Hey everyone,
Totally new to SugarCRM and looking to possibly move from Microsoft Dynamics CRM but evaluating if it can do the critical tasks that I do in Dynamics.
Right now, all my sales reps log their calls. Sugar seems similar to Dynamics in that when you're in an opportunity or an account for example, you can click Log Call and so on.
In Dynamics, I added a button to the top of each form, like accounts, etc which says Phone Call. It's just a quick link so they don't have to click Actions, add new, activity, phone call etc. It's a tiny change but everyone LOVES it and can't live without.
I'm concerned with Sugar because the Log Call button is sort of hidden in the Activities view lower on the screen. I'm just wondering, is there any way to put a quick link as a button on the top?
I want it pretty much where it says Edit, Duplicate, Delete, Find Duplicates, View Change Log. Would be nice if the last one said Phone Call.
Thanks SO much.


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