Code Book featured in SugarCRM

Code Book featured in SugarCRM

Did you know that the Code Book exsists in Sugar for our top categories.  Remember a while back Chad asked you all to take the top categories and update the code book for them, well we used all that info and added it to Sugar for a digital code book.

There are a few places you can find it.

Desktop

In the Customer/Prospect profile click on the placement category and it will open up the code book for that category.  (Remember we do not have something for every category)

Desktop – Go straight into the Placement Category Module and search the placement category you are looking for code book info on.

Mobile

Again go to the Customer/Prospect profile, click on the placement category and the code book for that category will open up.

Mobile

Open up the Placement Category Module from the main menu

And then search for the category you are looking for code book info on.

Still have questions? Call Tiffany or Sales Support for additional assistance.