Insider Tips for Sugar CRM: Working with Accounts and Contacts-Part 3 of 3

Insider Tips for Sugar CRM: Working with Accounts and Contacts-Part 3 of 3 At Accent Gold we make every effort to truly grasp the nuances between various CRM systems. Some business CRM systems are better designed for Managing Documents. Other CRM systems are stronger at Project Management, while others still are better at dealing the the nuanced differences between Reports and Dashboards.

In this 3rd of 3 blogs, we provide several tips for working with Accounts and Contacts within SugarCRM 6.  The focus of this blog is understanding Sub-Panels. Here goes:

Understanding the Sub-Panels on an Account Record (viewable in the Detail Screen). Each individual Account record can have a number of different Sub-Panels. Each Sub-Panel contains detailed information related to the specific Account you are viewing. Here’s the overview:

  • Activities. Here we find all Calls, Meetings and Tasks related to this record.
  • History. Here we can see a protocol of all past activity related to this record, including notes, e-mail and documents.
  • Contacts. This list contains all contacts associated with this record.
  • Leads. This list contains all leads associated with this record.
  • Opportunities. Here we find all Opportunities (including closed, won, lost) related to this record. Tip: Every opportunity that is related to an associated contact will appear on this list!
  • Quotes. This Sub-Panel shows all quotes related to this record.
  • Member Organizations. Member Organizations allows users to link Accounts with other Accounts. This does not build hierarchical relationships, but rather simple two-way associations. This also allows users to identify divisions or parent companies.
  • Bugs. In the case that you are Manufacturer, it can be useful to associate the identified bugs with the customers who reported those bugs.
  • Projects. In the case that you are in a Service provider, you may very well find value in associating all Projects with Accounts.
  • And More. All entities can be displayed – including Cases, Contracts, Products and more.

Tips regarding Sub-Panel

Tabs. By choosing one of these tabs, you can focus your list of Sub-Panels. The “All” tab will reveal every Sub-Panel.

Insider Tips for Sugar CRM: Working with Accounts and Contacts - by CRM Consultants and Trainers in Los Angeles, San Diego, San Francisco and Irvine California

Drag-n-Drop. Sub-Panels can be immediately re-ordered (res-sorted) via Drag-n-Drop.

Insider Tips for Sugar CRM: Working with Accounts and Contacts - by CRM Consultants and Trainers in Los Angeles, San Diego, San Francisco and Irvine California

Minimizing Sub-Panels. By clicking on the Double-Arrows (to the left of the Sub-Panel name), you can easily maximize or minimize the Sub-Panels

Insider Tips for Sugar CRM: Working with Accounts and Contacts - by CRM Consultants and Trainers in Los Angeles, San Diego, San Francisco and Irvine California

Productivity and Efficiency. SugarCRM allows you to not only (a) view, but also (b) select records to relate (c) create new records and (d) edit existing records. Now that’s a productivity boost!

Insider Tips for Sugar CRM: Working with Accounts and Contacts - by CRM Consultants and Trainers in Los Angeles, San Diego, San Francisco and Irvine California

Activities and Histories offer even more Productivity opportunities. Users can Create Notes, Attachments, Tasks, Meetings, Calls – as well as Composing and Archiving Emails.

Insider Tips for Sugar CRM: Working with Accounts and Contacts - by CRM Consultants and Trainers in Los Angeles, San Diego, San Francisco and Irvine California

Creating Contacts on an Account. When creating a Contact on an Account record, SugarCRM provides a short form to be filled out. In order to enter more data, simply select the “Full Form” button.

Insider Tips for Sugar CRM: Working with Accounts and Contacts - by CRM Consultants and Trainers in Los Angeles, San Diego, San Francisco and Irvine California

This conclude Part 3 of our series on Accounts and Contacts.

Do you need to understand your pricing options regarding Sugar vs Microsoft vs Salesforce vs ACT vs SalesLogix vs Goldmine?  Give us a call! Do you need a free trial download? Contact us – and we guarantee you will not be disappointed. If you are interested in a web SugarCRM presentation or need assistance with SugarCRM training, let us know. If you need help with understanding SugarCRM features or SugarCRM licensing and pricing, please don’t hesitate to contact us.

If you need more information regarding a online business CRM tool – especially with respect to open source CRM integration, please let us know. Whether you have questions regarding hosted Microsoft CRM or Zoho CRM – we would love to point you in toward the best fit for your firm.

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Mark Shaw

Director at Accent Gold Solutions
Author: Mark Shaw, Director of Accent Gold Solutions, is certified in a number of CRM systems - including SAP CRM, SugarCRM and ACT! Having studied Business at the University of Massachusetts, he went on to consult several large Energy Utilities in the US and Europe - including designing a Sales Database for the largest European provider of Natural Gas. Using his unique combination of sales and marketing experience, Mark has set up and led successful sales teams for several firms, including Xerox.
Read more about Mark on our About Us page. Google