![enable.services](/img/default-banner.jpg)
- 106
- 37 376
enable.services
United Kingdom
เข้าร่วมเมื่อ 15 มี.ค. 2018
Enable Technologies is the Top SugarCRM Partner in the EMEA. Providing complimentary services such as Mautic Marketing Automation, Monday.com, VoIP, and much more! This channel will be full of helpful tips, tricks, guides and demos of some of our favourite features of the products we sell.
Mastering monday.com Automation | Automation Tutorial
Getting to grips with monday.com's automation features looks daunting, but it's extremely powerful for your workflow.
In this video, we provide ways to master monday.com's automations, including cross-board automations.
0:00 Intro
0:14 What is Automation?
0:49 monday.com Automation Basics
2:34 Going further
4:55 Cross-board & Chain automation
5:37 Keep live data safe!
5:56 Outro
______________________________
Book a FREE 30-minute meeting now:
bit.ly/4gddvrp
Grow your business with monday.com and enable:
bit.ly/enablemondaydotcom
Contact us:
bit.ly/EnableContactUs
Follow us on LinkedIn:
bit.ly/es_LinkedIn
Follow us on Instagram:
bit.ly/es_Insta
In this video, we provide ways to master monday.com's automations, including cross-board automations.
0:00 Intro
0:14 What is Automation?
0:49 monday.com Automation Basics
2:34 Going further
4:55 Cross-board & Chain automation
5:37 Keep live data safe!
5:56 Outro
______________________________
Book a FREE 30-minute meeting now:
bit.ly/4gddvrp
Grow your business with monday.com and enable:
bit.ly/enablemondaydotcom
Contact us:
bit.ly/EnableContactUs
Follow us on LinkedIn:
bit.ly/es_LinkedIn
Follow us on Instagram:
bit.ly/es_Insta
มุมมอง: 72
วีดีโอ
This free app transforms monday.com into an adventure game
มุมมอง 4114 วันที่ผ่านมา
Bring a little adventure to your monday.com work with the free Task Magic app, available in monday.com. That said, for further help setting it up, or for assistance with your monday.com overall, you can find us using the links below! Grow your business with monday.com and enable: bit.ly/enablemondaydotcom Contact us: bit.ly/EnableContactUs Follow us on LinkedIn: bit.ly/es_LinkedIn Follow us on ...
Real World CRM Integration Uses with Canal & River Trust and Landor
มุมมอง 3721 วันที่ผ่านมา
At our CRM in Business event, enable CEO David sat down with Roy Gibson of Canal River Trust and Aster Befekadu of Landor to discuss how they use integrations in their CRM systems. Grow your business today with enable & SugarCRM: hbit.ly/enableSugar Follow us on LinkedIn: bit.ly/es_LinkedIn Follow us on Instagram: bit.ly/es_Insta
SugarCRM's underrated Timeline Dashlet
มุมมอง 78หลายเดือนก่อน
Sugar Dashlets give you all the information you need in one easy to see dashboard. But we still find that the Timeline dashlet doesn't get the appreciation it deserves. In this video, we highlight what it's capable of. Grow your business today with enable & SugarCRM: hbit.ly/enableSugar Follow us on LinkedIn: bit.ly/es_LinkedIn Follow us on Instagram: bit.ly/es_Insta
Why monday.com is AWESOME for Marketers and Marketing Agencies
มุมมอง 98หลายเดือนก่อน
monday.com is a great one stop solution for Marketers and marketing agencies to do almost everything! In this video, we present how it can work for teams of almost any size, and how enable can bring your work vision to life. Check out where to find us👇 Grow your business with monday.com and enable: bit.ly/enablemondaydotcom Contact us: bit.ly/EnableContactUs Follow us on LinkedIn: bit.ly/es_Lin...
'We couldn't operate without our Sugar System.' - The Shutter Shop Success Story
มุมมอง 37หลายเดือนก่อน
We sat down with Ben Kelly from The Shutter Shop to talk about how the industry has changed over the years, the adoption of Sugar in the business, and the role enable played in making that adoption a reality. Grow your business today with enable & SugarCRM: hbit.ly/enableSugar Follow us on LinkedIn: bit.ly/es_LinkedIn Follow us on Instagram: bit.ly/es_Insta
The Best Tips for monday.com Beginners - Full Webinar
มุมมอง 96หลายเดือนก่อน
In this video, our resident monday.com Professional Services expert Alex offer his top five tips of advice for beginning with the platform. More advanced users, there's some cool bits in here for you too! Check out where to find us👇 Grow your business with monday.com and enable: bit.ly/enablemondaydotcom Contact us: bit.ly/EnableContactUs Follow us on LinkedIn: bit.ly/es_LinkedIn Follow us on I...
