Zlatyslava Topchyi

Webinar: How to Control Any-and-All Future Actions Without Digging into Sugar Data

Discussion created by Zlatyslava Topchyi on Jan 28, 2019

Date: January 30, 2019

Time: 4:00 - 4:20 PM UTC+0

Especially useful for:

  • Sugar Users
  • Sugar Solution Consultants
  • Sugar Admins


Why it is worth attending:

Each business is unique, but in any business, all CRM users need to monitor and manage multiple future actions:

  • date & time of calls and meetings
  • start and finish date of tasks
  • expected close dates for opportunities, RLI, quotas
  • "valid until" dates for quotes or proposals
  • renewal dates in contracts, products, subscriptions or other custom objects
  • any "postpone until" dates in leads, opportunities, quotes, cases, documents or specific custom objects

No doubts, this is not a full list, and you may extend this list with your own need-to-do actions.


  • Would you like to see all future actions that need your attention in one serial stream on the main Sugar dashboard?
  • Would you like to see all actions related to the account on an account dashboard no matter what contact, case, opportunity, etc. these actions were planned on?
  • Would you like to see on the contact list dashboard all activities related to all contacts in this list?

If your answer is "YES", this webinar is worth attending. We are going to present how to make all these possible in Sugar with Need ToDo Viewer add-on.


If you can’t make it to the live session, sign up anyway and we’ll send you the recording.