Top 5 No Code Required Configurations - Round 2

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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.

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  • I like the HTML warning message as used in demo_vert 6.x, I just tested it in 7.1.5 and it worked.I added a check box field labeled "Review Needed"then added a HTML field of the following:---------- html -----------------------<p><span style="font-family: mceinline; color: red; font-size: 14px;"><strong><span style="font-family: mceinline;">Please indicate that you've completed the Discovery phase by fully completing the previous tab before entering the Solution phase</span></strong></span></p>
  • Create a role for
  • Rename “Accounts” to “Companies”Rename “Leads” to “Prospects”
  • Top 5 No Code Required Configurations - Round 2

    1. 1. TOP 5 NO CODE REQUIRED CONFIGURATIONS – ROUND 2 Kim Miller Sr. Professional Services Consultant SugarCRM #SugarCon
    2. 2. Presentation Topics • 5 Configurations you can use – Use Case – Demonstration • Developer tools – Studio – Roles
    3. 3. 1 – Auto-populate Custom Fields during Lead Conversion • Issue – Custom field was created in the leads module; it should auto-populate the contact record after lead conversion • Resolution – Create identical fields in each module • Admin Tool Used: Studio – Custom fields
    4. 4. 2 – Display a Message for Users • Issue – Sales reps should see a message display for “management approval requires a 2-day lead time” if they check a “Review Needed” checkbox • Resolution – Create a HTML field dependent on the “Review Needed” checkbox being checked • Developer Tool Used: Studio
    5. 5. 3– Remove Field Viewing Rights for Specific Users • Issue – Sales Ops should be the only users to view an “Approval Notes” field entered by managers • Resolution – Create a role to restrict viewing rights to this field for “sales rep” users • Admin Tool Used: Roles – Field level permissions
    6. 6. 4 – Rename Sub-panels • Issue – Some of the Sugar nomenclature doesn’t match your company business terms • Resolution – Change the name of module(s) to meet your needs • Developer Tool Used: Studio
    7. 7. 5 – ScanBizCard • Issue – Sales is in the field constantly and wants an easy way to get contact data in the system • Resolution – Utilize the ScanBizCard app to use your mobile phone to get contact records in Sugar immediately • Tools Used: App & Mobile Phone
    8. 8. THANK YOU #SugarCon

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