The Activity Stream of SugarCRM
By Amer Wilson
SugarCRM 7 released recently, has come with a number of significant changes. This Version of Sugar has been built on a completely different framework than the others. The Activity Stream, formerly known as the ‘Newsfeed’ in version 6, has received major improvements compared to the one in previous releases. It is now available on all levels of the system including the home-page, module level, and record level.
Activity Streams in SugarCRM 7 have been modified to serve as a social collaboration tool among users. This collaboration is achieved through posting comments and sharing documents or videos. Users can now easily track the most recent updates across their entire organization via posts on the activity stream.
Note: Activity streams are not available for custom modules.
Some of the key features of the Activity Stream include:
Drag & Drop File Sharing
There are various options available for users to choose from, when creating user posts in the activity stream. One way to add external links, messages, files etc. is by dragging and dropping the links into the post input section. The files dropped are then saved in the Notes Module, and then linked to the record it was created in.
Reference User & Records in Posts
When commenting on a post, you can reference another user or record. Referencing another user can be done by using the ‘@’ followed by the user’s name (e.g. @Francisco Lachowski). Can come in handy when posting quick comments, instead of opting for an email. When you type the ‘@’ symbol followed by the first few letters of the user name, Global search of Sugar populates a list of users that match with what you have typed so far.
If you reference another user on a public post that was shared on the Homepage activity stream, then all users of your organization shall be able to view the post and your reference. But, if the post originates from the record view activity stream, then only the user references shall be able to view the post on their main activity stream.
To reference another record when posting a comment, a hashtag “#” symbol is used, followed by the record’s name (e.g. #Account_name). Similarly, when you type the first few letters of the record name, Sugar populates a list of records that match with what you have typed so far. You can reference multiple records in the same post. To view the referenced record, click on the highlighted record on the post.
Activity Stream View on Individual Records
In the previous versions of SugarCRM, Activity Stream only existed on the homepage dashboard. In SugarCRM 7, activity stream can be accessed from the cube in the upper left navigation bar. The stream is also available on the individual record view, which shows activity only related to that particular record. This makes communicating through the Activity Stream more useful and easier.
On the activity stream, a variety of tools will be able to help you figure out information most relevant to you. All posts are marked with a color-coded module icon, and tagged records will also be color-coded using the same color scheme. These color-coded icons come with a two-letter abbreviation for the module name, which are used throughout the SugarCRM 7 user interface. This makes it easier to identify relevant information.
This Version of SugarCRM also comes with a replay button which makes conversations easier among users.
For more information about Sugar 7, email firstname.lastname@example.org