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<?xml-stylesheet type="text/xsl" href="https://sugarclub.sugarai.com/cfs-file/__key/system/syndication/atom.xsl" media="screen"?><feed xmlns="http://www.w3.org/2005/Atom" xml:lang="en-US"><title type="html">Social Club Recaps</title><subtitle type="html" /><id>https://sugarclub.sugarai.com/social-club/b/blog/atom</id><link rel="alternate" type="text/html" href="https://sugarclub.sugarai.com/social-club/b/blog" /><link rel="self" type="application/atom+xml" href="https://sugarclub.sugarai.com/social-club/b/blog/atom" /><generator uri="http://telligent.com" version="12.1.4.25057">Telligent Community (Build: 12.1.4.25057)</generator><updated>2025-03-28T13:54:00Z</updated><entry><title>Sugar Reporting – March 2026</title><link rel="alternate" type="text/html" href="https://sugarclub.sugarai.com/social-club/b/blog/posts/sugar-reporting-march-2026" /><id>https://sugarclub.sugarai.com/social-club/b/blog/posts/sugar-reporting-march-2026</id><published>2026-03-13T18:45:00Z</published><updated>2026-03-13T18:45:00Z</updated><content type="html">Explore SugarCRM reporting tips, filter tricks, dashboard insights, and real-world use cases from March 2026 Social Club.(&lt;a href="https://sugarclub.sugarai.com/social-club/b/blog/posts/sugar-reporting-march-2026"&gt;read more&lt;/a&gt;)&lt;img src="https://sugarclub.sugarai.com/aggbug?PostID=4744&amp;AppID=110&amp;AppType=Weblog&amp;ContentType=0" width="1" height="1"&gt;</content><author><name>Alex Nassi</name><uri>https://sugarclub.sugarai.com/members/anassi</uri></author><category term="sugar sell" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/sugar%2bsell" /><category term="enterprise" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/enterprise" /><category term="reporting" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/reporting" /><category term="social club" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/social%2bclub" /><category term="sugar serve" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/sugar%2bserve" /></entry><entry><title>Sugar Logic Tips &amp; Tricks - December 2025</title><link rel="alternate" type="text/html" href="https://sugarclub.sugarai.com/social-club/b/blog/posts/sugar-logic-tips-tricks---december-2025" /><id>https://sugarclub.sugarai.com/social-club/b/blog/posts/sugar-logic-tips-tricks---december-2025</id><published>2025-12-17T21:00:00Z</published><updated>2025-12-17T21:00:00Z</updated><content type="html">Explore Sugar Logic tips, formulas, and real-world CRM automation use cases from December’s Social Club with SME Kim Troy.(&lt;a href="https://sugarclub.sugarai.com/social-club/b/blog/posts/sugar-logic-tips-tricks---december-2025"&gt;read more&lt;/a&gt;)&lt;img src="https://sugarclub.sugarai.com/aggbug?PostID=4698&amp;AppID=110&amp;AppType=Weblog&amp;ContentType=0" width="1" height="1"&gt;</content><author><name>Alex Nassi</name><uri>https://sugarclub.sugarai.com/members/anassi</uri></author><category term="sugar sell" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/sugar%2bsell" /><category term="sugar logic" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/sugar%2blogic" /><category term="social club" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/social%2bclub" /><category term="studio" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/studio" /><category term="sugar serve" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/sugar%2bserve" /></entry><entry><title>Record &amp; Data Management in Sugar - November 2025</title><link rel="alternate" type="text/html" href="https://sugarclub.sugarai.com/social-club/b/blog/posts/record-data-management-in-sugar-november-2025" /><id>https://sugarclub.sugarai.com/social-club/b/blog/posts/record-data-management-in-sugar-november-2025</id><published>2025-11-14T23:00:00Z</published><updated>2025-11-14T23:00:00Z</updated><content type="html">Explore SugarCRM data ownership, cleanup, and automation best practices from the November 2025 Social Club with expert tips from Angel Magaña.