Oana Cengher
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Recent activity by Oana Cengher-
Login As
Overview Login As allows an admin user to log in as any active Regular User in the system without knowing the User’s login credentials. Licensing Before installing the product package, make sure ...
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Consolidated Activity Report
Overview The Faye Sugar Consolidated Activity Report allows you to view all of your sales and customer communication details in one location. With the Consolidated Activity Report users now have ac...
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Timeline Activities (Activity Stream)
Overview The Timeline Activities dashlet shows related Calls, Notes, Tasks, and Emails on record view. Related data is presented on a graphic timeline. Licensing Before installing the product pac...
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Country, State Dropdown
Overview Country, State Dropdown converts address state and country fields to dropdowns for Leads, Contacts, Quotes, and Accounts. Licensing Before installing the product package, make sure you h...
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Dashboard Deployer
Overview All SugarCRM users have the ability to create multiple dashboards, allowing them to switch their focus as required. Admin users can help others to change their hats when required by equ...
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How to Mass Upload Contacts, Leads, and Targets from Sugar Target Lists to Constant Contact
Overview Within the integration, you have the option to upload Contacts, Leads, and Targets from Sugar Target Lists to Constant Contact. Steps 1. To set multiple contacts/leads/targets to upload,...
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How to Review Campaign Results
Overview There are two ways to review campaign results within Sugar, both of which we will describe below. 1. Reviewing Campaign Results by Campaign Note: Only Constant Contact Email campaigns wi...
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How to Upload Individual Contacts, Leads, and Targets from Sugar to Constant Contact
Overview ONLY Contacts, Leads, and Targets can be synced to Constant Contact. Steps 1. To upload an individual contact/lead/target to Constant Contact, you need to go to the individual contact/le...
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How to Manually Retrieve Constant Contact Information
Overview The Sync list and Download Campaigns manual processes only need to be run if you need an update right away. These processes are set to run automatically in Scheduler. Steps The followi...
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How to Access/Use the Sugar Scheduler to Manage Synchronization
Overview The scheduler is set up automatically when the Sugar-Constant Contact Integration is first installed. There is no need to access the scheduler unless you want to change the default setting...