SugarCRM SupportProduct GuidesSugar Versions10.010.0 SellSugar Sell 10.0 Administration GuideBusiness Center Management

Business Center Management

Overview

Business centers represent your company's centers of operation. When they are related to your accounts and other records, they can be leveraged in reports and filters to add detail and differentiation to your Sugar data like any other relate field. In addition, each business center describes a time zone, operating hours, and holidays so that a concept called "Business Hours" can be leveraged in SugarBPM™. While some companies may only need to define one business center, others may segment their customers by geographical region, customer type, or other criteria and, therefore, require multiple business centers. For example, companies with wide geographical reaches can create business centers for each region, allowing them to use varying business hours on a per-region level. 

Business centers are specified at the account level and are primarily used for managing Sugar Serve functionality. For more information on license types and the module functionality available for each type, refer to the User Management documentation. For more information on the Business Center functionality offered by Sugar Serve, refer to the Getting Started With SugarBPM for Sugar Serve and Stock SugarBPM - Case Follow-Up Date Management articles.

This documentation covers information and actions specific to the Business Centers module, which is available exclusively for Sugar Serve and Sugar Sell users. For instructions concerning views and actions that are common across most Sugar modules, such as creating, editing, and deleting business centers, refer to the Working With Sugar Modules section of this page.

Please note that you will only be able to access business center records if your user has a Sugar Serve or Sugar Sell license type, and as allowed by your team membership and assigned roles. By default, only System Administrator users with a Sugar Serve or Sugar Sell license type have the ability to create, edit, delete, and merge business centers, though these abilities can be granted to regular users as described in the Creating a Business Center Administrator section below.

Business Center Fields

The Business Centers module contains a number of stock fields that come out-of-the-box with Sugar. For information on using and editing various field types, refer to the User Interface documentation.

Field Description
Time Zone The time zone where the business center is located
Business Hours The hours of the day in which business is conducted at this business center
Note: For more information, refer to the Setting Business Hours section.
Address The business center's physical address
Teams The Sugar team(s) assigned to the business center record
Assigned To The Sugar user assigned to the business center record
Tags User-created keywords that can be used to identify records in filters, dashlets, and reports
Note: For more information on creating and using tags, please refer to the Tags documentation.
Date Created The date the business center record was created
Date Modified The date the business center record was last modified

Working With Sugar Modules

While the Business Center Management module has some features that only apply to business centers, it also uses the Sidecar user interface that most Sugar modules are based on. In the table below, the left column contains links to the User Interface page covering topics that are applicable to all Sidecar modules. The right column has links to sections of the current page that cover topics specific to business centers.

General Instructions for Working With Sugar Modules Business-Centers-Specific Instructions
Use the links below to navigate to the User Interface page which covers topics generic to many Sugar modules. When Business-Centers-specific help exists for each topic, use the links below to navigate to sections of the current page.
Creating Records  
Viewing Records  
Searching for Records  
List View List View Mass Actions Menu
List View Record Actions Menu
Record View Record View Actions Menu
Intelligence Pane  
Editing Records Setting Business Hours
Deleting Records  
Exporting Records  
Finding Duplicate Records  
Viewing Audit Logs  
Favoriting Records  
Following Records  
Sharing Records  

Business Center Menus

The Business Centers module contains various options and functionality which are available via menus in the module tab, list view, and record view. The following sections present each menu and its options with links to more information about each option in the User Interface documentation or within this page.

Module Tab Menus

The Business Centers module tab is typically found by clicking the "More" icon represented by three vertical dots to the right of the module tabs on the navigation bar at the top of any Sugar screen. The additional modules will appear on the list and you can click "Business Centers" to access the list view. 

Once the Business Centers tab displays on the navigation bar, click the triangle within the tab to display the Actions, Recently Viewed, and Favorites menu. The Actions menu allows you to perform important actions (e.g. create, view, import) within the module. The Recently Viewed menu displays the last few business centers you most recently opened. The Favorites menu displays the last few business centers you most recently marked as favorites. For information about favoriting records in Sugar, please refer to the User Interface documentation.
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The Actions menu allows you to perform the following operations:

Menu Item Description
Create Business Centers Opens the record view layout to create a new business center record
View Business Centers Opens the list view layout to search and display business center records
Import Business Centers Opens the import wizard to create or update business center records using external data

If you do not see the Business Centers module tab in Sugar, please check the following:

  • The Business Centers module may be marked as hidden in your user preferences, which will prevent the module tab from being displayed. Navigate to your user profile (upper right of Sugar), click the Advanced tab, and check the Layout Options section. If you see the Business Centers module in the Hide Modules list, simply move it to the Display Modules list and save. For more information on hiding and displaying modules, please refer to the Layout Options section of the Getting Started documentation.
  • The administrator may have disabled the Business Centers module for your entire Sugar instance. Reach out to your Sugar administrator to have the Business Center module displayed. For more information on displaying and hiding modules throughout Sugar, please refer to the Developer Tools documentation in the Administration Guide.