(&lt;a href="https://sugarclub.sugarai.com/social-club/b/blog/posts/record-data-management-in-sugar-november-2025"&gt;read more&lt;/a&gt;)&lt;img src="https://sugarclub.sugarai.com/aggbug?PostID=4670&amp;AppID=110&amp;AppType=Weblog&amp;ContentType=0" width="1" height="1"&gt;</content><author><name>Alex Nassi</name><uri>https://sugarclub.sugarai.com/members/anassi</uri></author><category term="data management" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/data%2bmanagement" /><category term="social club" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/social%2bclub" /></entry><entry><title>Studio, Module Builder, and Module Loader Best Practices - Sept 2025</title><link rel="alternate" type="text/html" href="https://sugarclub.sugarai.com/social-club/b/blog/posts/studio-module-builder-and-module-loader-best-practices-sept-2025" /><id>https://sugarclub.sugarai.com/social-club/b/blog/posts/studio-module-builder-and-module-loader-best-practices-sept-2025</id><published>2025-10-03T17:00:00Z</published><updated>2025-10-03T17:00:00Z</updated><content type="html">Best practices for SugarCRM Studio, Module Builder, and Module Loader shared in September’s Social Club with real-world tips from admins and experts.(&lt;a href="https://sugarclub.sugarai.com/social-club/b/blog/posts/studio-module-builder-and-module-loader-best-practices-sept-2025"&gt;read more&lt;/a&gt;)&lt;img src="https://sugarclub.sugarai.com/aggbug?PostID=4593&amp;AppID=110&amp;AppType=Weblog&amp;ContentType=0" width="1" height="1"&gt;</content><author><name>Alex Nassi</name><uri>https://sugarclub.sugarai.com/members/anassi</uri></author><category term="sugar sell" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/sugar%2bsell" /><category term="enterprise" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/enterprise" /><category term="Package Builder and Deployer" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/Package%2bBuilder%2band%2bDeployer" /><category term="module loader" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/module%2bloader" /><category term="social club" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/social%2bclub" /><category term="studio" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/studio" /><category term="module builder" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/module%2bbuilder" /><category term="sugar serve" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/sugar%2bserve" /></entry><entry><title>Using Opportunities and Revenue Line Items - Aug 2025</title><link rel="alternate" type="text/html" href="https://sugarclub.sugarai.com/social-club/b/blog/posts/using-opportunities-and-revenue-line-items" /><id>https://sugarclub.sugarai.com/social-club/b/blog/posts/using-opportunities-and-revenue-line-items</id><published>2025-09-04T22:00:00Z</published><updated>2025-09-04T22:00:00Z</updated><content type="html">During&amp;nbsp;&lt;a href="https://sugarclub.sugarcrm.com/engage/c/e/6317"&gt;August’s Social Club&lt;/a&gt;, we explored how to get the most value out of&amp;nbsp;Opportunities and Revenue Line Items (RLIs)&amp;nbsp;in Sugar. These modules power forecasting, quoting, and sales reporting, and when used together, they unlock detailed...