Sugar Platform capabilities allow administrators and developers to create powerful business processes quickly and easily. Administrators can define teams, control access rights to modules and fields, change the homepage layout or modify existing screens with the layout editor, and create new dashlets from third-party data sources. Simple yet powerful workflow tools give users the ability to create and enforce business rules. Sugar Cloud Connectors provide application-level connectivity to external data sources. Sugar Activity Streams notify users of any changes to customer data and integrate with Twitter and Facebook. Sugar offers the ability to create custom fields within a given module, or create an entire new module with Module Builder. These new modules can be unique to your company or they can be shared or sold via Sugar Exchange and loaded into other Sugar instances through the Module Loader.
Sugar Logic capabilities give administrators and developers an easy expression engine to make more complex customizations to any module. Administrators no longer need to make code-level customizations but instead can use simple commands to make complex, upgrade-safe customizations in Sugar. Sugar Logic adds calculated fields, dependent fields, related fields and data range search and dependencies to Sugar Studio.
Team Management
Sugar's Team Management allows companies to create and manage teams based on job type, division, geography or other attributes. Once roles are assigned, administrators can assign access rights to a given role to ensure team members have access. Team Management ensures more effective information sharing and better information about team performance. The benefits include:
- Being able to define teams based on company and customer needs
- Assign leads to teams based on expertise and existing relationships
- Analyze how teams are working together and identify potential gaps in performance
Access Control
Sugar Access Control levels allow information to be shared or restricted based on user role. Administrators can control information access at either a module, view or field level. Access control rights include the ability to access, view, edit, import, or export. With Access Control you can:
- Ensure information security by controlling edit privileges
- Protect confidential information within the organization
- Reveal general information across the company
Workflow Management
Sugar Workflow management streamlines critical business processes within your organization. Using Sugar templates, administrators can create custom business processes based on Sugar Objects. Users can also define alerts, actions, and triggers to become more responsive to customer demands. Benefits include:
- Standardizing business processes across the organization
- Create custom business processes based on unique company needs
- Define alerts, triggers, and actions to ensure follow-through
Layout Editor
The Layout Editor provides administrators with the ability to tailor the look of each Sugar screen by editing and renaming tabs, changing dropdown values, and choosing to hide unused modules. With the Sugar Layout editor, administrators can tailor the application to meet the specific use cases of the company, while hiding unneeded modules. For applications with mobile users, Sugar's Mobile Layout Editor allows administrators to optimize Sugar for Sugar Mobile.
- Change the appearance of Sugar to fit your company needs
- Hide unused modules to focus user attention on core processes
- Prioritze module appearance based on company objectives
- User Mobile Layout Editor to configure the Sugar Mobile user interface
Custom Fields
Custom Fields allow companies to capture information specific to their business and business processes in Sugar. Sugar administrators can create fields with fully-configurable custom values that reflect the information most important to the company. Administrators can also choose to require users to populate custom fields before a record is saved. Custom Fields can impact your work because you can:
- Use custom fields to configure Sugar to complement your business process
- Create custom fields to capture critical information about marketing programs, sales opportunities, and support cases
- Required fields ensure information is populated before a record is saved
- Full upgrade support means customizations are preserved when Sugar is upgraded
Module Builder
The Sugar Module Builder enables users to build custom modules from scratch or combine existing or custom objects into a brand new CRM module. Developers can leverage existing Sugar Objects such as Contacts, Accounts, Documents, Cases, and Opportunities to build a new module or create their own custom objects from scratch to form a new module. Users can build an unlimited number of custom modules, which interoperate seamlessly with Reporting, Workflow, and Sugar Studio tools. Upgrades for custom modules are fully supported. Building new modules allows developers to extend Sugar beyond the typical CRM functions and optimize Sugar for any xRM (any Relationship Management) function. The benefits include:
- Create custom modules to track information critical to your business
- Use pre-defined objects or create custom objects for the new module
- Share or charge for custom objects on SugarForge and SugarExchange
Module Loader
The Sugar Community has developed hundreds of module extensions for Sugar. These modules and extensions are posted on SugarExchange and SugarForge. With Sugar Module Loader, companies can easily install these extensions into the Sugar application to get the most out of their CRM system. Using the Sugar Module Loader framework, administrators follow a simple process for installing new applications in a completely upgrade-safe enviroment. The benefits of using the Module Loader include:
- Extend Sugar functionality based on business need
- Choose from hundreds of different projects across a broad range of categories
- Automated installation of new modules with fully supported upgrades
Homepage Layout
Sugar gives end users control over what information they see on their screens. Using drag-and-drop capabilities, users can change the layout of their homepage, hide unused dashlets, or create new dashlets reflecting information important to them. With Sugar, CRM becomes a little less staid and a little more like a modern web 2.0 page. With Homepage Layout you be able to better:
- Configure homepage to display only information relevant to your job
- Create multiple dashlets based on Sugar modules or outside data sources
- Edit the information display of any dashlet
Dashlets
Sugar Dashlets are highly configurable containers which display Sugar module data, Sugar charts and reports, or Sugar Activity Streams, along with external sources such as your favorite web pages, RSS feeds, and web services like Google Maps. Sugar Dashlets are a powerful new way to combine highly-functional mash-ups in an attractive, modern, web 2.0 framework. The benefits of using Dashlets include:
- Create web mash-ups between Sugar and external data sources
- Add, edit, move, or remove Sugar Dashlets with a few simple clicks
- Change information within Sugar Dashlets to reflect the information you want to see
Exchange Apps
Sugar Platform capabilities allow administrators and developers to create powerful business processes quickly and easily. Administrators can define teams, control access rights to modules and fields, change the homepage layout or modify existing screens with the layout editor, and create new dashlets from third-party data sources. Simple yet powerful workflow tools give users the ability to create and enforce business rules. Sugar Cloud Connectors provide application-level connectivity to external data sources. Sugar Activity Streams notify users of any changes to customer data and integrate with Twitter and Facebook. Sugar offers the ability to create custom fields within a given module, or create an entire new module with Module Builder. These new modules can be unique to your company or the can be shared or sold via Sugar Exchange and loaded into other Sugar instances through the Module Loader.
Sugar Logic capabilities give administrators and developers an easy expression engine to make more complex customizations to any module. Administrators no longer need to make code-level customizations but instead can use simple commands to make complex, upgrade-safe customizations in Sugar. Sugar Logic adds calculated fields, dependent fields, related fields and data range search and dependencies to Sugar Studio. The benefits you can gain from using Exchange Apps are:
- Simly drag-and-drop for easy configuration
- Create custom, calculated, dependent, and related fields, as well as custom modules
- Streamline business processes to match business requirements
- Reveal and protect information based on user role and profile
- Share and add additional modules based on company needs