7 Things You Didn't Know You Could Do With Sugar 7
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Transcript of 7 Things You Didn't Know You Could Do With Sugar 7
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7 THINGS YOU DIDN’T KNOW YOU COULD DO WITH SUGAR 7
Brieanne Rowe
Training Specialist
SugarCRM
@SugarCRMu #SugarCon
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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
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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.
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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
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Using Tabs to Organize Record Views
• Administrators can create tabs on a module’s record view to organize fields into groupings.
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Using Record Preview
• Users have the option to preview a record’s details directly from the module list view or subpanel.
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Creating New Search Filters
• Users can create new search criteria to allow for easy filtering in each Module list view.
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Using Subpanel Search
• Users can search for related records using the subpanel search in the record view.
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QUESTIONS?
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THANK YOU
@SugarCRMu #SugarCon