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
– ...
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 mess...
Creating a Quote from a Revenue Line
Item
• Users can generate a Quote from one or more
Revenue Line Items:
– Revenue Line...
Using Tabs to Organize Record Views
• Administrators can create tabs on a module’s
record view to organize fields into gro...
Using Record Preview
• Users have the
option to preview
a record’s details
directly from the
module list view
or subpanel....
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
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7 Things You Didn't Know You Could Do With Sugar 7

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Sugar is one of the most used CRM applications on the planet. The application has spawned countless books, web sites, blog posts and tweets about interesting things one can do with the platform. This session will save you the time of trolling the web for interesting ideas about how to use Sugar and distill 7 of the coolest things you didnt know you could do with Sugar.

Published in: Software, Business, Technology
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7 Things You Didn't Know You Could Do With Sugar 7

  1. 1. 7 THINGS YOU DIDN’T KNOW YOU COULD DO WITH SUGAR 7 Brieanne Rowe Training Specialist SugarCRM @SugarCRMu #SugarCon
  2. 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. 3. 7 OVERLOOKED SUGAR 7 FEATURES
  4. 4. Setting up Multiple Dashboards 4 • Multiple Dashboards can be set up in the Home Page as well as in the Intelligence Pane
  5. 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. 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. 7. Using Tabs to Organize Record Views • Administrators can create tabs on a module’s record view to organize fields into groupings. 7
  8. 8. Using Record Preview • Users have the option to preview a record’s details directly from the module list view or subpanel. 8
  9. 9. Creating New Search Filters • Users can create new search criteria to allow for easy filtering in each Module list view. 9
  10. 10. Using Subpanel Search • Users can search for related records using the subpanel search in the record view. 10
  11. 11. QUESTIONS?
  12. 12. THANK YOU @SugarCRMu #SugarCon

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