Being in business is a large series of small events—meetings, telephone calls, notes, emails, or reminders to revisit an issue in a few months. A very important aspect of any CRM is the ability to schedule these activities, and to associate them with the accounts and contacts they involve.
In SugarCRM, there is a full group calendaring system that is capable of scheduling all these activities and helping staff schedule meetings or telephone calls at times when people are free to attend them. It will also make a note of these meetings and calls in the calendars of all those invited to take part in them.
Click on the Calendar tab now, and you should see a screen like this:
Calendar: Day View
This is the default view for the Calendar tab—the day view for today’s date. As you can see, there are buttons to see views for the current week, month, or even year. In addition, within each of these views, there are nudge controls to go to the previous or next day, week, month, or year.
Take...