Social Club Recaps

Sugar Reporting – March 2026

Alex Nassi — Fri, 13 Mar 2026 18:45:00 GMT

Explore SugarCRM reporting tips, filter tricks, dashboard insights, and real-world use cases from March 2026 Social Club.(read more)

Sugar Logic Tips & Tricks - December 2025

Alex Nassi — Wed, 17 Dec 2025 21:00:00 GMT

Explore Sugar Logic tips, formulas, and real-world CRM automation use cases from December’s Social Club with SME Kim Troy.(read more)

Record & Data Management in Sugar - November 2025

Alex Nassi — Fri, 14 Nov 2025 23:00:00 GMT

Explore SugarCRM data ownership, cleanup, and automation best practices from the November 2025 Social Club with expert tips from Angel Magaña.(read more)

Studio, Module Builder, and Module Loader Best Practices - Sept 2025

Alex Nassi — Fri, 03 Oct 2025 17:00:00 GMT

Best practices for SugarCRM Studio, Module Builder, and Module Loader shared in September’s Social Club with real-world tips from admins and experts.(read more)

Using Opportunities and Revenue Line Items - Aug 2025

Brie Rowe — Thu, 04 Sep 2025 22:00:00 GMT

During August’s Social Club, we explored how to get the most value out of Opportunities and Revenue Line Items (RLIs) in Sugar. These modules power forecasting, quoting, and sales reporting, and when used together, they unlock detailed...(read more)

Sugar Mobile App Administration Best Practices - July 2025

Alex Nassi — Thu, 17 Jul 2025 21:00:00 GMT

Explore SugarCRM Mobile best practices from July’s Social Club, covering user tips, admin setup, and real-world mobile use cases.(read more)

DocMerge Tips & Tricks – June 2025

Brie Rowe — Tue, 01 Jul 2025 21:15:00 GMT

Our June Social Club session on June 12th focused on DocMerge, SugarCRM's dynamic document automation tool that helps users streamline and personalize document creation using real-time CRM data. Whether you're b...(read more)

Take Your Sugar Reporting to the Next Level – May 2025

Alex Nassi — Thu, 22 May 2025 21:00:00 GMT

Our May Social Club session on May 8th was all about reporting, and we covered a lot of great tips and tricks! With Sugar’s reporting functionalities continuing to evolve, there was no shortage of creative ide...(read more)

Data Management Best Practices - April 2025

Alex Nassi — Wed, 07 May 2025 16:15:00 GMT

Our latest Social Club on April 10th was a deep dive into the world of data management in Sugar, with lots of practical takeaways and lessons learned from real-world use. Charmaine Morenoand Patrick McQueen sha...(read more)

Studio Tips and Tricks - March 2025

Alex Nassi — Fri, 28 Mar 2025 19:54:00 GMT

Our latest Social Club on March 13th 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&nbs...(read more)