Summation Report

Today I’m going to run through creating a summation report which is a report displayed in groups, summarized using SUM, AVG, MAX and MIN.  The process for creating this reports is exactly the same as in my last blog.  You hover over reports, select create report...

Row & Column Reports

So as I promised in my last blog, today I shall talk you through creating a report.  There are several different types of reports that you can create but for today I am going to focus on creating a rows and columns one.  It’s more than likely the one that most...

Target Lists Tip 2

As detailed in my last blog there are 2 ways to populate the information on a target list.  You can either go through each of your contacts individually and add them or add them all in one go from one of your current reports.  Today I’m going to explain how to...

Tips on Target Lists

Today I thought I’d share a few tips on creating target lists on SugarCRM.  Now usually this would be a time consuming task where you have to type everything up or copy and paste but with SugarCRM, it was quick and effortless.  I had created one within 20...

SugarCRM made simple.

This morning I was set the task of creating checklists for SugarCRM training.  I have gone through the site, made a list of all the initial things you need to know such as setting up accounts, customers, profiles, dashboards and assessed them by how long it should...