sugarcrm-record-activites

Whether you are a SugarCRM user or management user, activity logging and analysis is one of the most utilized areas of SugarCRM. As a user, you keep up with activities to ensure that you connect with each prospect and customer. As a manager you are looking to hold users accountable for their relationships. In this article, we are going to review 4 ways that you can review activities from an individual record.

As a quick primer, a record in SugarCRM is any single entry into a module. An example would be a specific Contact, Account or Lead. Users need to analyze activities in different ways for different reasons. Let’s take a look at 4 ways that SugarCRM activities can be reviewed.

 

Subpanels

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The subpanels for activities are a quick and easy way that a user can see SugarCRM activities broken out by individual type. Subpanels provide a robust set of data and the user can paginate through historical activities.

 

Dashlets

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The SugarCRM Activity dashlet is optimized to quickly see a rollup of of activity data. In this dashlet you can filter by your activities or all activities with a single click. You can also quickly view future and historical activities.

 

Historical Summary

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Many users don’t find this gem of a feature but by clicking the dropdown next to the Edit button and clicking Historical Summary, you can get a running list of activity information in a full width list view.

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Activity Stream

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Clicking the Activity Stream button on a record opens up multiple features including a full stream of changes related to that record as well as the SugarCRM record level chat features. This is different from the Historical Summary since it includes more than activities.

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Each of these options provide teams and managers a quick and easy way to view activities within a record.  What options did we provide that were new to you or your team?