Epicom’s engineering intern, Jim Rybarski, is winding down his Spring semester with Epicom. He has completed several internal projects including a project status tracking system, the launch of our customer portal, and a new browser-side password encryption program. We asked Jim to contribute as a guest blogger on our site to share some insight to the work he has done for Epicom. We are breaking his posts up into a weekly mini-series where he will go into detail about the
Read moreIn this short training session, Epicom’s software engineer Tommy Wiebell discusses dashlets and dashlet tabs in SugarCRM. Because dashlets are the first visual users are exposed to when logging into the system, it is important that they are customized accordingly. Layout is the first step in customizing your dashlet tabs. You are given three layout options, which Tommy goes over in detail. “Everything is customizable per user, so whatever you select here will not be pushed out to any other
Read moreChoose your PDF output based on quote type. From Sugar, users can create and export quotes to a PDF. A common customization that Epicom does is customizing PDF outputs. This customization gives clients free-range on how fields from Sugar will look on the PDF. This look, however, can sometime vary based on the product or service being quoted. For some of our clients, the CRM fields, data, and design of a quote need to be completely different PDF outputs based
Read moreRecently, Epicom’s Engineering Manager, Eric Wikman, hosted the third and final part of a III part online training series. This portion of the series focused on how to schedule emails to build your own nurturing campaign in Sugar. Additionally, Eric went through the process of integrating solutions to extend your email marketing. The session wrapped up with user Q&A. Here are some of the most common questions we received and answers from the session. Q. I have an error message that
Read moreOn 3/6/2012 Epicom’s Engineering Manager, Eric Wikman, hosted part II of a III part online training series. Topics included how to create email templates and newsletters, embed tracker links, and create target, suppression, test, and seed lists in Sugar. He wrapped up the user session with a Q&A. Here are some of the most common questions we received and answers from the session. Q. Would the tracker still work for the plain text recipient? A. No. There is no way
Read moreEpicom participated in the SXSW Startup crawl this past Thursday. We hosted a Skeeball Tournament at our office during the event and used our SugarCRM system to record scores and display the top scorers on a leader board. Towards the end of the tournament, we notified the top ten scorers that they had made it to the playoffs. We notified them via text message which was sent from our SugarCRM system using our Twilio SMS integration. Here’s how we did
Read moreOrganize projects in SugarCRM as you would on your conference room whiteboard, but with greater ease and accuracy. How can you live out of your CRM system if your business planning and project management is still done on the conference room whiteboard? One of our clients wanted to move their entire business process into their SugarCRM system. This included time tracking of employee hours/wages and project scheduling. The company is in the construction industry and has several active work sites
Read moreModify and add legal language to documents through a custom catalog in SugarCRM. Epicom recently went through the process of updating our legal language for professional services and hosting. I wasn’t directly involved, but I know that it was a large project. Each contract and quote for products and services has to include some kind of legal language. This is the case for most companies and when an exception occurs for certain products, it can get a little messy. The
Read moreOne of the more common requests from our clients is to enable them to run a single report on all activities in SugarCRM. Activities include emails, tasks, meetings, notes, and calls. Sugar out-of-the-box, only allows users to report on a single activity. For example, you can report on how many calls your sales reps made last month, but you can’t see the number of calls made and meetings scheduled from the same report. The Solution: Epicom built a module in
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