Top 5 Sugar Enhancements from W-Systems

Top 5 Sugar Enhancements from W-Systems

In this webinar, we showcased our favorite enhancements to help you work faster and smarter in Sugar, including:

- Color coding your records for easy sorting and filtering
- Immediately viewing a new record after saving it
- Enhancing Sugar’s out-of-the-box Reports Scheduler
- Viewing your reports data in Cluster Bar Charts
- Attaching documents and media files to your Sugar records

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W-Systems

July 29, 2020
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  1. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Top 5 Sugar Enhancements from W-Systems
  2. © W-Systems Corp. | www.w-systems.com Sarah Friedlander Garcia W-Systems sarah@

    w-systems.com Joe Hogan W-Systems jhogan@ w-systems.com Presenters
  3. © W-Systems Corp. | www.w-systems.com Top 5 Sugar Enhancements from

    W-Systems 1. Color Status Field 2. Save and View a Record 3. Enhanced Report Schedules 4. Cluster Bar Charts 5. Attachments Field
  4. © W-Systems Corp. | www.w-systems.com #1 – Colored Status Field

    Colored Status Field enables Sugar users to easily color code and filter records to see their status at a glance.
  5. © W-Systems Corp. | www.w-systems.com #2 – Save and View

    a Record Save and View a Record lets you view the newly created Sugar record instead of default to the module’s List View.
  6. © W-Systems Corp. | www.w-systems.com #3 – Enhanced Report Schedules

    Enhanced Report Schedules adds additional options, such as CC-ing and displaying the report in the email, when scheduling Sugar reports.
  7. © W-Systems Corp. | www.w-systems.com The Cluster Bar Chart dashlet

    allows Sugar users to display and compare up to 5 data series in the same chart. #4 – Cluster Bar Charts
  8. © W-Systems Corp. | www.w-systems.com #5 – Attachments Field With

    the Attachments Field, users can add documents or media files directly in a Sugar record.
  9. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    W-Systems Sugar Enhancements Live Demo © W-Systems Corp. | www.w-systems.com
  10. © W-Systems Corp. | www.w-systems.com Contact W-Systems and we can

    help you install and set up the 5 Sugar enhancements we presented. Email: sales@w-systems.com Get Started with W-Systems Enhancements Today
  11. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Q&A
  12. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Thank You!