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SugarCRM Tutorial – Top 5 User Tips for Accounts and Contacts

Written By: Cliff Ford on August 11, 2012 No Comment

Brief Tutorial for managing Accounts and Contacts in SugarCRM

While a few CRM systems such as Sage ACT! are contact centric, most business CRM systems are better designed for working with Accounts rather than Contacts. Some CRM systems are stronger at E-mail integration, while others still are better at dealing with Activities and Histories.

Below are the top 5 tips for managing Accounts and Contacts within SugarCRM:

Tip #1 Record Navigator.

The Record Navigator in the upper right corner allows you to (a) see how many results your search has found and (b) navigate forwards and backwards while in the record Detail Screen without having to switch back to the List Screen.

Tip #2 My Items (List Screen only).

This button filters the results to show only the records that are officially “Assigned to” the user. Thus, although there may 1000 records in the system, and you have access to 400 of those records (by unchecking “My items”), your list will contain only 150 records if you check the box “My items”.

Tip #3 Copy to Contacts.

This button allows the user to copy the Address on an Account record to the associated Contacts. If your client tells you that they moved offices, rather than editing numerous contact records, the user only needs to edit the account record and then hit this button. Now that is efficiency!

Tip #4 Multiple E-mail Addresses.

SugarCRM allows the user to add multiple E-mail addresses. Users can also designate which address is Primary as well as whether an E-mail address has opted out or is no longer valid.

Tip #5 Copy Address from Left.

This Checkbox allows the user to easily copy the address without needing to re-type all the fields.

Managing Activities and Histories in CRM Systems

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About the author

Cliff Ford Author: Cliff Ford. CRM Solution Comparison has provided CRM cloud software reviews and evaluations for several years. Our staff of CRM certified partners implements, tests and uses the various systems discussed within this blog. We have created a number of excellent CRM comparison and evaluation tools that we provide our readers. Google

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