Sugar User Group: Advanced Sugar Studio Administration

Aa16011fadc08150f36617c50e50a1c0?s=47 W-Systems
September 18, 2018

Sugar User Group: Advanced Sugar Studio Administration

One of our latest projects in development is wStudio, a modern and easy-to-use version of Sugar’s Studio that helps our admins spend less time in Studio and more time on critical CRM initiatives.

In this webinar, we demonstrated how we use wStudio to:

- Build and modify layouts directly from the record view in Sugar
- Efficiently drag and drop fields, rows, and columns
- Seamlessly manage huge numbers of custom fields and module relationships
- Easily suppress related module subpanels based on specific criteria

Aa16011fadc08150f36617c50e50a1c0?s=128

W-Systems

September 18, 2018
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  1. 1.

    © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Advanced Sugar Studio Administration September 18, 2018 Sugar User Group
  2. 2.

    © W-Systems Corp. | www.w-systems.com Katie Liesmann W-Systems kliesmann@ w-systems.com

    Bill Harrison W-Systems bharrison@ w-systems.com Presenters
  3. 3.

    © W-Systems Corp. | www.w-systems.com Agenda • Recap of Last

    User Group Webinar • SugarCRM and W-Systems Announcements • Sugar Resources & Training • Feature Topic – Advanced Sugar Studio Administration • Q&A
  4. 4.

    © W-Systems Corp. | www.w-systems.com Place your screenshot here Last

    User Group Meeting July 2018: Dropbox, Google Drive & OneDrive in Sugar Streaming Video Recording Link on our blog (July Archive) – Blog Post: Sugar User Group: Dropbox, Google Drive & OneDrive in Sugar – Webinar Archive: Sugar User Group: Dropbox, Google Drive & OneDrive in Sugar
  5. 5.

    © W-Systems Corp. | www.w-systems.com Sugar Releases: Sugar 8.0.1 •

    Available for On-Premise deployments of Sugar • Changes Include: – Updates to the Data Privacy enhancements added in Sugar 8 – Fixes to issues identified in previous versions • Release notes: https://www.w-systems.com/products/sugarcr m/releases/sugar-8.0.1/
  6. 6.

    © W-Systems Corp. | www.w-systems.com Sugar Releases: SugarCRM Mobile 6.2.0

    SugarCRM Mobile 6.2.0 includes the ability to create and edit quotes when accessing instances running Sugar 8.0 or higher. Release Notes: • SugarCRM Mobile 6.2.0 for iOS and Android
  7. 7.

    © W-Systems Corp. | www.w-systems.com Sugar Releases: SugarCRM Hint 4.1

    SugarCRM Hint 4.1 includes support for Sugar Summer ‘18 and addresses issues identified in previous versions. Release Notes: • SugarCRM Hint 4.1.0
  8. 8.

    © W-Systems Corp. | www.w-systems.com Sugar Releases: IBM Notes Plug-In

    2.3.0 • Core functionality has been streamlined to focus on syncing events and contacts, archiving emails, and linking Notes documents with Sugar records. • Release Notes: w-systems.com/ products/sugarcrm/releases/ sugar-plug-in-for-ibm-notes-2.2.0/
  9. 9.

    © W-Systems Corp. | www.w-systems.com Sugar Releases: MS Outlook Plug-in

    for Sugar 2.6.0 SugarCRM has officially released the version 2.6.0 of the Sugar plug-in for Microsoft Outlook. It includes the ability to create accounts for a contact with an unrecognized company name, a Mail tab in the configuration window, a Data Privacy category, and more. • Release Notes: https://www.w-systems.com/products/sugarc rm/releases/ms-outlook-plug-in-for-sugar-2.6.0
  10. 10.

    © W-Systems Corp. | www.w-systems.com SugarCon 2018: Las Vegas Hotel

    Rooms Booking Up! October 10th & 11th Las Vegas, Nevada Register here: http://wsyste.ms/ sugarcon-2018
  11. 11.

    © W-Systems Corp. | www.w-systems.com SugarCRM Resources • Sugar Resources

    by SugarCRM ⁃ SugarCRM Community: community.sugarcrm.com ⁃ SugarCRM Support Page: support.sugarcrm.com ⁃ Sugar University: university.sugarcrm.com/ ⁃ SugarCRM on YouTube: youtube.com/DiscoverSugarCRM • Sugar Resources by W-Systems ⁃ W-Systems Blog: https://www.w-systems.com/blog/ product/sugarcrm ⁃ W-Systems on Social Media: Facebook, Twitter, LinkedIn, YouTube) ⁃ W-Systems Resources: w-systems.com/resources
  12. 12.

    © W-Systems Corp. | www.w-systems.com eBooks & White Papers See

    all of our eBooks and White Papers on one page at: https://www.w-systems.com/white-papers/ Recent eBooks and White Papers include: • Your Sales Lead Process is Half-Baked. Learn a Better Way. • The Dynamic Duo: SugarCRM + Act-On Marketing Automation • Best Practices for CRM User Adoption • 50 Things Your CRM Should Tell You About Your Customers • Solving the Sales-Marketing Conundrum
  13. 14.

    © W-Systems Corp. | www.w-systems.com W-Systems R&D Why does W-Systems

    build add-on products? 1. To provide a free library of Sugar enhancements to our wCare customers 2. To leverage Sugar’s open architecture and create licensed, value-adding products
  14. 15.

    © W-Systems Corp. | www.w-systems.com wStudio: Advanced Sugar Studio Administration

    Your admin is your unsung CRM hero. We want them to spend less time on studio customizations and more time on CRM optimization. That’s why we’re building wStudio. wStudio provides a modern, user-friendly enhancement to Sugar’s Studio.
  15. 16.

    © W-Systems Corp. | www.w-systems.com wStudio: Feature Overview 1. Multi-column

    layouts (up to 6) 2. Conditionally suppress subpanels 3. Role based views 4. Edit directly from record view 5. Drag & drop design
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    © W-Systems Corp. | www.w-systems.com What Next? Sign-up to get

    notified when wStudio is released. www.w-systems.com/wStudio Have feedback? Send it to hello@w-systems.com