I'm evaluating SugarCRM as a new CRM, to switch from our Dynamics CRM. I'm looking just at the community edition which I know is more limited. Right now in Dynamics, I can click advanced find for example, but build pretty extensive queries, for example:
Created On: This Month
Revenue is greater than $150
Contracts Received: Does not contain data
And so on. Each field gives a lot of options. I can't seem to figure out if I can do that in SugarCRM though. I tried >150 for greater than $150 but it didn't work.
Another common query I do would be for Phone Calls. I can say show me phone calls, created yesterday for these 4 sales reps, where call type is prospecting, etc.
Thanks everyone!


LinkBack URL
About LinkBacks



Reply With Quote
Bookmarks