7 THINGS YOU DIDN’T KNOW YOU COULD DO WITH SUGAR 7

Brieanne Rowe

Training Specialist

SugarCRM

@SugarCRMu #SugarCon

2

Agenda

• 7 Overlooked Features in version 7:– Setting up Multiple Dashboards – Adding Rich Content to Activity Streams– Creating a Quote from a Revenue Line Item– Using Tabs to Organize Record Views– Using Record Preview– Creating New Search Filters– Using Subpanel Search

7 OVERLOOKED SUGAR 7 FEATURES

4

Setting up Multiple Dashboards

• Multiple Dashboards can be set up in the Home Page as well as in the Intelligence Pane

5

Adding Rich Content to Activity Streams

• Users have the option to add external links, images, videos, and external messages (i.e. tweets, news articles) to their posts.

6

Creating a Quote from a Revenue Line Item

• Users can generate a Quote from one or more Revenue Line Items:– Revenue Line Items record view– Revenue Line Items subpanel in the Opportunities

Module

7

Using Tabs to Organize Record Views

• Administrators can create tabs on a module’s record view to organize fields into groupings.

8

Using Record Preview

• Users have the option to preview a record’s details directly from the module list view or subpanel.

9

Creating New Search Filters

• Users can create new search criteria to allow for easy filtering in each Module list view.

10

Using Subpanel Search

• Users can search for related records using the subpanel search in the record view.

QUESTIONS?

THANK YOU

@SugarCRMu #SugarCon