pdfInto the Box 2024 - Keynote Day 2 Slides.pdf
Into the Box 2024 - Keynote Day 2 Slides.pdf
 
First Steps with Globus Compute Multi-User Endpoints
First Steps with Globus Compute Multi-User EndpointsFirst Steps with Globus Compute Multi-User Endpoints
First Steps with Globus Compute Multi-User Endpoints
 
Accelerate Enterprise Software Engineering with Platformless
Accelerate Enterprise Software Engineering with PlatformlessAccelerate Enterprise Software Engineering with Platformless
Accelerate Enterprise Software Engineering with Platformless
 
Using IESVE for Room Loads Analysis - Australia & New Zealand
Using IESVE for Room Loads Analysis - Australia & New ZealandUsing IESVE for Room Loads Analysis - Australia & New Zealand
Using IESVE for Room Loads Analysis - Australia & New Zealand
 
Understanding Globus Data Transfers with NetSage
Understanding Globus Data Transfers with NetSageUnderstanding Globus Data Transfers with NetSage
Understanding Globus Data Transfers with NetSage
 
Dominate Social Media with TubeTrivia AI’s Addictive Quiz Videos.pdf
Dominate Social Media with TubeTrivia AI’s Addictive Quiz Videos.pdfDominate Social Media with TubeTrivia AI’s Addictive Quiz Videos.pdf
Dominate Social Media with TubeTrivia AI’s Addictive Quiz Videos.pdf
 
Prosigns: Transforming Business with Tailored Technology Solutions
Prosigns: Transforming Business with Tailored Technology SolutionsProsigns: Transforming Business with Tailored Technology Solutions
Prosigns: Transforming Business with Tailored Technology Solutions
 
Developing Distributed High-performance Computing Capabilities of an Open Sci...
Developing Distributed High-performance Computing Capabilities of an Open Sci...Developing Distributed High-performance Computing Capabilities of an Open Sci...
Developing Distributed High-performance Computing Capabilities of an Open Sci...
 
May Marketo Masterclass, London MUG May 22 2024.pdf
May Marketo Masterclass, London MUG May 22 2024.pdfMay Marketo Masterclass, London MUG May 22 2024.pdf
May Marketo Masterclass, London MUG May 22 2024.pdf
 
RISE with SAP and Journey to the Intelligent Enterprise
RISE with SAP and Journey to the Intelligent EnterpriseRISE with SAP and Journey to the Intelligent Enterprise
RISE with SAP and Journey to the Intelligent Enterprise
 

7 Things You Didn't Know You Could Do With Sugar 7

  • 1. 7 THINGS YOU DIDN’T KNOW YOU COULD DO WITH SUGAR 7 Brieanne Rowe Training Specialist SugarCRM @SugarCRMu #SugarCon
  • 2. Agenda • 7 Overlooked Features in version 7: – Setting up Multiple Dashboards – Adding Rich Content to Activity Streams – Creating a Quote from a Revenue Line Item – Using Tabs to Organize Record Views – Using Record Preview – Creating New Search Filters – Using Subpanel Search 2
  • 3. 7 OVERLOOKED SUGAR 7 FEATURES
  • 4. Setting up Multiple Dashboards 4 • Multiple Dashboards can be set up in the Home Page as well as in the Intelligence Pane
  • 5. Adding Rich Content to Activity Streams 5 • Users have the option to add external links, images, videos, and external messages (i.e. tweets, news articles) to their posts.
  • 6. Creating a Quote from a Revenue Line Item • Users can generate a Quote from one or more Revenue Line Items: – Revenue Line Items record view – Revenue Line Items subpanel in the Opportunities Module 6
  • 7. Using Tabs to Organize Record Views • Administrators can create tabs on a module’s record view to organize fields into groupings. 7
  • 8. Using Record Preview • Users have the option to preview a record’s details directly from the module list view or subpanel. 8
  • 9. Creating New Search Filters • Users can create new search criteria to allow for easy filtering in each Module list view. 9
  • 10. Using Subpanel Search • Users can search for related records using the subpanel search in the record view. 10