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SugarCRM – User Tips for the List View

Written By: Cliff Ford on August 22, 2012 No Comment

SugarCRM Tips and Tricks for the List View

Sometimes CRM users get used to their workarounds. Then get excited when we explain that they can skip their workarounds because the features are already built in.

  • Wow, I didn’t think that was possible!
  • That tip will save me two hours each day!
  • That advice made the whole day worth it!

No, the above statements are NOT exaggerations! These are real quotes from our very satisfied “trainees”.

So here are a few tips for SugarCRM regarding the List View:

(1) In the top-right corner of each list view, the display indicates the size/number of the search results. But please realize that only 20 records will display at a time. Why? To speed up loading time. And we all love speed! To move forward, click the arrow to the right. To move backwards, hit the left arrow.

(2) Sort the list by any clicking on the header name. When you hover over a header, it becomes underlined. Then click it to sort.

(3) To add columns and save that view, simply create an Advanced Search and save it. Don’t be intimidated by the Advanced Search – it is one of SugarCRM’s most powerful and productive features. Once you understand it, you will use it each and every day.

(4) To select specific records on a list, simply use the checkbox feature on the left side of the list view.

(5) Once selected, you are able to do perform more tasks such as exporting, deleting, mass-updating, adding to target lists, emailing or mail-merging.

SugarCRM Video on List View Customization

SugarCRM Tutorial – Getting Started with Sugar Customization

 

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Locations for CRM Consulting and Training

We encourage you to sign up for our CRM Newsletter. We also suggest going directly to websites such as Microsoft CRM, SugarCRM, Saleslogix as well as Sugar CRM partners in your area. If you need assistance in finding the best CRM implementation partner in your region, please don’t hesitate to contact us. Simply fill out the form and detail your message in the “Message” field. We have CRM partners in all regions in the United States, including the following cities: Long Beach, California, Omaha, Nebraska, Virginia Beach, Virginia, Miami, Florida, Cleveland, Ohio, Oakland, California, Raleigh, North Carolina, Colorado Springs, Colorado, Tulsa, Oklahoma, Minneapolis, Minnesota, Arlington, Texas, Honolulu, Hawaii

 

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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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