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  • “Hidden” Features Series: Unleash the Power of Contextual Report Dashlets in SugarCRM!

    Katie Moss
    Katie Moss
    Hey there, SugarCRM enthusiasts! Welcome to the fourth SugarClub installment of our "Hidden Features" series. This ongoing series covers less commonly known features in Sugar Sell and Sugar Enterprise. Please reach out if you have suggestio...
    • 12 Sep 2023
  • 13.2 Sell & Serve Release: Major Updates to Our Timeline Feature!

    Katie Moss
    Katie Moss
    By now you may have heard about Sugar's Timeline feature or maybe even used it yourself! This helpful dashlet gives the user a 360-view of sales, customer service, and marketing activities for a specific customer or prospect. In this article, we&...
    • 24 Aug 2023
  • Sugar Sell Q3 2023 is Live

    Zac Sprackett
    Zac Sprackett
    SugarCRM is excited to announce the release of Sugar Sell Q3 2023. This update highlights some of the key enhancements in this release of Sugar Sell. Visit the Q3 2023 page in Release Central to find everything ...
    • 18 Jul 2023
  • Enhanced Forecasting Out-of-the-Box Visualizations: a Comprehensive Guide

    Katie Moss
    Katie Moss
    We've recently posted about our fantastic reporting and analytics capabilities available with Enhanced Forecasting, part of Sugar Sell Premier. Now, we're pulling out all the stops and introducing you to all the available out-of-the-box visualization...
    • 14 Jul 2023
  • Standard vs. Enhanced Forecasting in Sugar Sell & Sugar Enterprise

    Katie Moss
    Katie Moss
    If you've heard the buzz about Sell Premier's Enhanced Forecasting capabilities, you may be asking, "What exactly does that include?", "How is it different from standard forecasting in Sell Advanced/Enterprise?" or even &q...
    • 10 Jul 2023
  • “Hidden” Features Series: Enhanced Forecasting Use Cases for Sales Reps, Sales Managers, and Executives

    Katie Moss
    Katie Moss
    Welcome to the third SugarClub post installment of our "Hidden Features" series. This ongoing series covers less commonly known features in Sugar Sell and Sugar Enterprise. If you have suggestions about a feature/capability we should showca...
    • 10 Jul 2023
  • Fantastic New Sell Features (and a Module Rename!) – Q3 2023 Updates

    Katie Moss
    Katie Moss
    Things are heating up here in New Orleans (where I live). With "feels like" temperatures regularly in the 115-degree Fahrenheit (~46 degrees Celsius) range, it seems we're in for a long and steamy summer. But the summer temperatures are...
    • 7 Jul 2023
  • Important information regarding the Sugar Plug-in for Microsoft Outlook and Sugar Plug-in for Microsoft Word

    Club Concierge
    Club Concierge
    Attention: Users of Sugar Plug-ins for Microsoft Outlook and Microsoft Word Please take a moment to review Outlook & Word Plug-ins Will Reach End of Support June 2024 for information regarding the future of these two plugins and the opt...
    • 6 Jul 2023
  • “Hidden” Features Series: Sugar Sell & Enterprise – Purchases & Purchased Line Items

    Katie Moss
    Katie Moss
    Welcome to the second installment of our “Hidden Features” series for Sugar Sell & Sugar Enterprise. This ongoing series covers less commonly known features in Sugar Sell and Sugar Enterprise. If you have suggestions about a feature/c...
    • 23 Jun 2023
  • “Hidden” Features Series: Sugar Sell & Enterprise – Copying Content & Settings for Admins

    Katie Moss
    Katie Moss
    This post is the first of an ongoing series of less commonly known features in Sugar Sell and Sugar Enterprise. Please reach out if you have suggestions about a feature/capability we should showcase next! We’d love to hear from you. Did you kno...
    • 2 May 2023
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