Upsert® Calendar lets you see the events from all SugarCRM activity modules plus your custom modules in one calendar! Enjoy better shared calendar views by selecting the users, teams, and/or roles that matter to you, and see your complete activity lineup in agenda view. You can even manage employee shifts in scheduling mode.
Calendaring and work schedules made easy
Upsert® Calendar is a comprehensive SugarCRM calendar and shift-schedule solution that works with Sugar's native calls, meetings, and tasks, plus your custom event modules.
Enjoy true collaborative capabilities with shared calendar views that let you select the users, teams, and/or roles that you want to see. Users will be able to log all-day events like PTO and training, quickly compare availability for colleagues across all activity types, and schedule team meetings on the fly. Upsert Calendar even lets you build and maintain team and individual shift schedules for a true, 360-view of everyone's availability.
All of your activities, all in one place
Create, display, and compare events from your own custom activity modules alongside Sugar's native calls, meetings, and tasks.
Quickly scan your upcoming activities
Switching to agenda view will let you see an easy-to-consume linear view of all your activities, so you can plan your day in a snap.
Set up team meetings on-the-fly
View the events for everyone that you want to see on one calendar - add any combination of individual users, teams, and roles. Find an open time slot and then add them all to a meeting with one click.
Manage shifts and employee work schedules
Upsert's calendar solution also lets you set and manage employee work schedules. With visibility across all of your activity modules and the ability to designate unavailable times, setting up shifts is easier than ever.
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Upsert® Calendar is compatible with:
- Sugar Sell, Serve, Enterprise, and Professional products
- Versions 9.0 and higher
- Hosted in SugarCloud or on-site
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