One of the reasons our company was drawn to offering SugarCRM for our customers was due to its ease of customization. Many customers rarely use any CRM solution right out of the box so we wanted to offer a product that would empower our customers to be able to make customizations quickly and efficiently without having to spend tons of money. Over the next few posts, I will be going over some of the top "No Code Customizations" you can make to SugarCRM.
When employees are new to CRM, they are sometimes resistant to change. The terminology used in SugarCRM may not match the terminology they may be accustomed to. They may be used to using "Customers" instead of "Accounts". Thankfully in SugarCRM we are given tools that allow us to rename Sugar modules to match your customer's current terminology.
In our example below, our Customer Service Representatives have always noted their customers as "Customers". In SugarCRM, we notate them as "Accounts". Below I will show you how to rename the "Accounts" module in SugarCRM to "Customers".
1. First, you'll need to login to SugarCRM with a user with Admin privileges and click on the Admin link.
RESULT: The Administration page displays.
2. Once you're on the Administration page, scroll towards the bottom to the Developer Tools section. Here you'll find the option to "Rename Modules".
RESULT: The Rename Modules page displays.
3. The tab labels and the corresponding database values display on the page. From the drop-down list displayed above the tab levels, you can select the language to display the tab.
4. Click the label that you want to edit and enter the singular and plural label replacement.
5. Click on the Save button to save your changes.
Check back next week when we create custom and dependent fields in SugarCRM.
Sage has released their newest version of their popular Contact Management software, ACT!
Sage ACT! 2012 has many new features that will help increase productivity and efficiency.
Here are some of the new features available in Sage ACT! 2012:
What's New in Sage ACT! 2012
It has been warned by from Symantec that anyone still using pcAnywhere to remote into their computers should disable the product and stop using it. It was revealed that several years ago a theft of its source code puts their customers at risk of an attack.
from www.smh.com.au -
Security firm Symantec took the rare step of advising customers to stop using one of its products, saying its pcAnywhere software for accessing remote PCs is at increased risk of getting hacked after blueprints of that software were stolen.
The announcement is the company's most direct acknowledgement to date that a 2006 theft of its source code put customers at risk of attack.
Symantec said it was only asking customers to temporarily stop using the product, until it releases an update to the software that will mitigate the risk of an attack.
It acknowledged that some customers would need to continue using the software for "business critical purposes", saying they should make sure they were using the most recent version of the product and "understand the current risks", which include the possibility that hackers could steal data or credentials.
Still, it is highly unusual for a software maker to advise customers to disable a product completely while engineers develop an update to fix bugs. Companies typically recommend mitigating factors that will reduce the risk of an attack.
"That's crazy. That's pretty much unheard of to just say 'Stop using it'. Especially a vendor as large as Symantec," said H.D. Moore, chief architect of Metasploit, a platform that security experts use to test whether computer systems are vulnerable to attack.
PcAnywhere is a software program that is also bundled with some titles in Symantec's Altiris line of software for managing corporate PCs, Symantec said in a white paper and note to customers released on its website overnight where it disclosed the warning.
Company spokesman Cris Paden said that Symantec has fewer than 50,000 customers using the stand-alone version of pcAnywhere, which was available for sale on its website for $US100 and $US200 as of early Wednesday afternoon in the US.
The company last week warned customers of the 2006 theft of the source code, or blueprints, to pcAnywhere and several other titles: Norton Antivirus Corporate Edition, Norton Internet Security, Norton Utilities and Norton GoBack.
It made the announcement after a hacker who goes by the name YamaTough released the source code to its Norton Utilities PC software and had threatened to publish its widely used anti-virus programs. Authorities have yet to apprehend that hacker.
At the time, Paden said that the theft of the code posed no threat as long as customers were using the most recent versions of Symantec's software, with one exception: users of pcAnywhere might face "a slightly increased security risk".
In the white paper published early on Wednesday morning in the US, the company indicated the situation was more serious.
"At this time, Symantec recommends disabling the product until Symantec releases a final set of software updates that resolve currently known vulnerability risks," it said in the white paper.
The company also reiterated its previous guidance that users of its other software titles were not at heightened risk because of the breach in 2006.
"The code that has been exposed is so old that current out-of-the-box security settings will suffice against any possible threats that might materialise as a result of this incident," it said on its website.
Have you ever wanted to create a new company in Sage ERP MAS 90 or MAS 200 and copy the customers, vendors and items from one of your existing companies without the transactions attached to them? This is great for starting a new company in MAS, or even creating a test company with no existing transactions to train with.
For as far back as I can remember of MAS90/200, there has been a hidden utility in Sage ERP MAS 90/200 to accomplish just that.
For more instructions on using the utility, use the help button in the lower right hand of the screen when you are in the Copy Masterfile Utility.
One of the biggest hold backs for us upgrading our customers to Sage ERP MAS 90/200 v4.5 is an issue where invoice amounts double in the posting of the Daily Transaction Register.
About a month ago, it was found that Sage 100 (also known as ERP MAS 90/200) was duplicating postings in the Daily Transaction Register from Sales Order Invoices. The Daily Transaction Register was always in balance so it wasn't always noticed but when looked at closely, it showed that the amounts were doubled.
At the time, the only workaround was to preview the Daily Sales Reports/Updates prior to updating the Daily Sales Report.
As of yesterday, Sage released Hot Fix SO4081-T.
This resolves the double posting issues.
You can download the fix here.
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