(&lt;a href="https://sugarclub.sugarai.com/social-club/b/blog/posts/using-opportunities-and-revenue-line-items"&gt;read more&lt;/a&gt;)&lt;img src="https://sugarclub.sugarai.com/aggbug?PostID=4586&amp;AppID=110&amp;AppType=Weblog&amp;ContentType=0" width="1" height="1"&gt;</content><author><name>Brie Rowe</name><uri>https://sugarclub.sugarai.com/members/brieannep</uri></author></entry><entry><title>Sugar Mobile App Administration Best Practices - July 2025</title><link rel="alternate" type="text/html" href="https://sugarclub.sugarai.com/social-club/b/blog/posts/sugar-mobile-app-administration-best-practices-july-2025" /><id>https://sugarclub.sugarai.com/social-club/b/blog/posts/sugar-mobile-app-administration-best-practices-july-2025</id><published>2025-07-17T21:00:00Z</published><updated>2025-07-17T21:00:00Z</updated><content type="html">Explore SugarCRM Mobile best practices from July’s Social Club, covering user tips, admin setup, and real-world mobile use cases.(&lt;a href="https://sugarclub.sugarai.com/social-club/b/blog/posts/sugar-mobile-app-administration-best-practices-july-2025"&gt;read more&lt;/a&gt;)&lt;img src="https://sugarclub.sugarai.com/aggbug?PostID=4542&amp;AppID=110&amp;AppType=Weblog&amp;ContentType=0" width="1" height="1"&gt;</content><author><name>Alex Nassi</name><uri>https://sugarclub.sugarai.com/members/anassi</uri></author><category term="mobile" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/mobile" /><category term="field sales" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/field%2bsales" /><category term="mobile app" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/mobile%2bapp" /><category term="sugar maps" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/sugar%2bmaps" /></entry><entry><title>DocMerge Tips &amp; Tricks – June 2025</title><link rel="alternate" type="text/html" href="https://sugarclub.sugarai.com/social-club/b/blog/posts/docmerge-tips-tricks-june-2025" /><id>https://sugarclub.sugarai.com/social-club/b/blog/posts/docmerge-tips-tricks-june-2025</id><published>2025-07-01T21:15:00Z</published><updated>2025-07-01T21:15:00Z</updated><content type="html">Our June&amp;nbsp;&lt;a href="https://sugarclub.sugarcrm.com/social-club/"&gt;Social Club&lt;/a&gt;&amp;nbsp;session on&amp;nbsp;&amp;nbsp;&lt;a href="https://sugarclub.sugarcrm.com/engage/c/e/6297"&gt;June 12th&lt;/a&gt;&amp;nbsp;focused on&amp;nbsp;&lt;a title="DocMerge" href="https://support.sugarcrm.com/smartlinks/application_guide/user_interface/doc_merge/" rel="noopener noreferrer" target="_blank"&gt;DocMerge&lt;/a&gt;, SugarCRM&amp;#39;s dynamic document automation tool that helps users streamline and personalize document creation using real-time CRM data. Whether you&amp;#39;re b...(&lt;a href="https://sugarclub.sugarai.com/social-club/b/blog/posts/docmerge-tips-tricks-june-2025"&gt;read more&lt;/a&gt;)&lt;img src="https://sugarclub.sugarai.com/aggbug?PostID=4503&amp;AppID=110&amp;AppType=Weblog&amp;ContentType=0" width="1" height="1"&gt;</content><author><name>Brie Rowe</name><uri>https://sugarclub.sugarai.com/members/brieannep</uri></author></entry><entry><title>Take Your Sugar Reporting to the Next Level – May 2025</title><link rel="alternate" type="text/html" href="https://sugarclub.sugarai.com/social-club/b/blog/posts/take-your-sugar-reporting-to-the-next-level-may-2025" /><id>https://sugarclub.sugarai.com/social-club/b/blog/posts/take-your-sugar-reporting-to-the-next-level-may-2025</id><published>2025-05-22T21:00:00Z</published><updated>2025-05-22T21:00:00Z</updated><content type="html">Our May&amp;nbsp;&lt;a href="https://sugarclub.sugarcrm.com/social-club/"&gt;Social Club&lt;/a&gt;&amp;nbsp;session on&amp;nbsp;&lt;a href="https://sugarclub.sugarcrm.com/engage/c/e/6296"&gt;May 8th&lt;/a&gt;&amp;nbsp;was all about reporting, and we covered a lot of great tips and tricks! With Sugar&amp;rsquo;s reporting&amp;nbsp;functionalities&amp;nbsp;continuing to evolve, there was no shortage of&amp;nbsp;creative ide...