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Nathan Morrison
We are current SugarCRM cloud users and are on Enterprise.   As SugarCRM has now re-branded it's offerings to Sugar Sell, Serve, Market etc I was wondering if there's a resource that outlines what of these functions are included in "Enterprise".  And more importantly, what is not and is there an ability to add or move to these modules easily and… (Show more)
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Braedon Owen
I am looking at possible ways to define an account as 'active' or 'inactive'. A simple checkbox will do the trick to identify this however I am stuck on how to define it as a process (looking to automate). Initially I thought about defining it as:  Accounts>Date Modified - 3 weeks  However that poses an issue because an account does not… (Show more)
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john mckenzie
Hi    I'm an admin for a 400 seat on demand Sugar v9.0.1 instance. I'm doing some work with users about thier experience of the system.   When it came to the use of outlook plugin, most expressed they were happy to use it, but discontinued using it when they encountered a problem. It seems to be the solution to problems is a re-installation of… (Show more)
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Jim Cotten
As an example, the salesforce has an id which is a three digit number but may have leading zeros so that when 028 is entered, 28 is what is displayed.  I want to display 028 instead.  this can affect sorting and alignment when reports are exported.   Thanks in advance,   JimC
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Marciano Ballestero
My users are part of teams which have multiple email addresses they can send from. These emails are configured as a outgoing email account in the email module. The majority of the time, they will use one particular email address, but the address they use most is third in the "From" drop down of outgoing email addresses when they use the compose… (Show more)
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Greg Barrass
We need to implement a process where users cannot create a Contact unless they select an Account. As this is a related field, we do not believe this is possible using standard Studio options.   For this reason we are looking at setting up a BPM that carries out the check when a new contact is created or an existing contact is updated. We are… (Show more)
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Greg Barrass
We are aware that overdue tasks are highlighted with a colour in Sugar, however we want to create a report ()that can be used on a Dashboard as well) that shows overdue tasks by assigned user.   We thought this would be easy until we looked at the filter options - there is no ability to specify before today - you can specify before today being… (Show more)
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Braedon Owen
I am wondering if it is possible to search the product catalog based on description. For example, our Products are named with numbers. If I wanted to find bath towels (which would be in the description) I cant search that in the dashlet, only in the global search. Is it possible to have this capability in the dashlet?   Thanks!
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Bud Hartley
We don't do custom coding... (I'm looking for a way to do this without custom coding)   In the Notes Module, there is a field named "filename" with a Field Type of "File" and a label of "Attachment".   I'd like to be able to have two files attached to a note, but the field type "File" isn't an option in Studio, and cloning the existing field… (Show more)
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Nathan Morrison
We're running the latest version of SugarCRM Enterprise on the Sugar Cloud.   We're wondering if anyone knows the best way to create a field against a quote that calculates the total cost price of products within that quote?   Can't seem to get access to the product costs unless I'm missing something.   Cheers,   Nathan
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