Homepage definition

Customize your Homepage with favorite modules and icons or dashets for Saved Searches



Unified calendar includes your mobile calendar events

The unified calendar displays your CRM Calls and Meetings as well as your iPhone/iPad/Android calendar


Call your contacts

No need to open a call or a meeting, find the contact, then the phone numbers.
The phone numbers of Contacts, Leads or Accounts related to an activity are immediatly displayed so that you can call them with just one click.


Inline edition

With In-line edition, you can modify a field value from Details view.
Just tap an hold on a field to edit it's value

Sign Documents

Your customers can approve and sign Quotes, Cases, Project Tasks.
This requires the Drawing and Signature module by Captivea available on SugarOutfitters

Find Contacts, Accounts, ... close to a location (current location if your GPS is active, an address, an account or a contact.

Filter results with My Items or a Saved search