https://sugarclub.sugarai.com/docs_and_resources/Looking to expand your Sugar knowledge? Explore our in-depth documentation and other helpful resources!en-USTelligent Community 12https://sugarclub.sugarai.com/docs_and_resources/f/updates/8273/october-30-2025Thu, 30 Oct 2025 20:35:00 GMT5c521d64-519d-47a6-9065-134618b211bf:ab81a188-eb68-4cb4-88f0-55807e6fb988Dalton KocikHi everyone, and welcome to the Sugar Knowledge team’s quarterly round up! We’ve got some new, refreshed and relevant documentation to help make your Sugar experience even more sweet! Let’s start with some useful resources: Understanding SugarBPM Best Practices You asked and we delivered! Check this one out for tips on how to make your automations work for you. Dropdown Editor Dropdown management has never been better! Brush up on your skills here. Sales-i SugarCRM Integration Make Sugar smarter! Learn how to integrate with Sales-i. Editing Records via List View dashlets Close your eyes, tap your heels together three times, and think to yourself “There's no place like my home dashboard.” Edit records without ever leaving the comfort of your home dashboard with List View dashlets! Understanding Anchors on Landing Pages Learn how to leverage anchors in Sugar Market landing pages. We’ve also posted new quick tips since our last update: Inquiries in sales-i: A Great Way to Investigate Your Data Make Your Dropdowns Drop-Dead Gorgeous Copy User Settings in a Flash This quarter, we’re putting a spotlight on the “ Make your Dropdowns Drop-Dead Gorgeous ” quicktip. Check it out! That's all for now, but subscribe to the Sugar Documentation & Resources page for future updates. We post once a quarter with the latest documentation and tips, so you can stay up to date on what's buzzing at Sugar without your inbox being flooded!https://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/1019/copy-user-settings-in-a-flashWed, 22 Oct 2025 14:17:00 GMT5c521d64-519d-47a6-9065-134618b211bf:e9a0a830-3027-4929-a8d2-2bca0be2b6a9Haley WonWant to save time setting up new users in your Sugar instance? Look no further! The Copy User Settings tool is your trusty time-saving hero! With just a few clicks, administrators can apply locale settings across users, teams, and roles — getting everyone up and running in no time! To lean more about copying user settings, visit the User Management documentation.https://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/1018/make-your-dropdowns-drop-dead-gorgeousMon, 20 Oct 2025 11:10:00 GMT5c521d64-519d-47a6-9065-134618b211bf:308529d8-c6cd-4cc0-90ca-d8d0c5ef98f4Jamie RaffleWant your dropdowns to stand out? With dropdown value formatting, you can add colors, icons, and styles to make your choices pop and instantly recognizable. It’s a simple way to bring clarity and visual flair to your users’ experience. To learn more about formatting dropdown values, visit our Administration Guide .https://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/1017/inquiries-in-sales-i-a-great-way-to-investigate-your-dataFri, 17 Oct 2025 18:04:00 GMT5c521d64-519d-47a6-9065-134618b211bf:44878a13-271a-43e6-945b-a01521f97cc0Raye ClementeDid you know that sales-i inquiries can help you dive deeper into your data? When using inquiries in sales-i, start by picking one or two ‘bubble’ filters that best match what you want to find—like a customer, product, or date range. Run the inquiry, then click into rows or use the checkboxes to explore your results in more detail. You can sort, filter, and even export or share your findings right from the bottom of the screen! It’s a simple, flexible way to dig into your data and get quick answers without all the fuss! Learn more about Inquiries and all they can do in the Inquiries page of the sales-i documentation!https://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/1016/sales-iFri, 17 Oct 2025 17:48:00 GMT5c521d64-519d-47a6-9065-134618b211bf:b6391cca-5f22-4374-b228-af8769009d61Raye ClementeSee all sales-i quick tips. Make sure to join the sales-i group for more help and updates!https://sugarclub.sugarai.com/docs_and_resources/f/updates/8192/august-8-2025Fri, 08 Aug 2025 14:35:00 GMT5c521d64-519d-47a6-9065-134618b211bf:d2819728-6e19-438e-925b-d617381e6463Dalton KocikHi all, and welcome to another quarterly roundup of new, relevant, and refreshed documentation curated by your friendly neighborhood Sugar knowledge team! We’ve highlighted some resources that we think may be useful to you folks out there: SugarCRM’s Approach to AI It’s the future after all, so find out how Sugar is leveraging AI to make your future sweet! Understanding Clipped Emails in Gmail Don’t let “Gmail clipped my email” become the new “my dog ate my homework” with these tips. Report