If you are using one of the licensed editions of SugarCRM (Professional, Corporate, Enterprise or Ultimate) you automatically receive the SugarCRM Office integration plug-ins for Microsoft Outlook, Word and Excel.

In order to use these, you will need to download them and install them on the computer that you use for that particular program.

If you have not yet installed the plug-ins, have recently acquired a new computer or have upgraded your Microsoft Office to a more recent version, you will need to install the correct plug-in in order to take advantage of the features.

See the instructions below on how to find and download the plug-ins

Since the launch of SugarCRM version 6.2, it has been possible for a dedicated Date Range search to be performed within the Basic and Advanced Search sections of modules.
This enhances the original month search previously given as a tip on our blogs by expanding it to search across more than one month or just a few days.

It has become apparent, however, that the date range search doesn't always appear to work straight out of the box.
In order to resolve the issue, follow the simple instructions below.

If you're using Internet Explorer 9 to access your SugarCRM system, it may be that you cannot add or edit an email address against Leads, Contacts or Accounts.

To resolve this issue, follow the simple instructions below:

So you just sent out your best ever mail campaign. SugarCRM has pulled the results back into your Campaign Status showing it went out to every recipient, yet there are no reads, no click-throughs and no useful data to go prospecting from. Did they actually receive the mail? If they did, was it simply deleted as soon as it arrived? Are you sure that you are doing everything you can to ensure that your all-important mail or newsletter campaign gets into your recipient's email box?

Are you finding issues whereby importing Contacts is failing to keep the relationship to the Account?

SugarCRM is very intuitive when it comes to the whole Import process.

Want to see a concise view of all correspondence you have had with a particular Lead, Contact, Account, Quote (Professional and Enterprise Only), Opportunity, Project, Case etc.?

Go to the relevant record and at the top of the History panel you will find a "View Summary" button.

Pressing this will result in a popup window appearing containing an historical view of all activities performed (calls, meetings, emails archived etc) for that particular record.

Want to create an opportunity, note, task, log a call or schedule a meeting at the same time as you convert a lead?

Simply tick the relevant box at the bottom of the Lead Conversion screen and you will be presented with the fields to fill in for the required activity.

Upon saving the Lead Conversion, the Contact and Account will be created, along with the associated item which will be automatically related to the new records.

This posting relates to SugarCRM Professional and Enterprise Editions only as Community Edition does not include a Quotes module.

If you are creating Quotes and Opportunities at the same time in SugarCRM, best practice is to create the Quote first and then use the "Create Opportunity from Quote" button.

The reason for this is simply that by doing this the Opportunity will automatically pull in a lot of information from the Quote (value, expiry date, title etc) which saves time by removing the need for double entry of information.

Want to add an RSS or Blog feed to your SugarCRM Home screen?

Simply click on "Add Sugar Dashlets" at the top right of the home screen and click on the Web tab.

Enter the URL of the RSS/Blog feed (e.g. www.sugaruk.co.uk/blog/feed) into the News Feed box and click Add. It will now appear on your homepage for you to drag where you want.