How-to add Campaign/Target List support for a custom person module in SugarCRM

This post will explain how to make your custom person module work with SugarCRM campaigns in the same way the default modules work (Leads,Contacts,Prospects,Users,Accounts.)

Daniel Cherrington's picture

Jonathan Stark - Social Experimenter or a Marketing Genius?

Jonathan Stark is currently running a very interesting Social sharing experiment. He has published his Starbucks card for anyone to download onto their smartphone, and is allowing people to buy coffee on him.

Mike Gee's picture

Using & Creating standard Reports in SugarCRM's reports module

This blog discusses how to create standard reports in SugarCRM using the built-in reports module. Use the Cross Module Reports module to view, create, and manage reports on Sugar modules.

Joe Bushnell's picture

How to create custom actions for your SugarCRM modules

You may find you need to define custom actions for one of your default or custom modules. Actions are a way of performing a task on a particular module and/or record.

In the past we have used custom entry points to achieve this; the difference with custom actions is that they can be created in an upgrade safe manner.

Daniel Cherrington's picture

SugarCRM Tip of the Day - Date Range Search not working

Since the launch of SugarCRM version 6.2, it has been possible for a dedicated Date Range search to be performed within the Basic and Advanced Search sections of modules.
This enhances the original month search previously given as a tip on our blogs by expanding it to search across more than one month or just a few days.

It has become apparent, however, that the date range search doesn't always appear to work straight out of the box.
In order to resolve the issue, follow the simple instructions below.

Mike Gee's picture

How to add custom buttons to SugarCRM listview items

This is a small customisation that we have had a few customers request in the past. It allows you add a custom button to each list view record to perform a particular action - in this case to add the ability to quickly create a call or meeting using an AJAX based pop-up dialogue.

Please note that the customisation described below is not upgrade safe, as the first part requires you to modify a core file. However, you may be able to replace this step in an upgrade safe way.

Daniel Cherrington's picture

SugarCRM Tip of the Day - Email address not visible in Edit view in IE9

If you're using Internet Explorer 9 to access your SugarCRM system, it may be that you cannot add or edit an email address against Leads, Contacts or Accounts.

To resolve this issue, follow the simple instructions below:

Mike Gee's picture

17 Questions you should ask Salesforce (dot com) if you are deciding between them and SugarCRM as your CRM solution.

If you are trying to come to an educated decision between Salesforce (dot com) and SugarCRM as your CRM solution, it's important that you get answers to the questions which they won't tell you unless you ask them directly. For this reason, you will find below a list of 17 questions which you should ask Salesforce before making that final decision.

Mike Gee's picture

SugarUK Become an IBM Business Partner

Enable I.T. Technologies (SugarUK) have today become an official IBM Business Partner.
With IBM's collaboration with SugarCRM Inc., we felt it important to associate ourselves with the brand in order to show our continued support of the SugarCRM platform, our partnership with SugarCRM and our belief in the partnerships being strengthened between SugarCRM Inc. and IBM to give integration with SugarCRM, Lotus Live, Lotus Notes and Domino servers.
As part of this partnership, we are looking forward to holding the Social Media and Social CRM Roadshow in London along with IBM and SugarCRM Inc. in Autumn 2011.

Mike Gee's picture

15 things not to share with your Social Network

Now that CRM is going Social and your activities are being streamed live into people's work lives, it's even more important to remember that you don't have to (and in some cases definitely shouldn't) share everything in your social media streams. For years we have been told Information Exchange is great and that knowledge shared is power. Whether it be Facebook, LinkedIn, Twitter, Google+ or any of the other online social systems, sometimes less is more. This not only reduces the amount of "noise", or social spam, which will blast across your friends, followers and connections screens, it also helps to protect your reputation, personal 'brand' and, sometimes, your job.

Mike Gee's picture