When you're still using Can & String - enableVoice, VoIP business phones
มุมมอง 672 หลายเดือนก่อน
Upgrade your voice communications with enable's VoIP business phone services, enableVoice. Find out more here: bit.ly/VoiceCan Start growing YOUR business👇 Follow us on LinkedIn: bit.ly/es_LinkedIn Follow us on Instagram: bit.ly/es_Insta
Working with enable and monday.com - Event Concept Success Story
มุมมอง 432 หลายเดือนก่อน
We sat down with Ben Krebs at Head of Production at Event Concept to talk about monday.com, working with enable, and how the organisation has grown to fulfil the needs of its clients. 00:00 - Introduction 00:24 - Ben Krebs and the rise of Event Concept 01:30 - How monday.com became integral to the business 02:56 - Working with the enable team Additional footage provided by Event Concent. Grow y...
SugarCRM acquires sales-i - Here's why you should take notice!
มุมมอง 912 หลายเดือนก่อน
SugarCRM has recently acquired sales-i. Here's why you should take notice, especially if you run a business in the manufacturing industry! Grow your business today with enable & SugarCRM: hbit.ly/enableSugar Follow us on LinkedIn: bit.ly/es_LinkedIn Follow us on Instagram: bit.ly/es_Insta
Accountability with monday.com (ft. Interactive Workshop)
มุมมอง 653 หลายเดือนก่อน
Stay accountable for your work with monday.com as Millie and Chris from Learning & Development Agency Interactive Workshop detail how they use the platform to do just that! Check out where to find us👇 Grow your business with monday.com and enable: bit.ly/enablemondaydotcom Follow us on LinkedIn: bit.ly/es_LinkedIn Follow us on Instagram: bit.ly/es_Insta
Save TONS of time in SugarCRM with Mass Merge and Mass Update
มุมมอง 433 หลายเดือนก่อน
Perhaps one of the most underrated simple feature of Sugar, the Mass Merge and Mass Update function will save you possible headaches from duplicate content, and time from updating records. Here, we show you how to use both! Grow your business today with enable & SugarCRM: hbit.ly/enableSugar Follow us on LinkedIn: bit.ly/es_LinkedIn Follow us on Instagram: bit.ly/es_Insta
Using monday.com as a 'single source of truth' (ft. Ben Krebs, Event Concept)
มุมมอง 473 หลายเดือนก่อน
Using monday.com as a 'single source of truth' (ft. Ben Krebs, Event Concept)
Task Management made easy with Smart Guides | SugarCRM
มุมมอง 653 หลายเดือนก่อน
Task Management made easy with Smart Guides | SugarCRM
Why You Need A CRM In the Financial Services sector
มุมมอง 774 หลายเดือนก่อน
Why You Need A CRM In the Financial Services sector
How to create reports in Sugar | SugarCRM Tutorial
มุมมอง 2174 หลายเดือนก่อน
How to create reports in Sugar | SugarCRM Tutorial
SugarCRM Version 14 is here! The Best New Features
มุมมอง 1534 หลายเดือนก่อน
SugarCRM Version 14 is here! The Best New Features
Why you need a CRM as a Logistics business in 2024
มุมมอง 464 หลายเดือนก่อน
Why you need a CRM as a Logistics business in 2024
When you need a CRM but your boss still uses sticky notes...
มุมมอง 135 หลายเดือนก่อน
When you need a CRM but your boss still uses sticky notes...
