This week’s addon up for review is OrgChart. It’s a simple and effective way to easily view a chart of your organization. One feature that you may not fully utilize in SugarCRM, is the ability to set the “Reports To” field when editing a user. Without OrgChart, the “Reports To” doesn’t do all that much; but with OrgChart, you can have a nicely designed organizational chart for your entire company without any additional work. All you have to do is make sure you've set your users' "Report To" fields correctly to their supervising users. So if Max reports to Sarah, simply make sure Max's user has his "Reports To" field set to Sarah's user. Simple as that. Probably the coolest thing about OrgChart is that it’s only 99 cents! Buy it today, and you can have an organizational chart for your company in no time!
When you need to see important data immediately you don't want to have to go through the slow process of clicking through to different pages. With Quickpreview you can quickly display that related information on the same page without having to click around.
Outlook 365 and Sugar Integration
Make life easier by reducing the need to flip between apps. If you are using Outlook Web App, Outlook 2013, or Outlook 2016 connected to Office365 or Exchange Server 2013 then be sure to take advantage of this email and contact synchronization add-on. Smartly links emails to your Sugar records and k...
Find Duplicates BEFORE You Save! Instead of waiting until after you enter a new record's information to know if it's a duplicate, know after the first field if you're working on a duplicate. Say NO to redundant data! Improve your SugarCRM data quality by being prompted of duplicate values while ...
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