This session showcases some of our favorite configurations for Sugar administrators. You will learn key configurations in Studio and Workflow that can be applied to real use case scenarios. Please note that round 1 and round 2 will highlight different configurations.

1. TOP 5 NO CODE REQUIRED
CONFIGURATIONS – ROUND 2
Kim Miller
Sr. Professional Services Consultant
SugarCRM
#SugarCon

2. Presentation Topics
• 5 Configurations you can use
– Use Case
– Demonstration
• Developer tools
– Studio
– Roles

3. 1 – Auto-populate Custom Fields during
Lead Conversion
• Issue
– Custom field was created in the leads module; it
should auto-populate the contact record after lead
conversion
• Resolution
– Create identical fields in each module
• Admin Tool Used: Studio
– Custom fields

4. 2 – Display a Message for Users
• Issue
– Sales reps should see a message display for
“management approval requires a 2-day lead time” if
they check a “Review Needed” checkbox
• Resolution
– Create a HTML field dependent on the “Review
Needed” checkbox being checked
• Developer Tool Used: Studio

5. 3– Remove Field Viewing Rights for
Specific Users
• Issue
– Sales Ops should be the only users to view an
“Approval Notes” field entered by managers
• Resolution
– Create a role to restrict viewing rights to this field for
“sales rep” users
• Admin Tool Used: Roles
– Field level permissions

6. 4 – Rename Sub-panels
• Issue
– Some of the Sugar nomenclature doesn’t match your
company business terms
• Resolution
– Change the name of module(s) to meet your needs
• Developer Tool Used: Studio

7. 5 – ScanBizCard
• Issue
– Sales is in the field constantly and wants an easy way
to get contact data in the system
• Resolution
– Utilize the ScanBizCard app to use your mobile
phone to get contact records in Sugar immediately
• Tools Used: App & Mobile Phone

8. THANK YOU
#SugarCon