monday.com's Activity Log is more useful than you think
มุมมอง 1705 หลายเดือนก่อน
monday.com's Activity Log is more useful than you think
Secure your sales with the SugarCRM Creditsafe integration add-on
มุมมอง 366 หลายเดือนก่อน
Secure your sales with the SugarCRM Creditsafe integration add-on
Announcing enable's Charity of the Year - RSPCA Suffolk Central
มุมมอง 936 หลายเดือนก่อน
Announcing enable's Charity of the Year - RSPCA Suffolk Central
Join us at King's House London for the enable 'CRM in Business' Event - 21st March 2024
มุมมอง 196 หลายเดือนก่อน
Join us at King's House London for the enable 'CRM in Business' Event - 21st March 2024
Top 10 Hidden Tools in SugarCRM - Full Webinar
มุมมอง 786 หลายเดือนก่อน
Top 10 Hidden Tools in SugarCRM - Full Webinar
"Tradition is important to us" - Timothy Taylor's Success Story
มุมมอง 716 หลายเดือนก่อน
"Tradition is important to us" - Timothy Taylor's Success Story
Introducing enableVoice - Business VoIP Phone system
มุมมอง 267 หลายเดือนก่อน
Introducing enableVoice - Business VoIP Phone system
Why you need AutoID and Docugen apps for monday.com CRM
มุมมอง 1317 หลายเดือนก่อน
Why you need AutoID and Docugen apps for monday.com CRM
Make your SugarCRM data more accessible with this add-on
มุมมอง 527 หลายเดือนก่อน
Make your SugarCRM data more accessible with this add-on
This video was helpful. However I have one large project and many workstreams. I would like to create one Main Board.. Then connect the projects and choose items for those boards as dependencies. Is there a way to do that so the main board can "see" the connected boards but it doesn't muddy up everything? Does that make sense?
Thanks for watching! Based on your query, the closest app that could get to this would be the Roll-up Multiple Boards app could be what you're looking for. We made a video on it here: th-cam.com/video/UqIXY5MrxPI/w-d-xo.html There will be some limitations to dependencies within the main board, but as it works off templated projects, these can contain dependencies and automations to the desired effect when created. If this isn't quite what you are looking for, I'd recommend giving our team a call using the details in the description as they can explore based on your specific use-case.
monday vs airtable for retail ?
Quick comment to remind all your viewers how bad Sugar CRM is. I'm a sales director. Run away from this CRM.
🙌
I have the same question as John. How can you insert fields from more than one module - say accounts and contacts - in one document?
Hi, thank you for the question! I've added a response to John, but I'll copy it here too. This is more complex, but we’ll try our best to explain it here: When you’re in the Template Assistant, pick the Module that the Template is assigned to, and then in the Select Relationship dropdown, pick the related Module that you want to take data from. If you are using an Account and want data from your Contacts, the relationship would be the Contacts. Then, press the Cog icon to the right of this. It should show you the identifier that it needs to look in a related field to the top level Accounts record. In this example, it should look something like: {#contacts }{/contacts} Anything that is between that will be brought through from the Contacts connected to the Records. Add a field to Sort by (Name for E.G.) and the direction (ascending or descending). It should automatically add an object field and it will now look something like this: {#contacts sort='name:ASC'}[object Object]{/contacts} On Fields, add the fields you want to add. In this example, adding a Name and mobile number will bring these through, so it will look like this: {#contacts sort='name:ASC'}{name}{phone_mobile}{/contacts} Now you can copy this to your clipboard and paste to your template. You can add text to it and the fields will populate with the information from Sugar. So an example of this in a sentence is: {#contacts sort='name:ASC'} The name of this contact is {name}, and their phone number is {phone_mobile}. {/contacts} This will produce this on the Document: The name of this contact is John Doe, and their phone number is 07xxx xxxxxx. Be aware that it will produce all results from related modules with more than record attached. Using the above example, if the account has two Contacts, it will produce the Sentence above for each of the two contacts. You can copy this as a table instead, and then the document produced will add a line for each contact with the requested information. This is highly useful for creating quotes with multiple line items from the Products modules, including totals. Hopefully that has helped, but if you’re still not sure, we would recommend contacting us direct as this is more advanced use of Doc Merge. www.enable.services/contact-us/ However, we will look at producing a short to show this in video form too which I can link once it's live if that would help!
How do you draw data fields from more than one module in the same document?
