I set a list view on my company Dashboard and my CEO (who has access to everything" is not seeing all the fields). See screenshot.....not sure what I missed here. Any help is appreciated. Thanks Amanda
Help please — full disclosure, I have no background in IT, Computer Science, Networking or Programming. I was superficially assigned as our SugarCRM Professional edition administrator at my company in 2017 and am self-taught in managing our business needs in Studio. I oversee a team of roughly 40 Sales people domestic (US) and 1 salesperson…(Show moreShow less)
Having a problem where when someone enters the customer journey that it assigns all the tasks related to the customer journey at once. Was wondering if there was a way that the task is not created until it's at that specific step in the process. Also was wondering if the name of the person in the customer journey could show up in the title of the…(Show moreShow less)
Date: February 26, 2019 Time: 4:00 - 4:30 PM UTC+0 Especially useful for: Sugar Users who want to make own work more efficient Sugar evangelists Sugar Admins Why it is worth attending: You can easily stay on top of everything and make your work in Sugar more comfortable. Find out how you can turn Sugar into your personal 360° sonar in…(Show moreShow less)
Every time I make a new account, I want to be able to bulk-assign all of the tasks in the customer journey to one team. But how do I do this? When I click 'configure', I can select a team but it also insists on having the external developer who made it selected (even if I delete them, it pops back up), meaning that it doesn't work! Any help…(Show moreShow less)
How can I modify the Customer Portal layout to display the "Resolution" field only if the field contains text / information? The goal is to not have the Resolution field visible in the Customer portal if it is empty. Thoughts about the best way to do this, if possible? Thanks so much for any insight!
Hi Missy Brooks It is easy to accomplish, but it requires editing a php file. Open the file custom/modules/Cases/clients/portal/views/record/record.php and add a content like that: $viewdefs['Cases'] = array ( 'portal' => array ( 'view' => array ( 'record' => array ( 'buttons' => array ( 0 => array ( 'name' =>…
hi All, Hope you are well, i am trying to set up an inbox for monitoring via SugarCRM to create cases. all setup and case creation is working fine. however this is an active inbox which is used by team to send out responses aswell and in some cases we receive undeliverable emails in the inbox. in order to ignore these emails from case…(Show moreShow less)
Hi Kunal singh Yes, it is possible to avoid creating Cases from bounced e-mails. You need to do the following: Create Extended Include for overriding the InboundEmail class: $objectList['InboundEmail'] = 'InboundEmail'; $beanList['InboundEmail'] = 'CustomInboundEmail'; $beanFiles['CustomInboundEmail'] =…
Hi everyone We have an opportunity module which has a workflow copying opportunities.notes and creating and setting meetings.notes textarea. Whats happening is the new lines or line returns are being copied over as <br /> text. Is there a way to stripe this out? also I'm hoping it an option somewhere and not a logic-hook method. Thanks
Hi everyone Would anyone know why is merging is not finishing? I don't understand why there are so many link requests relating to activities and if this is even important? This seems to go on for a very long time and merging never completes. Can anyone suggest a solution to this, please? Thanks
Hi sonesay inthavong, The data in this table is the content of the Activity Streams. It's importance corresponds to your use of the Activity Streams feature. Regarding the record with 20k changes, I recommend looking into why that record experienced so many changes in order to assess whether that is something consistent with your…
Is there a SugarCRM administrators manual that I can buy or download? I wanted a hard copy to study, put notes in and to read when not in from of my computer. I found a couple of them but looks like they are outdated.
Sheila McPhail - In addition to the link from André Lopes, please review Is there a PDF version of the Sugar documentation? for information about the "download" aspect of your question. Specifically, the answer from Ellen True, including: In order to ensure users are consuming the most up-to-date versions of the documentation, we are not…