upsert-primary-contact - Profile

Upsert, LLC

Public Bio

Display Name
Upsert, LLC
Website
https://upsertconsulting.com
Member Since
January 14, 2020
Last Seen
February 05, 2025

Upsert® Sudo Login

Log in to SugarCRM as other users. See exactly what the impersonated user sees without the need to share or reset passwords. Administrators can even delegate sudo privileges to users, roles, and teams...

Upsert® LaunchPad

Add an always-available menu of links on Sugar's navigation bar, configured uniquely for different teams and roles.

Upsert® Calendar

See the events from all activity modules plus your custom modules in one calendar. Create shared calendars by users, teams, and roles, see your activity lineup in agenda view, and manage employee shif...

Upsert® Lockout

Set maintenance windows so admins can't make disruptive changes or run performance-draining processes during peak usage times.

Upsert® Masked TextField

Add a custom field type that conceals the values of certain fields until the user chooses to expose them.

Upsert® Lens

Search, monitor, and adjust backend configurations, full-text search indexing, user-tracker activity, scheduler/job queue management, plug-in upgrade history, geocoding queues, and vardef viewer.

Upsert® BPM Essentials

Extend SugarBPM with custom actions and improve the admin experience with enhanced SugarBPM module views and dashlets.

Upsert® Notifications

Schedule and broadcast alerts, reminders, and updates using Sugar notifications, popups, and email.

Upsert® Preference Enforcer

Enforce specific user configurations and control how individual users can access those settings to streamline your onboarding process. Let the platform customize and uphold your user settings.

Upsert® Trash Bin

Oops! Did you mean to delete that? Restore deleted records and relationships without any developer intervention.

Upsert® IP Restriction Manager

Secure your SugarCRM instance from unauthorized access. The IP Restriction manager allows you to restrict logins by IP and platform and can be applied directly to users, roles, and/or teams. Did we m...

Upsert® Last Modified By

Display a time stamp at the field level on record views, showing who last changed each field and when.

Upsert® Themes

Apply unique color palettes and watermarks for all of your Sugar environments including portal.

Upsert® Markdown Field

Add a new field type to Studio that renders markdown for display on record views, list views, previews, and reports.

Upsert® Deduplicate

Simple but sophisticated duplicate-record detection so you can have the cleanest possible database. Define the fields that you want to compare, and then manually review the matches or set Sugar to aut...

Upsert® Connector for Slack

Send messages from Sugar to Slack, use SugarBPM to automate messages, and perform Sugar searches from your Slack window.

Upsert® Migrator

A development framework that assists developers in generating database migrations for schema changes, data updates, and even promoting Sugar upgrades between environments.

Upsert® Connector for Microsoft Teams

Send messages from Sugar to Microsoft Teams. Create meeting links for your scheduled meetings and create and relate Teams channels to your Sugar records.

Upsert® Timesheets

Upsert<sup><span class="upsert-trademark">®</span></sup> Timesheets lets you log time against any Sugar record for tracking SLAs, billable hours, or next-level KP...

Upsert® IP Restriction Manager (with Support)

Secure your SugarCRM instance from unauthorized access. The IP Restriction manager allows you to restrict logins by IP and platform and can be applied directly to users, roles, and/or teams. Did we m...

Upsert® User Adoption

Track and report on user behavior across modules in SugarCRM for an in-depth understanding of user adoption patterns. See which users are most active, which modules see the most traffic, and create re...

Upsert® Focused Views

Are you tired of wasting time sifting through cluttered record views with irrelevant information and subpanels? Say goodbye to distractions and boost your productivity with Upsert® Focused Views.

Upsert® Call Center

Upsert<sup>®</sup> Call Center transforms your CRM into a customer-centric powerhouse with any application that supports browser screen pop. It automatically creates call records and s...

Upsert® Call Center for Microsoft Teams Phone

Upsert<sup>®</sup> Call Center for Microsoft Teams Phone transforms your CRM into a customer-centric powerhouse. It automatically creates call records and serves up caller insights in ...

Upsert® Call Center for RingCentral

Upsert<sup>®</sup> Call Center for RingCentral transforms your CRM into a customer-centric powerhouse. It lets you make and take RingCentral calls from within Sugar. It automatically c...

Upsert® Calculated Fields

Enhance your calculated fields in Sugar with background processing algorithms that keep the values up to date without slowing users down.

Upsert® Call Center for Dialpad

Upsert<sup>®</sup> Call Center for Dialpad transforms your CRM into a customer-centric powerhouse. It lets you make and take Dialpad calls from within Sugar. It automatically creates S...