Hi John This is more complex, but we’ll try our best to explain it here: When you’re in the Template Assistant, pick the Module that the Template is assigned to, and then in the Select Relationship dropdown, pick the related Module that you want to take data from. If you are using an Account and want data from your Contacts, the relationship would be the Contacts. Then, press the Cog icon to the right of this. It should show you the identifier that it needs to look in a related field to the top level Accounts record. In this example, it should look something like: {#contacts }{/contacts} Anything that is between that will be brought through from the Contacts connected to the Records. Add a field to Sort by (Name for E.G.) and the direction (ascending or descending). It should automatically add an object field and it will now look something like this: {#contacts sort='name:ASC'}[object Object]{/contacts} On Fields, add the fields you want to add. In this example, adding a Name and mobile number will bring these through, so it will look like this: {#contacts sort='name:ASC'}{name}{phone_mobile}{/contacts} Now you can copy this to your clipboard and paste to your template. You can add text to it and the fields will populate with the information from Sugar. So an example of this in a sentence is: {#contacts sort='name:ASC'} The name of this contact is {name}, and their phone number is {phone_mobile}. {/contacts} This will produce this on the Document: The name of this contact is John Doe, and their phone number is 07xxx xxxxxx. Be aware that it will produce all results from related modules with more than record attached. Using the above example, if the account has two Contacts, it will produce the Sentence above for each of the two contacts. You can copy this as a table instead, and then the document produced will add a line for each contact with the requested information. This is highly useful for creating quotes with multiple line items from the Products modules, including totals. Hopefully that has helped, but if you’re still not sure, we would recommend contacting us direct as this is more advanced use of Doc Merge. www.enable.services/contact-us/ However, we will look at producing a short to show this in video form too which I can link once it's live if that would help!
HI, the problem is between workspaces, Monday don't save the Activity Log.
Unfortunately it seems like a very limited tool, it is complicated to create documents with complex logic. :(
Hi Matteo! Thank you for your comment. We try to keep the tutorials on our channel suitable for less experienced users of Sugar, but Doc Merge can definitely do more complex logic than we've shown here without going too steep on the learning curve. We can dive more in-depth with Doc Merge with you if you would be interested. Please feel free to send us a message here and one of the team will get in touch: www.enable.services/contact-us/
Which tools do you use on your system? Chapters have been added, timestamps also below: 00:00 - Introduction 02:18 - Quick Create 06:17 - Sweetspot 06:39 - Focus Drawer 10:34 - Reports Dashboards 17:10 - Reports Related to 21:43 - Tile View 26:11 - Timeline Manager and view 30:03 - Action Buttons 35:17 - Dependencies and Read Only 43:04 - Quote Images
We hope you enjoyed this insight into Timothy Taylor's traditional method of brewing! If you have any questions regarding using SugarCRM's suite of products in a similar way, leave a comment below and we'll answer as best we can. - The enable.services team
Thanks for the video, very informative! Would you happen to know if there is a way to export the email and activities notes?
Thank you for the kind words! For exporting email and activity notes, if you export the board to Excel, you can choose the option to include Updates. This should pull through notes from the email and activities attached to items in a separate sheet. Exporting a board can be done via the three dots next to the Invite button, More Actions, and then Export Board to Excel. This will provide a .xlsx file which can be loaded into any spreadsheet software (including Google Sheets). We hope that helps!
Hello , I have been following your channel very well. Your channel video topic and quality is very good. You can take your channel even further if you want. But there are some important issues in your channel which will not grow your channel easily if not solved. and your channel SEO score is absolutely zero. this is why your you tube growth is very low. If you can solve this problems your channel will grow very quickly. subscribers ,views , like, comments is very low according to your channel age. and views ,like, comments is also very low according to your subscribers. because channel setting problem and video SEO problem. If these two problems were not present in your channel today you would have got many times better results.
Awesome video
The Dynamic Target Lists add-on is now available! Find out more here: bit.ly/DTLOutfit
Want to skip straight to the middleware explanation? You can at 1:29! Do you use middleware, like Make or Zapier? Let us know below!
Want to know more about what SugarCRM can do to get the most out of your data? Leave us a comment below, or get in touch for a free consultation: bit.ly/3EQMc6a
Grab your coffee and book your consult here: lnkd.in/gV7VgGvS
What CRM do you use? And how does your business use it? Let us know in the comments!
I just googled the translation of 'Customer Relationship Management' in German and it's Kundenbeziehungsmanagement, somehow it has 'management' in there too! 😆
I can't streamline permission for guests on shareable boards as view only
Hi Victoria! The board level permissions are only able to be controlled for Board Owners, and Non Board Owners, and Guests can't be specified. However, you can restrict Guests at an account level. If you click on your profile in the bottom left, and here you can pick the abilities that Guests have at an account level across all shareable boards, effectively makes all boards view only. You will need to be an account admin to perform this. You can also restrict it on a per column basis if that is workable for you. Hope that helps!