Author avatar for jessica

Access Links to Helpful Resources Directly from SugarCRM

Posted by on June 1, 2021

Highlevel Overview

Upsert® LaunchPad is a new SugarCRM add-on that allows you to configure an always-available menu of links in Sugar's navigation bar. The links can be configured independently for different teams and roles using a simple drag-and-drop interface.

Whether you want to add a link to your ERP or intranet, facilitate access to spec sheets and white papers, or fast-track clicks to the employee recognition program, your users will thank you for serving up shortcuts to critical resources right where they need them.

Upsert LaunchPad for SugarCRM

Key Benefits

Team and Role Configuration

Each category and menu item in LaunchPad can be configured as visible to all users or users of specific teams or roles. This lets you deploy contextual, relevant menus to each department and function using the CRM.

Menu Layout Configuration

A simple drag-and-drop interface allows you to quickly configure the order of link categories and menu items. You may also select an icon for each menu item, giving users a quick visual cue to the type of resource it pertains to.

Internationalization

With each element you create in LaunchPad, you can define how it appears for users logging into Sugar in localized languages.

Watch Video Overview

Compatibility

  • Sugar Sell, Serve, Enterprise, and Professional products
  • Versions 9.0 and higher
  • Hosted in SugarCloud or on-site

Upsert founded by former SugarCRM support experts

Upsert co-founders Jerry Clark and Chris Raffle have worked a collective 20+ years in the CRM industry, specifically (and previously) for SugarCRM. During that time, they were dedicated to building a global team focused on providing unparalleled customer experiences through empathetic service and technology-driven solutions. Today, Jerry and Chris run Upsert to develop smart solutions for businesses that either optimize existing systems and processes, or infuse new tools and concepts. This experience is an added bonus when it comes to having peace of mind for purchasing SugarCRM-compatible add-ons.

To learn more about this solution, go to Upsert LaunchPad or search for "resource link."