Skip navigation
All Places >

Admin

Log in to follow, share, and participate in this community.

Recent Activity

Bud Hartley
I had a little surprise this weekend with release 9.1.0 that I'd like to share:   For "send email" in the BPM in in release 9.0.1 and prior, you could start to type the name of a user in the "TO", "CC", or "BCC" box and the system would look up the user.  NOT SO in Release 9.1.0!  You will need to enter the actual email address and hit "enter"… (Show more)
in Admin
Vandita  Arora
This document lists the Frequently Asked Questions(FAQ’s) related to SugarIdentity.   …
in Admin
Bob Bundy
Hello - I'm trying to adjust the layout of the Email module.  The Contact link is on the "Show more" tab and I want to move it to the top of the layout so the user can just click on the contact rather than know they need to click "Show more" and THEN click the contact.   However, the Email module is not in Studio and the other Email options in… (Show more)
in Admin
Bob Bundy
Hello - We're converting data in the Sugar Cases module. Rather than try convert all the detailed messages back and forth between us and a customer on a single case, we're going to create a PDF of all the activity from the legacy system.   Then we'd like to IMPORT the Case information - and then import a PDF for each one into a Note/attachment.… (Show more)
in Admin
ben  stetzer
Hello,    I'm looking to create and email notification if a task is beyond its due date for more than 4 hours.  We are using the tasks module under the cases module to manage support requests and want to notify a group of people if it has been overdue to ensure requests get handled quickly.    I'm somewhat familiar with advanced workflow, and… (Show more)
in Admin
Anand gopal
my sugar instance is taking around 15 seconds to authenticate user both from web and rest API, what is the problem?
in Admin
Tim Miller
Is there a way to sort by multiple columns when creating a Row & Column Report?   For example, we would like to sort a Row & Column report of our open Opportunities by   1) Account Name (alphabetically) and 2) Opportunity Name (also alphabetically)   so that our Opportunities are grouped first by Account but also by name. From what I've been… (Show more)
in Admin
Tucker Jackson
In the Quotes module you can check "Display Line Numbers", and while looking at the quote in the Quotes module these line item numbers are displayed.  When you download a quote template though, they disappear as it is not a field out of the box in PDF Manager.  What is the correct input if I add a row just for this?
in Admin
Tom Repetti
I am being asked to change the current access model within our on-demand Sugar instance.   The 2 diagrams attached illustrate the current and proposed access model.     We do not use Teams, and all our current access is manages through the 'Reports to:' field.      Is this something I need Teams for?  Are there options as to how we can… (Show more)
in Admin
Jessica Taggart
Click to view contentWe are trying to send out some emails from the campaign module in Sugar and the emails get stuck in the email queue and never get sent.  We have checked the different areas of the Sugar settings and can’t seem to find where the problem is.  If we send a test email from within the Sugar SMTP test area, that is delivered without any problems and… (Show more)
in Admin
Load more items