Upsert^® Calendar

SugarCRM Plug-in by Upsert, LLC

Upsert^® Calendar is a comprehensive SugarCRM calendar and shift-schedule solution that works with Sugar's native calls, meetings, and tasks, plus your custom event modules.

Enjoy true collaborative capabilities with shared calendar views that let you select the users, teams, and/or roles that you want to see. Users will be able to log all-day events like PTO and training, quickly compare availability for colleagues across all activity types, and schedule team meetings on the fly. Upsert Calendar even lets you build and maintain team and individual shift schedules for a true, 360-view of everyone's availability.

Key Features

All of Your Activities, All in One Place

Create, display, and compare events from your own custom activity modules alongside Sugar's native calls, meetings, and tasks.

Quickly Scan Your Upcoming Activities

Switching to agenda view will let you see an easy-to-consume linear view of all your activities, so you can plan your day in a snap.

Save & Share Your Calendars

Create, edit, and share any combination of individual users, teams, roles, and activities with your team and help them focus on what matters most.

Set Up Team Meetings On-the-Fly

View the events for everyone that you want to see on one calendar - add any combination of individual users, teams, and roles. Find an open time slot and then add them all to a meeting with one click.

Integration with Shifts and Shift Exceptions

Upsert's calendar solution integrates with Sugar's native Shifts and Shift Exceptions modules to make scheduling events more intuitive as your users will be able to easily identify when critical attendees are working and available.

Set Your Current Status

Using our newest feature in Upsert^® Calendar, users can set their current availability status. This status will appear throughout Sugar where direct user relationships are present helping your users quickly determine if someone is in the office, working from home, or unavailable.

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Purchase Requirements

• 10 User minimum

System Requirements

Upsert^® Calendar is compatible with:

• Sugar Sell, Serve, Enterprise, and Professional products
• Versions 12.0 and higher
• Hosted in SugarCloud or on-site