upsert-primary-contact - Profile

Upsert, LLC

Public Bio

Display Name
Upsert, LLC
Website
https://upsertconsulting.com
Member Since
January 14, 2020
Last Seen
December 10, 2025

Upsert® Sudo Login

Impersonate other users safely without password sharing. Delegate sudo privileges to specific users and roles. Works with or without SugarIdentity.

Upsert® LaunchPad

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

Upsert® Calendar

See all your events in one super-calendar. Create shared views by user, team, or role, and manage employee shifts in scheduling mode.

Upsert® Lockout

Block disruptive admin changes during peak times. Set maintenance windows to prevent accidentally breaking things when users need the system most.

Upsert® Masked TextField

Add ninja-level security to sensitive fields - a custom field type that conceals values until the user chooses to expose them.

Upsert® Lens

Monitor and tune backend configs, search indexes, user-tracker and job management, plug-in upgrade history, geocoding and vardef viewer.

Upsert® BPM Essentials

Extend SugarBPM with custom actions and enhanced admin views and dashlets.

Upsert® Notifications

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

Upsert® Preference Enforcer

Enforce user preferences across your instance. Streamline onboarding, lock down configurations, and control access to keep everyone aligned.

Upsert® Trash Bin

Oops! Did you mean to delete that? Restore deleted records with a click. Never fear accidental deletions again.

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

Track field-level changes in real time. Display a time stamp that shows who changed what and when, down to individual fields.

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

Clean up duplicate records automatically. Set your rules and let Sugar merge matches for you. Marie Kondo would be so proud.

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 dev framework to generate database migrations for schema changes, data updates, and promoting Sugar upgrades between environments.

Upsert® Connector for Microsoft Teams

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

Upsert® Timesheets

Log time against any Sugar record for tracking SLAs, billable hours, or next-level KPIs.

Upsert® IP Restriction Manager (with Support)

Lock down Sugar access by IP and platform. Apply restrictions to users, roles, or teams. Free to use (support upgrade available).

Upsert® User Adoption

Track user engagement like a pro. See who's active, which modules are hot, and boost adoption with data-driven insights.

Upsert® Focused Views

Declutter your record views instantly. Hide irrelevant info and boost productivity.

Upsert® Call Center

Transform Sugar into a call center powerhouse with any app that supports browser screen pop. Auto-log calls and serve up caller insights in real time.

Upsert® Call Center for Microsoft Teams Phone

Make MS Teams calls right from Sugar. Automatically log calls and serve up caller insights in real time.

Upsert® Call Center for RingCentral

Make RingCentral calls right from Sugar. Automatically log calls and serve up caller insights in real time.

Upsert® Calculated Fields

Process updates to calculated fields in the background without slowing users down. Speed demon mode: engaged.

Upsert® Call Center for Dialpad

Make Dialpad calls right from Sugar. Automatically log calls and serve up caller insights in real time.

Upsert® Connector for Loqate

Validate contact info with real-time global capture and verification. Loqate finds telephone, email, and physical addresses from around the world.