https://sugarclub.sugarai.com/engage/banking-finance/en-USTelligent Community 12https://sugarclub.sugarai.com/engage/banking-finance/f/discussions/8272/sugar-automate/33742Thu, 05 Mar 2026 19:15:00 GMT5c521d64-519d-47a6-9065-134618b211bf:8b838f47-50cc-46c1-8af6-307e0c04fdf9Vincent Amarihi Mathew Caron Hope you don't mind if I suggest a review of our nexaFin addon to help provide some ideas for you. https://ambitsoftware.com/products/nexafin-crm-for-banking/ Best wishes,https://sugarclub.sugarai.com/engage/banking-finance/f/discussions/8272/sugar-automateThu, 30 Oct 2025 17:32:00 GMT5c521d64-519d-47a6-9065-134618b211bf:2b9ff097-87ba-4fd2-a3fb-7c6137cedf4aMathew CaronWe are a community bank with about 210 employees. 160 of them use the CRM. We do not currently use sugar automate. Most of our service request (we call them work orders) are either too simple or we have designed a BPM. I was wondering if anyone had a good example of the best use of a service request that is the perfect fit for Automate and why. I know I could build any of these in Automate but I am looking for something that fits better here than anywhere else, and why. If you have any related thoughts, opinions, or stories I would love to hear them as well! Thank you all for your replies. I am hoping for an answer, but also a good discussion. I would love for the banking group to get more active and help each other with ideas and answers! Mathew Using Sugar Sell Premier cloud based.https://sugarclub.sugarai.com/engage/banking-finance/f/discussions/5981/loan-calculator/28086Tue, 24 Jan 2023 23:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:0b8dc5cf-bf35-475a-9adf-050f24be2125Diana FloresHi Adam, Thank you!! I really appreciate all the information you provided!https://sugarclub.sugarai.com/engage/banking-finance/f/discussions/5981/loan-calculator/28048Fri, 20 Jan 2023 04:52:00 GMT5c521d64-519d-47a6-9065-134618b211bf:e94d838d-52ac-4893-83a5-13e689aab8c5Adam FrankHi Diana Flores , I've done something like this before in the Leads and Opps module in order to help size/qualify prospects in retail banking environments. First step is to break down all the inputs - use something like https://www.bankrate.com/loans/personal-loans/how-to-calculate-loan-payments/ to point all the questions (fields) that your loan officer would capture from a user (or some might have been prepopulated from web form submissions) That same site also gives you the formula - which you can use SugarLogic with. This is likely to become relatively complex - so from a best practice pov, I'd often use hidden fields to capture the components of the formula. Two other learnings I had: End users (your customers' customer) are used to doing this on the web, e.g. https://www.commbank.com.au/digital/home-buying/calculator/home-loan-repayments - where they get instant answers and often pretty graphics to go with. Sugar doesn't do that. The above is all internal staff facing. Your customer (and indeed, lots of teams) use Excel to calculate this internally when on the phone etc - e.g. https://support.microsoft.com/en-us/office/using-excel-formulas-to-figure-out-payments-and-savings-11cb708f-c137-4ef8-bcf3-5137aaeb4b20 - whatever you design within Sugar will be compared to this in terms of usability Hope this helps! Adamhttps://sugarclub.sugarai.com/engage/banking-finance/f/discussions/5607/tag-editor/28044Thu, 19 Jan 2023 22:38:00 GMT5c521d64-519d-47a6-9065-134618b211bf:e39ebe8e-b757-4e77-b534-f879f5aea9a1Adam FrankHi Billy Birdzell , yes, this is possible. For example, if your Sugar instance is birdzell.sugarondemand.com, you can visit https://birdzell.sugarondemand.com/#Tags . This will give you a List View of Tags, and my recommendation is to select checkboxes for the typos and the correct spelling, and then Merge the records - that will ensure that you both remove the typos and re-tag the records with the correct one. I would strongly recommend using the merge feature because I find it faster than going into a Tag, and manually retagging individual Accounts and Leads etc. If you don't retag (whether manually or using the Merge feature), then deleting the Tag means those Accounts/Opps/etc will lose the Tag altogether, and you may find it harder to find them. This is similar in principle to how you might manage removal of options