Give Your Team Insight Into Freshdesk Tickets

Posted by on March 21, 2019
Using Freshdesk for your helpdesk? Then be sure to get visibility into your customers' tickets and exchanges from within Sugar. Arm your sales teams with all the information they need to be successful. Works on all versions of Sugar including Sugar 8 and also with On Demand. Read on to learn more.

SugarCRM Software Tech Partner of the Year

Posted by on March 18, 2019
We were excited to learn at this year's SugarCRM Partners Awards ceremony in Monterey, California that IT Sapiens, the makers of the very popular Analytic Report Tool Pro add-on, was named Software Technology Partner of the Year. A long time seller on SugarOutfitters, IT Sapiens has provided not only one of the best add-ons over the years, but also one of the best overall support experiences. They are great people who care about the success of every one of their clients. Well deserved Eva and the rest of the IT Sapiens team!

Trigger Recalculations Automatically For Specific Records

Posted by on February 20, 2019
When we originally released Background Updater records for all configured modules would be saved over and over. In some cases this caused delays in records being updated outside of the 24 hour goal. With the latest release we have addressed this along with adding finer control of the order of module processing. Read on to learn more.

How to Make Your Sales Management Dashboard Even More Powerful

Posted by on February 19, 2019
No doubt the Sugar CRM dashboard is a powerful tool for Sales Management where you can find specialized dashlets such as Pipeline or Forecast. These dashlets help to see the current state of sales, to analyze opportunities and quotes portfolios from different viewpoints. With drill down options it gives your the power to examine any diagram segments and instantly look into the details directly from dashboard. But what do you do if you look at the pipeline and want to analyze a sudden change? Read on to find out how.

Generate One-Off Docs or in Bulk With DocParser

Posted by on January 21, 2019
Generating one-off documents or en masse for a bulk send has just gotten a whole lot easier with DocParser. Works great for any type of hosting environment.

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