Chart Types Analysis paralysis? Know what report chart type to use in your reports. Troubleshooting Missing Results in Reports Your boss needs this report on their desk by Monday, so make sure it’s accurate! Show Distinct Report Results in Sugar Ditch the duplicates and drive decisions with distinct data! We’ve also posted new quick tips since our last update: Switching between products and versions in the docs Account Last Interaction Easily Access Module Reports Demystifying Field Types in Sugar Discover This quarter, we’re highlighting the Switching between products and versions in the docs quick tip, because what good is all this information if you can’t navigate the documentation like a pro? That's all for now, but subscribe to the Sugar Documentation & Resources page for future updates. We post once a quarter with the latest documentation and tips, so you can stay up to date on what's buzzing at Sugar without your inbox being flooded!https://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/1011/easily-access-module-reportsMon, 14 Jul 2025 18:04:00 GMT5c521d64-519d-47a6-9065-134618b211bf:bc2f88d1-da9c-4d13-aa15-4c742599737cHaley WonNeed to quickly access module (e.g., Accounts, Opportunities) reports in Sugar? Well, you're in luck because the View {Module} Reports option is just a click away! This option is available for certain modules in Sugar. So, to view reports for the Accounts module, simply access the Accounts module tab and select "View Account Reports". It's as simple as that! So, the next time you need to look at a module’s reports, don’t forget “View {Module} Reports”!https://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/1010/demystifying-field-types-in-sugar-discoverThu, 10 Jul 2025 19:15:00 GMT5c521d64-519d-47a6-9065-134618b211bf:9f79cc66-f48c-4501-8de3-aad92fb6d29eDalton KocikFields in Discover have a field type that denotes what kind of data is held in each field. These field types are signified by icons directly preceding the field name. Let's look at each icon and give an explanation as well as some common examples of each. Icon Field Type Description Example Fields String String fields hold text and alphanumeric values. In Sugar Discover, fields that have this type often get their values directly from your CRM instance. They may hold data like names of people, accounts, and opportunities. Account Name, Sales Stage, Assigned User Calculated String Calculated strings hold text and alphanumeric values, though they differ from standard string fields because they get their values as a result of a calculation that takes place within Discover. These calculations return text and alphanumeric values such as parsing the day of the week from a date, or the ID of a record. Day of Week, Forecast Category, Records Number Number fields hold numeric values. These values are often in the form of currency such as the likely value of an opportunity. These fields and their calculated counterparts are often used in the Metrics shelf to track values in reports. Likely, Best, Worst Calculated Number Calculated number fields hold numeric values. Calculated number fields differ from standard number fields because they get their number value as the result of a calculation that takes place within Discover. A prominent example is "AVG Deal Size," which takes the "likely" amount from your closed-won opportunities and provides the average amount of revenue gained between them. AVG Deal Size, Age, Record Count Timestamp Timestamp fields hold date values such as "Date Modified" and "Date Created". These fields can be added to the X-axis of a report, or as a filter to show historical changes in data. Timestamp fields can be further refined by their child fields: "Year," "Quarter," "Month," "Day," or simply display the entire date. Snapshot Date, Date Created, Expected Close Date Boolean Boolean fields hold a value that represents a binary state or condition. In other words, the conditions represent a choice between two options: true or false, on or off, active or inactive, 1 or 0. Discover often leverages these fields to classify report results. For instance, the boolean field "Closed Won," represents a binary choice; either your opportunity is in a closed-won state or it is not. Closed Won, Increased, Newhttps://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/1009/account-last-interactionWed, 25 Jun 2025 09:26:00 GMT5c521d64-519d-47a6-9065-134618b211bf:6a7d37d3-dec6-435c-9f9a-7a1a654c5491Jamie RaffleWhen was the last time we talked to that customer? Tired of digging through records to find that answer? Introducing the Last Interaction field in the Accounts module! It automatically updates with the most recently held call or meeting so you can