Gerald Clark

Brings Claude, ChatGPT, and Gemini into SugarAI for record summaries, field updates, email drafts, action items, and MCP access.

SugarAI add-on that brings WhatsApp Business messaging into Message Center with conversation logging, templates, and optional voice calling.

SugarAI add-on that embeds Zoom Phone for dial-from-record, SMS, automatic call logging, AI summaries, and outbound call lists.

SugarAI add-on that adds performance-optimized SugarLogic functions and custom formulas for aggregations, conditionals, dates, and boolean logic.

Imports Fireflies.ai transcriptions, summaries, and action items into SugarAI and links them to the matching records.

Validates and standardizes addresses, phones, and emails in SugarAI with Loqate, including autocomplete and geocoding.

Syncs Shopify customers, orders, products, subscriptions, and locations into SugarAI across one or more stores.

Comprehensive technical guide on integrating lead capture forms with SugarAI.

Exports SugarAI API endpoint documentation into Swagger and can keep specs current through a subscription endpoint.

SugarAI add-on that embeds Dialpad calling with automatic call logging, caller insights, and in-app call history.

SugarAI add-on that keeps SugarLogic calculated fields current in near real time without slowing the CRM.

SugarAI add-on that connects to CTI systems that support browser screen pop, with automatic call logging and caller insights.

SugarAI add-on that sends Microsoft Teams messages from records, with optional Teams Phone for logged calls and caller insights.

SugarAI add-on that embeds RingCentral calling with automatic call logging, caller insights, and Call Sheets.

SugarAI add-on that lets admins assign specific subpanels and dashlets to record view tabs for users, teams, or roles.

SugarAI add-on that tracks billable and non-billable time against any record, with validation, approvals, and reporting.

Tracks creates, reads, updates, and deletes across SugarAI modules to report on adoption patterns.

Sends Slack messages from SugarAI records, supports SugarBPM alerts, and adds Slack search commands.

Detects and merges duplicate SugarAI records with custom match rules, fuzzy matching, and conflict resolution.

SugarAI add-on that lets admins limit access by IP address and platform for users, teams, or roles. Open source.

SugarAI add-on that shows who last changed an audited field, and when, directly under the field without opening the Audit Log.

Gives admins visibility into queues, trackers, plugin installs, and other backend SugarAI processes.

SugarAI add-on that adds a Studio field type for Markdown, including agendas, checklists, and guides.

Provides a framework for schema changes, data updates, and environment promotions across SugarAI instances.

SugarAI add-on that sends targeted alerts, updates, and file attachments through email, popup, or the notification center.

SugarAI add-on that lets admins assign and enforce profile options, layouts, and themes for users, teams, or roles.

SugarAI add-on that applies brand colors and environment watermarks so sandboxes and production are easy to tell apart.

Lists deleted SugarAI records and restores them, including related records, with team and role visibility controls.

SugarAI add-on that adds SugarBPM process actions and admin dashlets for field updates, comment logs, preferred-agent routing, and process visibility.

SugarAI add-on that shows shared calendars and shift schedules for native activities and custom event modules.

SugarAI add-on that lets admins add always-available navigation links that can be scoped by team or role and localized.

SugarAI add-on that restricts admin changes outside designated maintenance windows to protect production stability.

SugarAI add-on that adds a Studio field type that hides sensitive values until an authorized user reveals or copies them.

In-depth guide to the SugarAI upsert API endpoints.

Lets admins and designated users impersonate other users for support, troubleshooting, and setup. Works with SugarIdentity.

Detailed tutorial on building custom record views, layouts, and routes in SugarAI to create simplified data entry interfaces.

Wrote and maintained the SugarCRM Developer Guide, serving as the primary technical documentation resource for developers.

Custom customer-facing portal integrated with internal SugarCRM for support communication and data usage viewing.

CMS designed and implemented for internal knowledge team to write and publish content.

Customizations for Sugar Support team including a Support Dashboard that inspired Sales and Service Console views in SugarCRM Today.

Open-source security solution allowing administrators to limit IP addresses and platforms for Sugar access.

Custom SugarCRM field type for tracking work logs and time entries across modules.

Development tool for packaging SugarCRM instances for migration, backup, or deployment.

Administrative module providing repair and maintenance functionality for SugarCRM instances.

Contributed to writing the SugarCRM Developer Certification test, establishing industry standards for SugarCRM development expertise.

SugarCRM 6.x module for managing and pushing user dashboards, allowing administrators to create and deploy dashboard templates.