We often ask our engineering team to contribute to our blog and give some insights to the internal and customer projects they work on here at Epicom. In this week’s mini-series, Software Engineer, Jeremiah Goyette discusses the secure file sender and message receiver he built for Epicom’s internal SugarCRM system. Here is what Jeremiah had to say about the project: Sending private information can be a headache. It’s complex, and it involves time and effort. Nevertheless, and understandably so, many
Read moreFilm Production Planning with SugarCRM In this blog series Epicom engineers share experiences and stories related to projects, assignments and anything else they enjoyed working on. We love what we do and thought we’d share it with you. In this post, Keith Neuendorff tells us about the inspiration behind the Production Manager and how CRM can apply to almost any business. Before I started working for Epicom I was familiar with CRM as a sales force automation tool. Once I
Read moreCreate and Analyze Surveys in SugarCRM One method of pushing data into your SugarCRM system is through a web-to-lead form. When someone fills out information on your website’s contact form, that information will push through as a lead in Sugar. Web forms can be used for creating leads, but they can also be used to push additional information into the record of an existing contact. Specifically, I’m talking about survey forms. Epicom built a survey module in SugarCRM for customers
Read moreWe asked our engineering intern, Jim Rybarski, to contribute to our blog and give some insight to the internal projects he’s been working on while at Epicom. In this week’s mini-series update, Jim discusses the Project Status Tracking System he developed. The beginning stages of taking on a new client can be very tedious and time consuming. We asked Jim to develop a system that would make this a smoother process. Here is what Jim had to say. Taking on a
Read moreEpicom’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 sometimes 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
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