I have created a custom module called "Verkaufsangebote". It has got 2 links to users. Backoffice and Field Rep. Out of the box I get the following predefined filters: "My Verkaufsangebote" refers to the Backoffice Rep. How to add other filters? How to customize the existing one?
We 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 moreShow less)
Hi Jessica, It looks like you've covered most of these scenarios, but I wanted to share an article from our Knowledge Base, Troubleshooting Campaigns Failing to Send From Email Queue which may provide some troubleshooting clues. Also, Creating a Campaign provides a comprehensive view of the campaign process from beginning to end which may also…
Here is my situation: I currently have the following setup in my record view on one of my modules (lets call it Estate_Orders for the sake of this post) My Goal is to be able to make the "Joint Venture" field related to the "Office Number" field. Every record has a different office number and a corresponding Joint Venture name. These two…(Show moreShow less)
I'm glad to hear that is working as expected! With regards to updating the existing records, you cannot automatically trigger those records to populate based on another value as the calculated fields depend on the relationship to be established. One approach you can take is using the import and update functionality. Sugar limits the number of…
Hi scott macleod, I use this direct database query in test instances when I need to: UPDATE `email_addresses` SET `firstname.lastname@example.org',`email_address_caps`='FOO@BAR.COM' WHERE `deleted`='0'; I hope this helps!
Not quite sure what these are actually called so screenshot below... Does anyone else see this? (the black underlined create and favourite pop ups) They do not clear, sometimes even after a refresh (F5). Happens on Mac and PC and on different browsers, and different IP's / locations. Same for many users but to different degrees.. (Cloud…(Show moreShow less)
Thank you Patrick McQueen! Thats great - logging the case now. Good to know its not just us - and good to know its nothing I caused as admin ;-) PS - I also like your term - Lingering Tooltips so much I added it to the Title - I think it will help others in my position of not being able to resolve it and users complaining to me about it. …
Sugar's Winter '20 has been released and is now available for all SugarCloud customers running Sugar Sell, Sugar Serve, Sugar Enterprise, and Sugar Professional. The Winter '20 release further advances Sugar’s robust suite of customer experience solutions, empowering your marketing, sales, and service teams to collaborate across the entire…(Show moreShow less)
Is there a way to share a meeting without the links or a better way to share a meeting so that the links will not cause the email to end up in the recipients spam or junk mail folder? Maybe even something that sends and will look a little better than the full set of links that is sent? Ideally, we are looking for a way to create a meeting in…(Show moreShow less)
I'm looking for a way to create a process definition that says: When a Quote record's status is 'send to customer', the quote pdf gets automatically emailed to the customer AND a new opportunity is created from the quote. Anyone ever try to do this?