Maximize productivity with access to Sugar’s mobile CRM app — optimized for all of the handheld devices you use every day. Maintain productivity while on the road, with or without connectivity.
Role: Accelerator Sr. Technical Product Management
CUSTOM LIST VIEW FILTERS
You can now create, edit, and save custom list view filters directly in Sugar Mobile for use in both the mobile and desktop apps. (24.0)
PROCESS APPROVAL
View a list of approval requests pending user approval in your moble application. Open and review approval requests within sections to remain time aware.
TAG MANAGEMENT & FILTERING BY TAGS
Part 1 - Tag Management: Users can now add, edit, and remove tags on records in Sugar Mobile if an administrator has added the Tags field to Mobile EditView. (15.0)
Part 2 - Filtering by tags: Users can now filter by tags in Global Search and tap a record's tag in detail view to see a list of all records in Sugar with that tag. (16.0)
CUSTOM LIST VIEWS W/ SELECTABLE FIELDS
Users can now select custom fields on each List View whether Contacts, Account, Leads, Opportunities and more.
Highlighted Initiatives
- Offline Mode
- Drill Down
- Custom List View Filters
- Purchases and Purchased Line Items
- Mapping App Options
- Processes Dashlet Refresh
- Tappable Line Items in Quotes
- Meeting Start and End Dates
- Product Catalog Filters
- Generating Quote from Revenue Line Item
- Tag Management
- Quoted Line Item Fields
- Comment Logs / @mentions
- Creating Opportunities from Quotes
- Contact Address Population
- Relating Records to Logged Calls
- Converted Lead Links
- SugarBPM Process Execution
- Comment Log improvement
- Quoted Line Item Worksheet Totals
- Product Catalog Filters
- Generating Quote from Revenue Line Items
- Quote records’ Quoted Line
- Filtering by Tags
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