jshaheen

These 2 free Sugar 7 plugins are going to make history

Blog Post created by jshaheen Employee on Oct 17, 2014
When it comes to CRM, sales professionals know where their customer relationships stand when they have clear insight into past events. The best CRM systems present a historical audit trail that is simple for end users to find – and even easier for them to understand. Here are two plugin tools that make it painless for Sugar users to get a quick glimpse into those critical history items.

 

Worklog Field

 

Jerry Clark has resurrected Jon Whitcraft’s first Worklog field as a Sugar 7-friendly plugin available for download from SugarForge. The Worklog field can be used in place of a standard Sugar textarea field to insert a widget where users can log comments and events. Each entry that is made via the widget will be displayed as a line item in an ordered list. Users can see who created each entry and when they posted it.

 

The Worklog field is Studio-enabled so the administrator of an instance with the package installed can create a “worklog” type field and place it on any Sidecar or BWC module’s record view without assistance from a developer.

 

The latest Worklog Field plugin can be downloaded from SugarForge or you can Fork it on Github to configure your own version.

 

Historical Summary

 



 

By Grabthar's hammer, you shall have a complete Historical Summary!

 

Out of the box, Sugar’s Sidecar modules feature a handy “Historical Summary” option that does an excellent job of aggregating activity records (emails, notes, calls, and meetings) and displaying them in a sortable and preview-able list view. But users still need to click on individual preview buttons for a glimpse into each line item.

 

The extended Historical Summary plugin, also developed by Jerry Clark, mimics the all-encompassing view of activities from the ”View History” option that was available in Sugar 6.x and earlier versions. The main benefit of the enhanced tool is the ability to scroll through a slide-down drawer that displays the contents of every email, note, call, and meeting that is related to the parent record. This saves the user time and clicks when they need to quickly scan a record’s history.

 

The Historical Summary plugin also makes it easier for users to search for key words and phrases to quickly jump to the history item they need. A simple Ctrl+F will leverage the browser’s ability to find the relevant activity record without the user having to click into each item’s preview.

 

The Historical Summary plugin can also be downloaded from SugarForge or you can Fork it on Github to configure your own version.

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