see at a glance, and report on, the last time you spoke with your accounts! Learn more about Account Management in Sugar's Application Guide.https://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/1007/switching-between-products-and-versions-in-the-docsWed, 11 Jun 2025 13:25:00 GMT5c521d64-519d-47a6-9065-134618b211bf:193c166f-1c24-4527-95ad-834cfd5a808dBrenda RossettoWhen you land on a Sell, Serve, or Enterprise page in the documentation via search, it may not be quite the page you are looking for. Maybe it's for 14.0 Enterprise when you are using 25.1 Sell. Rather than start your search over or try to edit the URL manually, you should use the switcher in the Details panel available on every page! Not only does this tell you what this content applies to, it also lets you hop to different variations. Open the Product or Version dropdowns to change your selection and then click "Change Page" to immediately jump there. Hop to it!https://sugarclub.sugarai.com/docs_and_resources/f/updates/8101/may-9-2025Fri, 09 May 2025 20:21:00 GMT5c521d64-519d-47a6-9065-134618b211bf:f621ff07-76bb-44db-a8af-46163ff68d23Brenda RossettoWe have updated the Sugar Documentation & Resources page with new and old resources that are worth checking out. The following new quick tips have been added: Sharing doc links to specific sections (the new quick tip spotlight - there are even things to learn about the documentation itself!) Doc Merge, Now What? Save Time With Quick Create (Sugar Market) Introducing the new Package Builder & Deployer! Sending Welcome Emails in SugarIdentity And we are now featuring the following content at the top of the page: Creating Forms in Sugar Market Account Management to see the last time you interacted with an account Package Builder and Deployer , a brand new admin tool for sharing packages of configurations and customizations between instances Using Dashboard Filters , a very powerful feature that is easily missed Automatically Closing Cases on Customer Request using SugarBPM If you haven't already subscribed to Sugar Documentation & Resources , do it now! We only post once every few months with a roundup of some useful tips and content that will up your game.https://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/1004/sending-welcome-emails-in-sugaridentityFri, 09 May 2025 14:16:00 GMT5c521d64-519d-47a6-9065-134618b211bf:5f4022a1-ea96-4654-8337-53083c9c4ba2Haley WonWhen creating new users in SugarIdentity, the "Send email to user" option is available to send a welcome email at the time of creation. However, if you wish to configure the u ser's account and assign them to teams and roles first, then do not enable this option and use the Send Welcome Email option instead. So, once the user's account has been configured properly and is r eady to access, simply click the actions menu to the far right of the desired user's row, then select "Send Welcome Email"! For more best practices when creating users in SugarIdentity, check out the SugarIdentity User Management guide.https://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/1003/introducing-the-new-package-builder-deployerFri, 02 May 2025 16:27:00 GMT5c521d64-519d-47a6-9065-134618b211bf:c691f242-e032-4c33-b00e-af167ba048f3Raye ClementeHave you ever struggled with moving a customization from your development environment into production? With the new Package Builder and Deployer, you can easily move configurations and customizations from one instance to another. It's a powerful tool; you should understand it fully before using it. Please see the Package Builder and Deployer documentation for more information!https://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/1002/save-time-with-quick-createFri, 25 Apr 2025 15:43:00 GMT5c521d64-519d-47a6-9065-134618b211bf:8dfde64f-b826-4036-949d-1aeea5e6a327Nathaniel VincentDid you know you can quickly create a bunch of things in Sugar Market, from emails to forms, directly from the navigation bar? Accessing the quick create options for a module is a breeze. Let's create a form with just two clicks: From the navigation bar, hover over the Pages and Forms module. Click the three-dots menu. From the available options, click "Create Form". It's that easy!https://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/999/doc-merge-now-whatTue, 01 Apr 2025 14:17:00 GMT5c521d64-519d-47a6-9065-134618b211bf:bfff4404-5aa0-43f5-981a-31f7d4bc754fJamie RaffleYou have just used the Doc Merge feature and now you want to see your document. Did you know the fastest way to access your document is in the Doc Merge widget? Simply open the Doc Merge widget and click either the doc icon to download your merged document or "Document Ready" to navigate to the record