wTools: Sugar Customizations

wTools: Sugar Customizations

Sugar Customizations


As we work with our customers to deploy Sugar within their organizations, our team of developers produces modules and integrations that showcase the full flexibility that Sugar offers.

Features and Benefits

Custom Buttons

Custom Buttons is a field type which can add buttons in dashlets, list and record view. This field type supports adding multiple actions on the same Custom Button and covers a variety of capabilities, reducing the time and hassle needed to go through manually through different menus to complete those actions.

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Embedded Content Field

The Embedded Content Field allows users to embed social media content to records. It can also be modified to display custom content using Sugar module fields (i.e., create custom business cards).

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Sparkline List Dashlet

The Sparkline List Dashlet is a dashlet designed to be used on list views which enables users to view a list of records from a specific module in Sugar, along with graphic representation on top of each column.

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Colored Fields

The Colored Field functionality provides the ability to create new fields that have a background color set from another field or selected in particular for each one in Edit View.

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DETAILS
Application Integration & Management
Productivity
Version Compatibility

Custom Buttons

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Custom Buttons is a field type which can add buttons in dashlets, list and record view. This field type supports adding multiple actions on the same Custom Button and covers a variety of capabilities, reducing the time and hassle needed to go through manually through different menus to complete those actions.

Embedded Content Field

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The Embedded Content Field allows users to embed social media content to records. It can also be modified to display custom content using Sugar module fields (i.e., create custom business cards).

Sparkline List Dashlet

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The Sparkline List Dashlet is a dashlet designed to be used on list views which enables users to view a list of records from a specific module in Sugar, along with graphic representation on top of each column.

Colored Fields

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The Colored Field functionality provides the ability to create new fields that have a background color set from another field or selected in particular for each one in Edit View.

Custom Results per Module Dropdown

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This dropdown menu lets Sugar users control the number of records displayed in a list view. The dropdown also saves the number of records you’ve chosen to view for each Module with a list view.

Custom Notification Field Type

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This loadable module creates a new field type that allows you to format specific text on a record view to make it more noticeable to the reader. For instance, if you want to bring special instructions or alerts to the record reader you may want to increase the text font size, change the font color or font background.

Drill Down Report Chart Dashlet

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This module adds a ‘Drill Down’ link to any Saved Report Chart Dashlet placed on a dashboard. Clicking the link opens the related report in a new browser tab. It also allows users to click on any chart element to view its detailed data and lets them configure default chart element colors.

Double Click to Edit List View Row

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This simple module makes it a little quicker to edit a row in list view mode. Just double click on the row and it goes into edit mode. This replaces the need to press the row action menu and the edit choice. You can activate many rows for edit by repeatedly double-clicking the rows you want to edit.

Gauge Chart Dashlet

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This dashlet is configurable to measure a numeric field aggregate value from any module and display the results in a gauge type chart. A gauge chart is commonly used for measuring actual results against some predetermined goal ranges. For instance it could be a measure of daily outbound phone calls for an inside sales team.

Create Note Function in List View

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The Create Note Function in List View adds a new 'Create Note' option to the row action menu in list view. This functionality is available for all Sugar modules.

Support

If technical support is needed for this installation, please feel free to write to us at: support@w-systems.com. Please include as much information as possible regarding your issue and supply full contact information so we know who to contact when we respond. Thank you!

Phone Support: (800) 775-8378
Support Email: support@w-systems.com
Support Knowledge Base: https://www.w-systems.com/products/sugarcrm/addons/wtools/resources/

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Resources

Please where we're going to have PDF and what not

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