Show Notes:

In this Halloween Episode, we’ll explore

Amazon Web Services

Supported Platforms Page

Sugar Application Guide – Email Archiving

SugarCRM Mobile App

DocuSign Documentation

DocuSign website

License Types Matrix

In this episode, we'll explore what it means to manage users in Sugar. We also provide examples of how to track your user requests in Sugar and how to help your users use Sugar more easily.

Users, Teams, and Roles Help Articles

Show Notes:

In this episode, we discuss SugarClub with our special guest, Alex Nassi, SugarCRM’s Digital CX Operations Director. Alex discussed

He also shares his experience at a recent conference with other community managers. He encourages listeners to get involved in the SugarClub community and promotes creating your own communities within your organization. Contact SugarClub if you want help creating a community site at your organization (see email below).

Here are additional links discussed in this podcast episode for your reference:

SugarClub Update and Upgrade

SugarClub Help

Navigating the SugarClub Site

Community Quick Start Guide

SugarCRM Support Page Update

[email protected] to contact the SugarClub Team

Show Notes:

v. 13.1 Release Notes – Sell

v. 13.1 Release Notes – Serve

What to Expect When Upgrading to 13.1

Tile View Improvements Video

Dashboard Filtering Capabilities Video

Image of Pipeline Metrics Dashlet

Show Notes:

In this SugarU Admins Podcast, we discuss the biggest mistake an admin makes is… Not asking WHY. We answer why it is important and how it helps you as an admin better help your organization.

Show Notes:

This episode is for Admins hosting Sugar On-Prem or On-the-Cloud getting ready to upgrade to version 13.0 or Q2 2023 Release. We review what’s included in this release to help prepare yourself and your Sugar users for what’s changed.

Feature Disparity Between 12.3.0 and 13.0.x: For customers who are upgrading to 13.0.x from 12.3.0

Feature Disparity Between 12.0.x and 13.0.x: For customers who are upgrading to 13.0.x from 12.0.x

Installation and Upgrade Guide and Migration Guide

New Navigation Bar in Sugar Sell, Serve, and Enterprise v. 12.3

Reporting in Sugar Sell & Enterprise in the Q2 2023 Release

Show Notes:

In this episode, we review ten posts from SugarClub from last quarter that you don’t want to miss.  This episode will hopefully entice you to look at one or all of these post links listed below.

Social Club Event: All About Upgrades – SugarCloud & On-site – April 27 at 10:00 Am Eastern Time (US & Canada)

Developer Office Hours – Session 9 (April 5 @10 AM Eastern Time (US & Canada)

DevClub Calendar

SugarOutfitters Blog Post  - How to Reduce Sceen – Switching and Access Tickets Directly from Teams

Voice of the Customer: Prioritizing your product :: Marcch 2023

SugarClub’s Release Central

How to Leverage Custom Reports in Your Sugar Dashboard

Sugar Market Updates: A Sweet Release for Market Users – Release Update 23.4 – Report Filter Improvements

Virtual Round Table | Introducing Sugar 13.0 – Get more out of your Sugar Platform Webinar on April 19 @ 10 AM London Time

Virtual Chat: Get more value from your CRM with the new SugarCRM platform  | Spanish – April 18 @ 10 AM Madrid Time

Virtual "Round Table": Increase efficiency and transparency in your business processes with Sugar | German – April 20 @ 2 PM Berlin Time

Show Notes:

In this episode, we discuss the new changes in the Q1 2023 or version 12.3 release for Sugar Sell and Server. Wow! The User Interface looks so sweet! Listen for the additional resources available for this release, including the upcoming Release Week on SugarClub starting on January 23rd.

Release Notes for Sugar Sell

Release Notes for Sugar Serve

Link to Q1 2023 Release Week SugarClub page (available on January 23rd)

Show Notes:

In this holiday-themed episode, we discuss how to show thankfulness to your customers (an organization’s assets) and your valuable employees. Happy Holidays from SugarU!

Show Notes:

Presenting online to remote audiences requires different approaches and tools than those for delivering the same slides in person. This session will help you maximize your effectiveness when creating and delivering engaging presentations online to remote audiences.