aXia Tools Accelerate User Adoption and Boost Productivity.
A curated collection of software add-ons that augment your UX and workflows, to make your CRM more efficient.
aXia Tools include
these CRM Enhancements
Consolidated
Activity Report
- A Dashlet for presenting calls, meetings, emails, and tasks
- Visualize activities in graph format
- Customize reports according to your needs and audience
Log-in as
- Allows an Admin level user to log in as any active Regular User without knowing their credentials
- Convenient position of the button under “Edit” in user record view
- Full Sugar Functionality while logged in as another user
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Web Form
Integrator
- Enables Sugar to receive form data from any source
- Improved functionality compared to the native SugarCRM web-to-lead forms
- Works with any module, including custom modules
Fuzzy Search
- Accelerates the global search function
- Enables you to find records with less input
- Allows wildcard character(%) in a quick search filter definition
Timeline Activities
- Shows the user a history of any Calls, Notes, Tasks, or Emails related to a record
- Presented with a visual timeline
- Data can be filtered by Module, Year, Month, Day
Dashboard Deployer
- Lets Admin users deploy dashboards across entire teams with ease
- Users can either overwrite or postfix when deploying dashboards
Pretty URL
- Makes a URL field show up as any name you want
- Makes UI more appealing
- Saves space in texts
Calculated Fields Recalculator
- Recalculates, via Scheduler, all fields (that have calculated value) for modules that have it setup
- Workflows can be triggered
- Makes workflows more efficient
- Less manual input required
Address Validator
- Simplifies and improves accuracy when inputting any addresses for Accounts, Contacts, and Leads (within the US or Canada
- Based on Google API it auto-populates the address fields
Country/State Dropdowns
- Adds a pre-configured drop-down menu with countries and their states
- Available for Leads, Accounts, Quotes, Contacts
- States are updated based on the selected countries
Advanced Trackers
- Track when a field changes
- Allows you to create reports to find out how long a field stayed on a specific value
Let’s Chat aXia!