in the Documents module. Learn more about Doc Merge in Sugar's Application Guide.https://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/905/is-anything-operand-in-reportsMon, 24 Mar 2025 15:47:00 GMT5c521d64-519d-47a6-9065-134618b211bf:460db26c-0ad9-4da5-974c-c8796b1a6729Brie RoweIf you use the Sugar Reports module often, we think the new "Is Anything" report filter operand is going to be a welcome addition! When used as a run-time filter, this operand allows you to effortlessly switch between filtering on a field and ignoring the field so that you only need one report to get the answers you need. "Is Anything" includes all field values, empty and not empty, so that the field is essentially ignored from the filter set. For example, you may start looking at a report that has the Sales Stage field filtered to only closed won opportunities. Switching the Sales Stage filter to "Is Anything" allows you to quickly see opportunities with any sales stage. Check it out in the Reports module today or watch this quick video to get a feel for how it works: youtu.be/AHT3RaFGZcshttps://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/997/sharing-doc-links-to-specific-sectionsThu, 27 Feb 2025 19:26:00 GMT5c521d64-519d-47a6-9065-134618b211bf:d861683f-585e-405b-beeb-f82c13ee86c6Brenda RossettoWhen you're sharing a link to the documentation, it's most helpful if you can share the specific section you're looking at, not just the top of the page. In Sugar's Support site , this is easy to do! When you scroll through a documentation page, your browser's address bar updates the URL to match the section you are viewing, so you can just grab the URL of wherever you are in the page at that time. If you prefer to make sure for yourself that the link goes to the right header, click the orange link icon that appears next to the section title when you hover. This forces the URL in your address bar to update to that specific section. Lastly, don't forget you can see where you are in the table of contents via the left navigation bar. The section you are currently viewing will be highlighted so you can find your place quickly. Happy reading and knowledge sharing!https://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/996/generalThu, 27 Feb 2025 19:16:00 GMT5c521d64-519d-47a6-9065-134618b211bf:87985c62-94bc-487a-8d0e-8ce3ec1d91a1Brenda RossettoSee all general Quick Tips that aren't specific to any one product and are relevant no matter which Sugar products you use!https://sugarclub.sugarai.com/docs_and_resources/f/updates/7941/february-7-2025-updateFri, 07 Feb 2025 19:58:00 GMT5c521d64-519d-47a6-9065-134618b211bf:d0e0d10e-0b0f-4ecd-9858-440d3500f276Raye ClementeHappy Friday! We've given another quarterly facelift to the Documentation and Resources section! We've highlighted some new content that we think may be useful to y'all: Understanding Sugar's Release Cadence Our CRM release cadence changed from quarterly to semi-annual! Sugar Connect User Guide The Sugar Connect User Guide got a nice facelift recently, and we want to show it off! Understanding and Optimizing Web Activity Tracking in Sugar Market Before this was documented, understanding Web Activity and Tracking was complicated in Sugar Market. We're proud to have public information to help marketers! Focus Drawers Focus Drawers have changed the way I use Sugar! Have you tried them yet? Here's all the documentation you need. Sugar Automate Sugar Automate has so many features I've never noticed before (I used to only archive emails!). Check out all the neat things it does! A number of quick tips have been posted since our last update Drag and drop modules on mobile Contextual documentation in Sugar Custom calculated fields in Sugar Discover SugarIdentity User Management Role Deploy Filters in the Sales and Service Console using Metric Tabs! The one we chose to highlight this quarter is Contextual Documentation in Sugar ! I always forget this exists, and it helped me when I was confused several times. Please b e sure to like and subscribe to the page for more updates in the future !https://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/995/deploy-filters-in-the-sales-and-service-console-using-metric-tabsMon, 03 Feb 2025 22:09:00 GMT5c521d64-519d-47a6-9065-134618b211bf:e6ab1e12-dc25-4dfd-ba90-33dc3ac019c1Raye ClementeDid you know you can use Metrics to create filtered views in the Sales and Service Consoles? Metric tabs can only be added and edited by an Administrator. When you add a metric tab, it appears in the sales or service console and filters a view automatically for the end user when clicked. If you want to learn more and deploy your own, check out the Console Management page in the Administration Guide