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Brie Rowe

  • Hi Brie, 

    We continue to build and develop our CRM for a brad range of teams. As we do this we spend a lot of time an effort creating test cases for our development and testing the functionality. Has anyone identified testing software or resources that help test workflows and functionality?

    Thank you, 

    Maria

  • Hello!

    I'm pretty new to Sugar CRM.

    I'll be attending my first Social club meeting in August 2024.

    Let me start from report building. I would like to learn reporting concepts.

    • Different kinds of report types - best suggestions based on the business use case
    • How to make template reports (OR) How to make an existing report as a template report
    • Other best practices to build export friendly reports

    Best regards,
    Gayathri