from a dropdown - always ensure the records have a valid value before removing the dropdown value. Hope this helps! Adamhttps://sugarclub.sugarai.com/engage/banking-finance/f/discussions/5981/loan-calculatorMon, 31 Oct 2022 15:35:00 GMT5c521d64-519d-47a6-9065-134618b211bf:8291bb30-9faa-4955-a2dc-a21838d250e3Diana FloresHi group, Is there anyone that has used a Loan Calculator with SugarCRM? If so, can you provide some information! ThanksLoan Calculatorpluginadd-onhttps://sugarclub.sugarai.com/engage/banking-finance/f/discussions/4534/welcome-to-the-banking-finance-group/27268Fri, 16 Sep 2022 11:54:00 GMT5c521d64-519d-47a6-9065-134618b211bf:2dc1361a-45b7-46d9-98a5-3c2013c51adaMathew CaronHow do you use Householding or the account, contact, financial account relationships in your bank? We use a Fiserv Premiere core, and are primarily using the CRM with existing customers, not as a sales/leads tool. We are wondering if other banks are using householding for existing customers and how they have their structure? I would love to start this discussion if any other banks have thoughts or advice!https://sugarclub.sugarai.com/engage/banking-finance/f/discussions/5607/tag-editorTue, 03 May 2022 15:10:00 GMT5c521d64-519d-47a6-9065-134618b211bf:8149f98d-a4b8-428d-88a9-463247839b3aBilly BirdzellHi Everyone, Is there a way to see all of the tags in SugarCRM and delete those that may have typos or we no longer use so that they no longer appear in auto-complete?tagshttps://sugarclub.sugarai.com/engage/banking-finance/f/discussions/4829/anyone-using-sugarcrm-for-venture-capital/25319Mon, 08 Nov 2021 13:53:00 GMT5c521d64-519d-47a6-9065-134618b211bf:8cef04bc-aa43-423b-9ae6-7a0ef0d74ba6Ram Kumar LKHi Kimberly, We have implemented SugarCRM for a Venture Capital company sometime back. Also we have created a standard template of features for Venture Capitalist companies Let us connect to exchange ideashttps://sugarclub.sugarai.com/engage/banking-finance/f/discussions/4829/anyone-using-sugarcrm-for-venture-capital/23788Tue, 08 Jun 2021 07:49:00 GMT5c521d64-519d-47a6-9065-134618b211bf:bda7a6b7-6465-45e9-bc97-3d86de8be32aAndrew YeatesHi Kim, we've added some new logos and nice features in this space recently. I'd check in with your Customer Success Manager and see if they can help connect you with others and show you some new features - also check out Sugar Connected that starts tomorrow (9th June) in the USA. It's free! sugarclub.sugarcrm.com/.../tune-in-sugarconnected-2021-regional-customer-event-serieshttps://sugarclub.sugarai.com/engage/banking-finance/f/discussions/4829/anyone-using-sugarcrm-for-venture-capitalFri, 04 Jun 2021 15:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:bef7b386-ea1d-462f-9fe0-54a82e11309eKimberly WolfeHi everyone- My agency has been using Sugar for close to 10 years now. We've added lots of modules/customizations to our instance so we can use it to track our leads and funding. Any of you also use the system similarly? Would like to connect to another similar use case to hear what you did. Thanks, Kimhttps://sugarclub.sugarai.com/engage/banking-finance/f/discussions/4534/welcome-to-the-banking-finance-groupTue, 02 Mar 2021 22:09:00 GMT5c521d64-519d-47a6-9065-134618b211bf:98b6d022-1c42-4779-b9c5-2c9eb4752ac3Jana FergusonHi there, User Groups are here and we couldn't be more excited! This has been a big request from customers, partners, and employees alike, and we're happy to announce it is finally here. However, for user groups to be a success the most important thing we need is you, our users. You are what brings SugarClub to life each and every day, and the discussions and questions that you post here will become resources for users in the future. The Banking & Finance industry has some unique needs and who better to discuss them with than others in your industry who are facing the same questions. Share successes you have had or challenges your are facing. Give advice and seek it. Tag others in your posts. This group is here for you!https://sugarclub.sugarai.com/engage/banking-finance/f/discussionsFri, 26 Feb 2021 23:27:00 GMT5c521d64-519d-47a6-9065-134618b211bf:bd307e89-7986-4838-a8b2-58c164c768dahttps://sugarclub.sugarai.com/engage/banking-finance/Thu, 18 Feb 2021 00:31:00 GMT5c521d64-519d-47a6-9065-134618b211bf:4271d6b2-153c-4691-a765-8179ef44f5eb