List View Menus

The Business Centers list view displays all business center records and allows for searching and filtering to locate specific business centers. You can view the basic details of each record within the field columns of the list view or click a business center's name to open the record view. To access a module's list view, simply click the module's tab in the navigation bar at the top of any Sugar page.

List View Mass Actions Menu

The Mass Actions menu to the right of the checkbox option in the list header allows you to perform mass actions on all currently selected records. You can use the checkbox on each record's row to select individual business center records or click the checkbox in the list header to select all records displayed on the current set of list view results.
711-tabs-mass-actions

The Mass Actions menu allows you to perform the following operations:

Menu Item Description
Mass Update Mass update one or more business center records at a time
Merge Merge two or more duplicate business center records
Delete Delete one or more business center records at a time
Export Export one or more business center records' data to a CSV file

List View Record Actions Menu

The Record Actions menu to the far right of each record's row allows you to perform actions on a business center record directly from the list view.
711-tags-lv-actions

The options in the Record Actions menu allow you to perform the following operations:

Menu Item Description
Preview (eye icon) Preview this record in the intelligence pane
Edit Edit this record
Delete Delete this record

Record View Actions Menu

The Business Center record view displays a single business center record in full detail including its relevant fields and subpanels of related records. To access a business center's record view, simply click on the business center's name from the list view, dashlet, or from report results. The record view's Actions menu appears on the top right of the page and allows you to perform various operations on the current record.
91-rv-menu

The Actions menu allows you to perform the following operations:

Menu Item Description
Edit Edit this record
Share Share a link to this record via email
View Audit Log View a list of changes that have been made to this business center record
Delete Delete this record

Setting Business Hours

Creating a business center and setting its business hours is only available to Sugar Serve and Sugar Sell users who are administrators or who have Admin-level role access to the Business Centers module as explained in the Creating a Business Center Administrator section. To set business hours, navigate to the Business Hours panel on a business center's record view and enter the hours of operation for each day of the week. For each day's "Hours" field, select one of the following options:

  • Open : The business center has operating hours on this day of the week. After selecting "Open", you must select the Open Time and Close Time for the day. The default open hours are 8:00 AM - 5:00 PM.
  • Open 24 Hours : The business center's operating hours are 12:00 AM - 11:59 PM.
  • Closed : The business center does not have operating hours on this day of the week.

Each business center's specified operating hours can be used in SugarBPM's business hour calculations. After setting the business center's hours, you can designate the holidays for which each business center will be closed. 

Business Holidays and Business Centers

Below a business center record are several subpanels including the Business Holidays subpanel. This subpanel allows administrators to create one-day holiday records for a business center. Holidays will not be included in business hour date and time calculations used by SugarBPM in Sugar Serve and Sugar Sell. Holidays can be added by clicking the Create icon (+) in the Business Holidays subpanel. 

Holidays contain three fields:

Field Description
Holiday Name A descriptive label for the holiday
Note: It is recommended to utilize a standard format that includes the calendar year (e.g., "2020 Independence Day") in the Holiday Name field.
Holiday Date The year, month, and day that this holiday occurs
Note: For holidays that span multiple days, separate Business Holiday records must be created for each day.
Description A brief description or reason for the holiday

Holidays created from a business center's subpanel are automatically related to that business center. The same holiday can be used for additional business centers by using the Link Existing Record option in the Business Holidays subpanel for the other business centers:
91-holidays-link

Creating a Business Center Administrator

By default, only System Administrator users with a Sugar Serve or Sugar Sell license type have the ability to create, edit, delete, and merge business center records in the Business Centers module. It may be helpful to delegate these administrative tasks to one or more designated user(s) without giving them full administrative permissions in Sugar.

Use the following steps to create a Business Center Administrator role:

  1. Navigate to Admin > Role Management.
  2. Click the triangle in the Roles module tab and select "Create Role".
    711-create-role 
  3. Enter a name (e.g. Business Center Admin) for the role then click "Save".
  4. On the Role Chart screen, click "Business Centers" in the module's list to the far left of the page.
    91-bc-roleslist
  5. The screen will display the role settings specific to the Business Centers module. The Access and Access Type columns will default to "Not Set". Click directly on the "Not Set" text for each column and select the following options:
    • Access : Enabled
    • Access Type : Admin
    Note: All other role settings can remain as "Not Set" since the Admin access type will ensure full access to the remaining options.
    91-access-enabled
  6. Click "Save" to preserve the changes.
  7. Scroll to the Users subpanel on the bottom of the screen and click "Select User". Search and select the user(s) you wish to assign this role to.
    select-user
  8. After selecting the user(s), navigate to the user's profile to view their access information via the Access tab. Confirm that the Business Center Admin role is displayed in the Roles subpanel and the Business Centers module's access is set to "Admin".
    91-bc-useraccess

Any user assigned to the Business Center Admin role will have the ability to access increased functionality such as creating, editing, deleting, and merging records in the Business Centers module. For more information on creating roles, please refer to the Role Management documentation.

Last modified: 2020-03-10 22:21:00