Highlevel Overview

Some system maintenance tasks will cause Sugar to rebuild files, forcing active users to get logged out and lose their work. CRM is a business-critical application and Upsert^® Lockout protects your users by ensuring stable performance throughout the workday.

Upsert Lockout enables you to selectively regulate administrators' access to Sugar's admin functions during peak usage times. Administrators can prepare their work in advance and apply any potentially disruptive or performance-draining changes at times of day when users are least likely to be affected.

Key Features

Studio Lockout

Prevent admins from making frivolous, mid-day changes that may frustrate users by causing forced page reloads.

Quickly Find Maintenance Windows

Attempting to access a locked action will show the locked-out admin a list of upcoming access windows so they can schedule their work accordingly.

Prevent Module Installations

Module installations during the day may lead to a broken instance. Limit these installations to after-hours to ensure your team isn't interrupted.

Emergency Bypass

Select administrators will be able to bypass lockouts for emergency situations.

Watch Video Overview

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 Lockout or search for "CRM maintenance."