Advanced Trackers

Overview

Advanced Trackers helps you track the number of days that a field remains on a specific status/value in SugarCRM.

Licensing

Before installing the product package, make sure you have the Faye licensing module installed. You can find the steps to take here.

For any questions concerning your license key please contact [e-mail].

Table of Contents

1. Configuration  Guide
2. User Guide

1. Configuration Guide

Step 1. Log into SugarCRM as a user with Administrator permissions. Once logged in, click your profile icon towards the top right of the screen and select the Admin option.

Step 2. Scroll down to the Faye Licensing section and select the Advanced Trackers link.

 

Step 3. Input your Advanced Trackers License Code that was provided by Faye and then click the Save button.

 

Step 4. Return to the Admin page, scroll down to the Faye Advanced Trackers section and select the Advanced Trackers Config link.

 

Step 5. Click on Create and type Name, select a Module and a Field from the dropdown to keep track of that field, and click on Save.

 

Remember to do a Quick Repair and Build right after the record is saved. To do this, Go down to the System section in the Administration module and go into Repair → Quick Repair and Build

 

 

2. User Guide

1. Created tracked fields will be displayed in the Advanced Trackers Config module.

 

2. The Advanced Trackers subpanel will be added automatically to the selected module, and recalculates as the record opens up. This shows all the updates to the fields that were tracked and how long the record held the value

 

3. Click on Value from the list or click on the Eye icon to see all the updates of tracked fields.

 

Value view

 

Eye icon view