How can I seperate scheduled calls, meetings and tasks from 'background' issues?

Hi! 

We currently are using SugarCRM Enterprise for sales, account management and customer support. 

We are a B2B software provider. I'd like to optimise my Sugar experience for my personal role.

We work in such a way that I convert leads to new bussiness and at the same time I am responsible for the account management and renewal of their contracts. 

I use the Sugar calendar quite a lot for scheduled meetings, calls and tasks, and that works like a charm. However, I can't seem to create an overview or workflow for myself where I can view and keep track of current 'issues' for specific accounts (wheter that be a client or lead), WITHOUT planning a call, meeting or task purely as a reminder for myself (so not as an appointment, for what it is actually intended). 

This clogs my calendar and is highly annoying. I'd like a separation between my calendar with only real planned meetings, tasks and calls on one hand, and on the other hand an overview of accounts where there is an issue or that needs focus on the background. 

Can someone help me to create this? Maybe share some tips? 

Thanks massively in advance!

Kind regards,


Ronnie 

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  • Hi Ronnie,

    Yea, thats annoying.
    And workflow wont work: we tried it out for ourselves some years ago

    But the good news is that no need to create anything custom.
    Because having both - overview of 'issues' and list of future todos in two hands is possible in Sugar with two addons

    Overview future efforts in one hand:
    Need ToDo Viewer (https://integroscrm.com/need-todo-viewer/) provides user with capability to configure feeds and overview all the planned efforts in a form of prioterized feed (both'n'separately - regular activities and just dates to control, e.g. licenses expiration dates, keeping your calendar clean from other activities but regular) per portfolio of Accounts/Leads/Contacts/ect as well as provide structure of such planned efforts.

    Overview and manage key events in other hand (prior performing any actions):
    TimeLine Viewer (https://integroscrm.com/timeline-viewer/) provides collecting key events that matter in terms of relationships (you call them 'issues') keeping your focused on them
    And it works for tracking per portfolio or records, e.g. Accounts.

    Drop me a line at dmytro.chupylka@integroscrm.com or skype me chupilka_dima and lets find time for demo this week

    All the best,

    Dmytro Chupylka
    VP consulting for Integros

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • If it is only for one Module (Accounts), why don't you define a custom reminder_date in studio for Accounts and then define a dashlet on the home page or where else which lists all Accounts sorted by the reminder_date? And by the way you could add another checkbox or dropdown which definies that there is an urgency or even the grad of urgency.

    Just try to customize your daily workflow by some new fields.  

    Harald Kuske
    Principal Solution Architect – Professional Services, EMEA
    hkuske@sugarcrm.com
    SugarCRM Deutschland GmbH

  • Hi Harald,

    Thanks a lot for your reply. It indeed only is for one module (accounts in this case). 

    As we are poorly informed regarding the possibilities with Sugar (in general, let alone our Enterprise version specific), I have not seen anything refering to 'studio' yet! 

    After some research, I believe this is due the fact I am not an admin -_- 

    Creating Dashlets etc. is no problem though. 

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