Email Archiving is a very handy service that came out with Sugar 6.3 that makes archiving email into your Sugar instance as easy as forwarding them to special email address unique to your instance. However, sometimes there are errors received when your administrators try to initially enable it.

This blog post explains the steps to take to ensure it is not your Sugar instance itself causing the issue

Introduction

The import function allows you to create and update multiple records concurrently or independently by bringing in data from other CRM systems, contacts managers, custom comma delimited files, or custom tab delimited files. Preparing your data is a critical preliminary step before importing.

Have you ever wished that there were quick ways of doing some of your common tasks in SugarCRM without having to use the mouse?
For example, would you like to be able to Edit a record without having to click the "Edit button", thus keeping your hands on the keyboard?

If you are using the Email Client within SugarCRM, you may want to create an automatic signature which will append to each email you compose.

This blog shows you how to achieve this in simple steps

One of the questions I was asked most as a result of my previous post SugarCRM How-To - Create a calculated field to count days until a date was "How can I calculate the number of days between two date fields?"

As a result, here is the answer:

With the latest editions of SugarCRM it's possible to follow twitter conversations and perform LinkedIn lookups from within the CRM without having to go the the relevant website.

Version 6.2 of Licensed editions of SugarCRM (Professional, Corporate, Enterprise and Ultimate) saw the option of creating custom Calculated Fields.

This post shows how to create a calculated field which will give a Total Commission Due based on the value of an Opportunity and a Commission percentage rate.

Since version 6.2, Licensed editions of SugarCRM (Professional, Corporate, Enterprise and Ultimate) now give the option to create Calculated Fields.

This post shows how to create a calculated field which will give a countdown of the number of days until a date stored in another field.

This post will explain how to make your custom person module work with SugarCRM campaigns in the same way the default modules work (Leads,Contacts,Prospects,Users,Accounts.)