The project module was just released a few months ago. Does anyone have any nice training module for users? I want to training and I'm only finding old information.
Thank you, Sandy
Hi Sandy Sargent, the Projects module is actually quite old, and hasn't seen much in the way of new features for some time. It was unsupported in cloud editions of our product until 2 months ago. We began supporting it again officially, to make it easier for customers to transition from older versions of our product, onto the current cloud editions.
One of our partners developed this video a few years ago which takes you through the module: https://www.youtube.com/watch?v=Q7aiRWLxclk
Our product documentation (includes plenty of screenshots etc) can be found here: https://support.sugarcrm.com/Documentation/Sugar_Versions/12.0/Sell/Application_Guide/Projects/
Hi, I watched the video and it does look like it will be a good resource for our users. I guess I was thinking it needed to be newer with this release but if the functionality is the same the older one seems to work fine.
Thank you for your help. Sandy
Hi Sandy, most of our Sugar clients typically will create a new module using module loader to support how they want to use Sugar for managing projects. This way, it's a blank slate.
In some cases, coupled with the excellent Customer Journey Plugin, a new module built with module builder is a far better solution to trying to make the Projects Module work.
Out of 100's Sugar systems we've built for our clients - I don't think a single one has used the Projects module.
I hope this helps!
James - SUGABYTE