Sugarcrm tools and administration allow managers to quickly customize the Sugarcrm application to fit unique business demands. Change a field, tab or the layout with a simple drag-and-drop user interface in the Sugar Studio. Access Control Levels allow information to be shared or restricted based on user profile, role or team. Finally, extend Sugar Suite with hundreds of additional business modules with the Sugar Module Loader.
Impact
- Simple drag-and-drop user interface for easy customization
- Streamlined business processes to match business requirements
- Reveal information based on user role and profile
- Add additional modules based on your company needs
- Integrate Sugar Suite across multiple core systems
Sugar Studio offers a single location for customizations of Sugarcrm. Administrators can migrate standards and custom fields from third-party CRM systems to Sugarcrm. Users can also configure tabs, custom fields and dropdown menus across Sugar Modules. Sugarcrm portal capabilities allow administrators to add additional web pages to be displaced in a new tab so employees have all the information they need in a single place.
Impact
- Create custom fields to capture important business information
- Modify existing fields and layouts to meet business demands
- Integrate third-party web sites into Sugarcrm
- Migrate custom fields from other CRM systems into Sugarcrm
Importing Custom Fields
In addition to standards fields, Sugar Studio allows administrators to map and import custom fields from other CRM systems into Sugarcrm.
Layout Editor
Customize Sugar layout based on individual business needs. Hide fields that are not important and add custom fields.
Field Editor
Add, remove, and modify standard and custom fields, change layout fields and alter panels across the application.
Portal
Reveal third-party web sites within Sugarcrm tabs.
Sugarcrm access control levels allow information to be shared or restricted based on user profile, role or team. Ensure that general information is shared and ensure confidential information is protected.
Impact
- Ensure information integrity by controlling edit privileges
- Protect confidential information within the organization
- Reveal general information across the company
Role Management
Define what a user can view based on role within the organization.
Edit Privileges
Define read-write and edit permissions based on user role.
The Sugarcrm Community has developed hundreds of module extensions for Sugarcrm. With Sugarcrm Module Loader, companies can easily install these extensions into the Sugarcrm application to get the most out of your CRM system.
Impact
- Extend Sugarcrmfunctionality based on business need
- Choose from hundreds of different projects across a broad range of categories
- Automated installation of new modules for quick deployment
Language Support
Sugar Suite supports 24 language packs that can be installed and used on a single application.
Advanced Functionality
Module Loader supports extensions for existing projects and new functionality such as Knowledge Management and Presence Awareness.
