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Easily Manage Calendaring and Work Schedules in SugarCRM

Posted by on July 12, 2021

Highlevel Overview

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.

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Key Benefits

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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Compatibility

  • Sugar Sell, Serve, Enterprise, and Professional products
  • Versions 9.0 and higher
  • Hosted in SugarCloud or on-site

Upsert founded by former SugarCRM support experts

Upsert co-founders Jerry Clark and Chris Raffle have worked a collective 20+ years in the CRM industry, specifically (and previously) for SugarCRM. During that time, they were dedicated to building a global team focused on providing unparalleled customer experiences through empathetic service and technology-driven solutions. Today, Jerry and Chris run Upsert to develop smart solutions for businesses that either optimize existing systems and processes, or infuse new tools and concepts. This experience is an added bonus when it comes to having peace of mind for purchasing SugarCRM-compatible add-ons.

To learn more about this solution, go to Upsert Calendar or search for "calendar."