Post on 07-May-2015
description
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
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Setting up Multiple Dashboards
• Multiple Dashboards can be set up in the Home Page as well as in the Intelligence Pane
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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