• Campaign Emails get stuck in queue

    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 an...
    Jessica Taggart
    last modified by Jessica Taggart
  • Automatically route emails in Test environments

    How do I automatically set all emails to route to a specific email (or set of emails) when they are coming from a development/Test environment?
    scott macleod
    last modified by scott macleod
  • Auto Email Quote & Auto create Opportunity from Quote

    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 qu...
    Steve Silliker
    last modified by Steve Silliker
  • Connecting Google Analytics to Sugar Market

    Hello! I am trying to set up Google Analytics for my emails in Sugar Market. I've followed the instructions in the various guides, but I am not seeing any results / data in Google Analytics. Has anyone done this succ...
    Jodi Wright
    last modified by Jodi Wright
  • How can I set the default address in the from field in the cases compose email drawer?

    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 em...
    Marciano Ballestero
    last modified by Marciano Ballestero
  • Outlook Plugin management

    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...
    john mckenzie
    last modified by john mckenzie
  • Add a link in an email template that will take users of a self-service process to the record where they can claim the process?

    I want to send users of a self-service process an email with link they can click on that will take them directly to the screen where they can claim the process.    Specifically, this process is kicked off w...
    Greg Billings
    last modified by Greg Billings
  • (SmtpMailer.php:167 [6]) - Failed to connect to outbound SMTP Mail Server: An outgoing mail server is not configured to send emails.

    hi all,   this is a a bit strange, Assignment emails and notification emails work perfectly file whereas workflow emails doesnot work. if i try to send an email via process definition or auto reply it doesn...
    Kunal singh
    last modified by Kunal singh
  • outlook plugin modules missing

    I'm sure bugs, cases, and Opportunities were previously displayed in the Side Panel of the Outlook Plug-in. Now the available modules are: Calls, Meetings, Tasks, Notes, Emails.   Is this a change to the plug-...
    Steve Jaspar
    last modified by Steve Jaspar
  • Outlook Plug-in: Failed to autoarchive mail items

    I'm guessing there's a setting somewhere...  We're on Release 9.1 with the current Outlook Plug-in on MS Outlook 2016   When using the Send and Archive in the Outlook Plug-In, the email is successfully...
    Bud Hartley
    last modified by Bud Hartley
  • Module Record "Share" Producing Malformed Email In Outlook For Mac

    The "Share" feature on a Module Record View (e.g. Account module, Contact, etc.), on a Mac desktop using Outlook for Mac as the default email client, creates an email that looks fine before sending, but if it is just ...
    Vince Outlaw
    created by Vince Outlaw
  • Can I update Contact Emails as Opted-Out via Import?

    I have a list of Contact email addresses from our Email Marketing System (MailChimp) and want to set their SugarCRM Email Status based on MailChimp status (e.g. MailChimp "Unsubscribe" = SugarCRM Contact Email Opted-O...
    Vince Outlaw
    last modified by Vince Outlaw
  • Trigger a Process for New Archived email

    I'm working on a project to set the Team for email to match a sales territory (Team) when the Sales Rep for that territory Archives an email using the BCC to the Archive Email address.   I have a process that ch...
    Bud Hartley
    last modified by Bud Hartley
  • outlook plugin

    I am trying to use the Sugar Plugin for Outlook 2.6.3 with Outlook 2016 (Microsoft Office Home and Business 2016).   I tried setting the Outlook Options to "Optimize for Compatibility" and then installing t...
    Kevin Glick
    last modified by Kevin Glick
  • Assigning to a group user

    I have created a group user. I can assign to the group on the calendar, however you can only have one primary person rather than everyone in the group, therefore only one person gets updates or notifications....
    Jack McLean
    last modified by Jack McLean
  • case number being re-used

    Hi we are using a slightly older version of SugarCRM 6.5.17 (Build 1220). We have an intermittent fault where a user emails, most times it creates a Case with a new Case number sometimes it doesn't create a Case other...
    Stevan Goodchild
    last modified by Stevan Goodchild
  • Set up inbound email to update a specific record

    Use Case: use tasks or other modules to log questions with non-sugar users, and we would like Sugar to notify the task owner that the intended recipient has replied with X response. How do we go about setting this up?
    scott macleod
    last modified by scott macleod
  • Option "email all invitees" causes blank emails being sent

    SugarCRM 6.5.17 Pro Hi, enabling "email all invitees" will indeed send reminder emails before the meeting starts. Unfortunately these are blank - no subject, no text. Is there a way to configure their content? Thx,...
  • How can I reset mail_smtppass in Outbound Emails either via API or database?

    Currently we've got Sugar setup on an EC2 instance in AWS (only web application, rest is separated out into separate services).   One issue I'm trying to work out is this: EC2 instance gets restarted or termina...
    Thomas O'Brien
    last modified by Thomas O'Brien
  • Is there way to configure (not extend) the email preview to a larger area?

    Hi. I´m getting requests asking if the red circle in the picture can be made bigger. The email module is not in Studio. So is there a way?   Thanks, KGM
    Kristjan Geir Mathiesen
    last modified by Kristjan Geir Mathiesen