Save Your Team Countless Hours. SugarChimp syncs your lists in both directions so you can work in your preferred app. Segment and group your Mailchimp subscribers based on Sugar data so you can market to the right people at the right time. Compatible with all versions and editions of Sugar and SuiteCRM. Created by Fanatical Labs, 2023 SugarCRM Partner Award Winner.
#3387 - SugarChimp Dashlets
Hi there,
We have a client who has just implemented SugarChimp.
We notice that the Mailchimp Campaign Summary Dashlet (available on Sugar's Home dashboard) displays all activity, and may not be suitable for those organisations that wish to keep that information within their relevant teams
Have you come across any method to restrict the information or access to this particular dashlet?
Many thanks,
David redk
-
"We are currently trialing SugarChimp and the process to install it was so easy! Heidi was more than happy to get on a call with me to help me through ..." - ericabaker
Read More Reviews
- Most Recent Love from Users
melissa- Westcoat
- Mark Westerhoff
- danielolivas
- kgm
- Evolution Marketing
6 years ago
Hello David,
Thanks for reaching out. We do not have a method of restricting access to that dashlet. However, it will not appear on User's home pages, unless they manually edit and add the new dashlet.
Additionally, the latest Sugar 7.10 release includes a dashboard deployer which might be helpful in automatically setting up each Teams' dashboards, without them manually doing so.
Is there anything else I can help with at this time?
Thanks, Jon
6 years ago
Having said that, if this is something the client absolutely needs, we can looks at customizing SugarChimp to add this feature for a one-off fee. Let us know if this is something they would be interested in.
Thanks again!
6 years ago
Hello David,
Are you interested in exploring a customization to keep that dashlet limited to certain teams or roles within Sugar? If not, is there anything else I can help with in regards to this issue?
Cheers! Jon
6 years ago
Hi Jon,
Thanks for your response, my apologies I haven't been able to get back to you so far
We remain a little concerned that regular users, especially those with heavy restrictions and perhaps not even a part of the marketing team, can access the MailChimp's Campaign Summary which hopefully you can see an issue with!
I don't believe we'd be looking to customise the connector (at this stage, anyway) , but thank you for your response!
Best,
David
6 years ago
Hello David,
I understand where you're coming from. Could you possibly explain how you would choose to limit access to these dashlets? Would it be team-based?
We currently do not have this feature requested enough to warrant development, but if that changes down the road, I would certainly appreciate your input.
Best Regards, Jon
6 years ago
Hello David,
I'm going to close this case out for now, but if you have any additional feedback on how this feature could work, that would be helpful for us when we can implement some form of restrictions on our dashlets.
Best Regards, Jon