(&lt;a href="https://sugarclub.sugarai.com/social-club/b/blog/posts/take-your-sugar-reporting-to-the-next-level-may-2025"&gt;read more&lt;/a&gt;)&lt;img src="https://sugarclub.sugarai.com/aggbug?PostID=4471&amp;AppID=110&amp;AppType=Weblog&amp;ContentType=0" width="1" height="1"&gt;</content><author><name>Alex Nassi</name><uri>https://sugarclub.sugarai.com/members/anassi</uri></author><category term="enhanced forecasting" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/enhanced%2bforecasting" /><category term="reporting" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/reporting" /><category term="service insights" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/service%2binsights" /><category term="social club" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/social%2bclub" /><category term="discover" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/discover" /></entry><entry><title>Data Management Best Practices - April 2025</title><link rel="alternate" type="text/html" href="https://sugarclub.sugarai.com/social-club/b/blog/posts/data-management-best-practices---april-2025" /><id>https://sugarclub.sugarai.com/social-club/b/blog/posts/data-management-best-practices---april-2025</id><published>2025-05-07T16:15:00Z</published><updated>2025-05-07T16:15:00Z</updated><content type="html">Our latest&amp;nbsp;&lt;a href="https://sugarclub.sugarcrm.com/social-club/"&gt;Social Club&lt;/a&gt;&amp;nbsp;on&amp;nbsp;&lt;a href="https://sugarclub.sugarcrm.com/engage/c/e/6276"&gt;April 10th&lt;/a&gt;&amp;nbsp;was&amp;nbsp;a deep dive into the world of data management in Sugar, with lots of practical takeaways and lessons learned from real-world use.&amp;nbsp;&lt;a href="/members/cmoreno"&gt;Charmaine Moreno&lt;/a&gt;and&amp;nbsp;&lt;a href="/members/pmcqueen"&gt;Patrick McQueen&lt;/a&gt;&amp;nbsp;sha...(&lt;a href="https://sugarclub.sugarai.com/social-club/b/blog/posts/data-management-best-practices---april-2025"&gt;read more&lt;/a&gt;)&lt;img src="https://sugarclub.sugarai.com/aggbug?PostID=4451&amp;AppID=110&amp;AppType=Weblog&amp;ContentType=0" width="1" height="1"&gt;</content><author><name>Alex Nassi</name><uri>https://sugarclub.sugarai.com/members/anassi</uri></author><category term="archiving" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/archiving" /><category term="data management" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/data%2bmanagement" /><category term="duplicates" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/duplicates" /><category term="data archiver" scheme="https://sugarclub.sugarai.com/social-club/b/blog/archive/tags/data%2barchiver" /></entry><entry><title>Studio Tips and Tricks - March 2025</title><link rel="alternate" type="text/html" href="https://sugarclub.sugarai.com/social-club/b/blog/posts/studio-tips-and-tricks---march-2025" /><id>https://sugarclub.sugarai.com/social-club/b/blog/posts/studio-tips-and-tricks---march-2025</id><published>2025-03-28T19:54:00Z</published><updated>2025-03-28T19:54:00Z</updated><content type="html">Our latest&amp;nbsp;&lt;a href="https://sugarclub.sugarcrm.com/social-club/"&gt;Social Club&lt;/a&gt;&amp;nbsp;on&amp;nbsp;&lt;a href="https://sugarclub.sugarcrm.com/engage/c/e/6258"&gt;March 13th&lt;/a&gt;&amp;nbsp;was packed with great conversation and practical insights focused on some interesting and useful ways you can leverage different tools in Studio. The session included a mix of guidance from&amp;amp;nbs...(&lt;a href="https://sugarclub.sugarai.com/social-club/b/blog/posts/studio-tips-and-tricks---march-2025"&gt;read more&lt;/a&gt;)&lt;img src="https://sugarclub.sugarai.com/aggbug?PostID=4408&amp;AppID=110&amp;AppType=Weblog&amp;ContentType=0" width="1" height="1"&gt;</content><author><name>Alex Nassi</name><uri>https://sugarclub.sugarai.com/members/anassi</uri></author></entry></feed>