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  • Resizable Columns for Renewals and Service Consoles

    Alex Nassi
    Alex Nassi
    Thank you, Haley Won , for a great Quick Tip, "Resizable Columns for Renewals and Service Consoles" As of the Q1 2023 release of Sugar , you can now resize the column widths in the Renewals and Service Console’s list views per your viewing preference…
    • over 2 years ago
    • Sugar Documentation & Resources
    • Quick Tips
  • Recent Updates to the Sugar Mobile Calendar

    Alex Nassi
    Alex Nassi
    Thank you, Brenda Rossetto , for sharing another helpful Quick Tip, Recent Updates to the Sugar Mobile Calendar ! Sugar's calendar recently received an overhaul, but you may not have realized that the mobile app got its own calendar shortly before…
    • over 2 years ago
    • Sugar Documentation & Resources
    • Quick Tips
  • Send Scheduled Report as CSV

    Alex Nassi
    Alex Nassi
    Thank you, Lydia Manger , for sharing another helpful Quick Tip, Send Scheduled Report as CSV ! If you have ever scheduled a report to be sent as a PDF and wished there was an option to send it as a CSV instead, you're in luck! Sugar Q1 2022 introduced…
    • over 2 years ago
    • Sugar Documentation & Resources
    • Quick Tips
  • Affecting User Access Rights & Permissions Using Sugar Logic

    Alex Nassi
    Alex Nassi
    Thank you, Jamie Raffle , for sharing this new Quick Tip! Learn how to change what users can see and do based on the individual logged-in user! Sugar Logic's currentUserField() function lets you evaluate a user's profile fields. For an example use case…
    • over 2 years ago
    • Sugar Documentation & Resources
    • Quick Tips
  • Upload Attachments Directly to Cases with the New Attachments Field

    Alex Nassi
    Alex Nassi
    Thank you, Brenda Rossetto , for sharing this new Quick Tip! When you want to attach files to a case, adding a note to the case has just been "the way things work" in Sugar for a very long time. Starting in Sugar 11.2, you can now attach files directly…
    • over 2 years ago
    • Sugar Documentation & Resources
    • Quick Tips
  • Action Button Example Use Cases

    Alex Nassi
    Alex Nassi
    The recent Q3 2021 release of Sugar Sell , Sugar Serve , and Sugar Enterprise , as always, introduced plenty of exciting new features to enhance the Sugar experience. One such feature, Action Buttons , can be added to records to enable users to perform…
    • over 2 years ago
    • Sugar Documentation & Resources
    • Quick Tips
  • Reordering Subpanels in Sugar

    Alex Nassi
    Alex Nassi
    When helping a customer, trying to make a sale, or generally trying to get everything done during a busy day, every second counts. Quickly and easily accessing any data you need in Sugar can save you valuable seconds or minutes while working with a customer…
    • over 2 years ago
    • Sugar Documentation & Resources
    • Quick Tips
  • Staying up-to-date on Sugar's release updates

    Alex Nassi
    Alex Nassi
    If you're familiar with Sugar's quarterly release cycle , then you have probably had experience with some of the major improvements that are introduced to Sugar Sell, Sugar Serve, Sugar Enterprise, and Sugar Professional on a quarterly or annual basis…
    • over 3 years ago
    • Sugar Documentation & Resources
    • Quick Tips
  • Making Straight Lines in SugarBPM

    Alex Nassi
    Alex Nassi
    Brenda Rossetto continues to share more great tips to help make using Sugar even easier. Being a member of the team that manages all of the documentation on the Sugar Support Site , she has a unique view of many details about using Sugar. This week, SugarBPM…
    • over 2 years ago
    • Sugar Documentation & Resources
    • Quick Tips
  • Keyboard Shortcuts in Sugar

    Alex Nassi
    Alex Nassi
    This week's tip comes from Sugar's John McCrea , CX Specialist. Click here to learn some quick keyboard shortcuts to speed up your selling.
    • over 2 years ago
    • Sugar Documentation & Resources
    • Quick Tips
  • Tips for Personalizing Your View of Sugar

    Alex Nassi
    Alex Nassi
    Each Sugar Sell, Sugar Serve, and Enterprise user has the ability to personalize their view of Sugar. This short video shows you how to make Sugar your own through some quick and easy changes:
    • over 2 years ago
    • Sugar Documentation & Resources
    • Quick Tips