1. To tag an email and have it highlighted, we will press right click on the email and we will move to the option Tag Message and press New Tag. NOTE: If we already have a tag created, in the drop-down of Tag Message we will see the tag already created to be able to … Read more
1. To look for any email in Zimbra we will go to the search bar located in the top right. Once here we will introduce a keyword to search and press ENTER or in the magnifying glass. 2. Once the search is done, the Search window will appear where we can specify the search even … Read more
Before we start using bDrive we will have to implement it and configure it in our Zimbra, if we have not already done. For this we will first consult the manual How to implement Zimlets to our Zimbra? and then How to configure bDrive in Zimbra?. Functions of bDrive in Zimbra: Sending bDrive attachments. Share … Read more
1. Before starting to configure Nextcloud, we will have to implement this Zimlet to our Zimbra. To do that, we will consult the manual How to implement Zimlets to our Zimbra?. 2. Once we have Nextcloud implemented in our Zimbra, to be able to configure it, we will go to the main screen of Mail, … Read more
Actually we can not install Zimlets to our Zimbra quickly and freely. The Zimlets that we have installed depend on the server where we are. In this way the only way to implement a new Zimlet that is not previously installed on our server is to contact our Zimbra provider. 1. To implement a Zimlet … Read more
You can easily export / import Analytic Reporting Tool reports from one system to another. You can also use the report export as a backup of your created reports before system upgrades or migrations. In order to do this, you need to log-in into your CRM system as an Admin user. Open Analytic Reporting report … Read more
It is possible to create a Snapshot report for a given time period as well as periodically generate new snapshot data (i.e. by the end of each day, week or month). The Snapshot report is using data from Sugar history audit (this means that to keep track of changes – Audit History has to be … Read more
Sometimes it is necessary to see, for example, how long it took for one status to be changed to another. The system only shows you the current status, but if you keep your system data history audit, it is possible to analyze this data in a report as well. In order to add the data … Read more
You can format your own Excel templates in order to have the Analytic Reporting Tool output the report data in your formatted Excel / PDF template. In order to do this, start by creating an Excel file that you will use as a template. In your Excel template you can add logos, colors, define the … Read more
Calendar Calls, Meetings and Tasks are very essential tools to organize your work. However, in Sugar and SuiteCRM systems they are treated as separate modules, making it difficult to bring them all together and keeping an overview. Analytic Reporting tool now lets you do just that. With a few simple steps to set up you … Read more
