sugar online user group - january 20, 2016

wMobile Wireless Mobile Access to GoldMine Corporate Edition and Premium Edition

Sugar Document AutomationOnline User GroupJanuary 20, 2016

W-Systems Corp. www.w-systems.com

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AgendaLast User Group Recorded Video LinkSugarCRM Company and Sugar News RoundupUpcoming Sugar TrainingFeature Topic: Sugar Document AutomationSugar Q&A Session


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Last Meeting TopicNovember 2015: Advanced WorkflowStreaming Video Recording Link on our blog (Nov. Archive)https://www.w-systems.com/blog/sugarcrm/november-2015-sugar-online-user-group-meeting-recap


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MS Outlook Plug-in 2.1.0New features and enhancements to existing features for Sugar Plug-in for Microsoft Outlook 2.1.0 are as follows:Ability to archive emails to Sugar via Right-click menuAdditionalrecord data displays in Archiving EmailwindowContacts Side PanelCreate new Account optionSugarCRM Plug-in OptionsUser interface improvements


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W-Systems Named SugarCRM Elite PartnerW-Systems named SugarCRM Elite Partner for the second consecutive yearThis years class of Elite Partners represents the top 10 percent of all organizations in SugarCRMs worldwide channel program across 16 different countries.Total of 23 Global Elite PartnersTotal of 10 Nationwide Elite Partners (including W-Systems)

https://www.w-systems.com/blog/sugarcrm/w-systems-named-an-elite-partner-by-sugarcrm


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News RoundupSugarCRM Receives 2015 Customer Experience Innovation Awardhttp://www.sugarcrm.com/newspress/sugarcrm-receives-2015-customer-experience-innovation-award


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News RoundupIn our State of the W Report we created a fun look at our 2015 year in review:https://www.w-systems.com/company/state-of-the-w/


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News RoundupNew SugarCRM Support Site Launched: http://support.sugarcrm.com


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SugarCRM ResourcesSugarCRM Communityhttps://community.sugarcrm.comSugarCRM Support Page *Updated Layout*https://support.sugarcrm.com SugarCRM eLearninghttps://learningportal.sugarcrm.comSugarCRM on YouTubehttps://www.youtube.com/user/DiscoverSugarCRM W-Systems SugarCRM Bloghttps://www.w-systems.com/blogW-Systems on Twitterhttps://twitter.com/wsystemscorp


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Upcoming Training on Sugar UniversityView the Sugar University catalog at https://university.sugarcrm.com February 11 Extensible Security https://www.w-systems.com/training/detail/sugar-university-extensible-security/2016-02-11 March 10 Preparing for the Developer Specialist Certification Examhttp://www.w-systems.com/training/detail/sugar-university-preparing-for-the-developer-specialist-certification-exam/2016-03-10 March 10 How Sales Uses Sugar?https://www.w-systems.com/training/detail/sugar-university-how-sales-uses-sugar1/2016-03-10 March 24 Setting Up Your Dashboards https://www.w-systems.com/training/detail/sugar-university-setting-up-your-dashboards/2016-03-24


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wDocsW-Systems has created an extension to Sugar that allows you to easily and automatically generate the documents your users need from Sugar. The solution works for customer with Sugar 7.5 or higher on either Sugar On Demand (Cloud) or Sugar On Premise.

W-Systems Corp. www.w-systems.comHow does it work?The document automation module can merge any module related data from Sugar into a predefined Word template. For instance, it can merge contact and account information into a letter or legal document, it can merge an opportunity record into a proposal or a customer service case into a work order document.

W-Systems Corp. www.w-systems.comExample: Merging a letter template


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Steps to create and use a templatePrepare a Word document with merge fields representing Sugar module fields and relationshipsUpload the Word document to the standard Sugar Documents module and indicate that it is a templateFrom any Sugar module record, initiate a merge to select a template and create a new document


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Preparing a Word template


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Upload the Document to Sugar

W-Systems Corp. www.w-systems.comInitiate a Merge

W-Systems Corp. www.w-systems.comLets See It In Action!Generate a letter template from a contact recordGenerate a Non Disclosure Agreement (NDA) from a contact recordCreate a letter quote from an opportunityCreate Statement of Work (SOW) from an opportunityCreate a Contract from an opportunityCreate an Order from an opportunityCreate an Account Visit Planning Report from an accountUse Cases

W-Systems Corp. www.w-systems.comAvailability and PricingAvailability

This module is available now to W-Systems clients using US English language Sugar on either On Demand or On Premise version 7.6 and greater. Expected on Sugar Exchange later this year

Pricing

$80 per user per year Minimum of 10 licenses Does not have to match the license count

W-Systems Corp. www.w-systems.comSugar Q&A


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Contact Information

Host: Sarah Friedlander Garcia & Christian WettreEmail: [email protected] & [email protected] Office: (201) 760-2565

This event is being recorded. The recording will be posted on the W-Systems blog in the next day or two and a link included in our next newsletter


sugar online user group - january 20, 2016

Technology