• Webinar: How to Free Up 30 Min Daily for Each CRM User

    Date: May 16, 2019 Time: 4:00 - 4:30 PM UTC+1 Especially useful for: Any Sugar users Sugar evangelists Why it's worth attending: Find out how to save up to 30 minutes per day and make CRM system more comfortable fo...
    Zlatyslava Topchyi
    last modified by Zlatyslava Topchyi
  • Creating a calculated field using Email of a related Record

    In studio, when creating a calculated field for a related record, I'm not able to select Email.   Here's the formula I'm using: related($atc_clientsalesreps_atc_appointments,"email")   After saving that f...
    Alex Wilder
    last modified by Alex Wilder
  • RollupConditionalSum in IfElse Statement

    Hi, our company is dealing mostly with yearly subscription customers, but some of them are on multi-year and half-year contracts. I wanted to display the current annualized invoice revenue on the associated account ...
    Fabian Varasteh
    last modified by Fabian Varasteh
  • Webinar: How to Disrupt the Status Quo in Work with CRM Data

    Date: April 23, 2019 Time: 4:00 - 4:30 PM UTC+1 Especially useful for: Everyone who is still selecting a CRM system Sugar users who want to make their work more efficient Sugar evangelists Why it's worth attending:...
    Zlatyslava Topchyi
    last modified by Zlatyslava Topchyi
  • Integration with Flexmail?

    Dear community, Some of our Europe-based customers are becoming uncomfortable with Mailchimp as it is hosted in the US. We hear a lot about Flexmail (https://flexmail.be/fr) which also offers basic marketing automati...
    Damien Pochon
    last modified by Damien Pochon
  • Webcast: Let’s Practically Apply Sugar Configuration over Code Development

    TOPIC: HOW TO ADD BUNDLE OF PRODUCTS TO THE QUOTE Date: April 4, 2019 Time: 3:00 - 4:00 PM UTC+0 Why would I need it? because I am Sugar admin, Sugar evangelist or proactive community member who helps Sugar Users to ...
  • SOLVED - Calculated Field - Value from 2 Fields wether which one is filled

    Hi,   so far i have a calculated field that takes a value from one field and uses it.   Formular: subStr($stage_customer_postalcode_c,0,5)   But i'd like to adjust the field that it's possible to ta...
    Lennart Gebauer
    last modified by Lennart Gebauer
  • Problem with the upgrade

    During the upgrade from 7.9.2.0 to 7.9++ versions I've got this: ERROR: Exception: Class CustomFields does not exist. I would appreciate any pointer where to look to fix it. Thanks.
    Sys Admin
    last modified by Sys Admin
  • Create quote based on revenue items

    Hello I recognise, that it's possible to generate a quote from the revenue items. But I haven't found any way, to select more then 1 revenue item to convert into a quote. Is it possible or planned for future releases...
    Martin Trachsel
    last modified by Martin Trachsel
  • WEBINAR: How You Can Improve Efficiency of Account Managers in Any Bank

    Date: March 14, 2019 Time: 4:00 - 4:30 PM UTC+0 Especially useful for: Account managers, Customer Success Managers, Sales Managers Every Sugar user who wants to make own work more efficient Sugar evangelists Suga...
  • WEBINAR: GoToWebinar & Sugar Integration or How to Automate Webinars Leads Processing Without Programming

    Date: March 5, 2019 Time: 4:00 - 4:30 PM UTC+0 Especially useful for: Marketing managers who use or consider using GoToWebinar Sugar consultants Sugar admins Sugar professionals who use or consider using Logic Bui...
  • WEBINAR: How to Enhance Sugar to Stay on Top of Everything

    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 sta...
  • calculated field - if value starts with .. select this: SOLVED

    Hi,   i have a question about calculated fields. Use Case is: We'd like to cluster living-areas.    Therefore i need something like a calculated field thats selects for example Reagion1 if the zipcod...
    Lennart Gebauer
    last modified by Lennart Gebauer
  • Apply Sale Discount to the Quote: Let’s Practically Apply Sugar Configuration over Code Development

    Date: February 14, 2019 Time: 4:00 - 4:40 PM UTC+0 Why would I need it? because I am Sugar admin, Sugar evangelist or proactive community member who helps Sugar Users to meet their CRM expectations Why is it worth...
    Zlatyslava Topchyi
    last modified by Zlatyslava Topchyi
  • Webinar: How to Control Any-and-All Future Actions Without Digging into Sugar Data

    Date: January 30, 2019 Time: 4:00 - 4:20 PM UTC+0 Especially useful for: Sugar Users Sugar Solution Consultants Sugar Admins   Why it is worth attending: Each business is unique, but in any business, all C...
  • Webcast: Let’s Practically Apply Sugar Configuration over Code Development

    TOPIC: ENHANCING ADVANCED WORKFLOW. DATA EXCHANGE WITH OTHER SYSTEMS Date: January 24, 2019 Time: 4:00 PM - 5:00 PM UTC+0 Why would I need it? because I am Sugar admin, Sugar evangelist or proactive community memb...
  • Account import no longer shows number of successful records created or failed and no option to not save the results.

    Previously importing Accounts, Contacts, etc would show at the end of the import a screen showing how many records were successfully imported and how many failed. There  was also an option to discard the results....
    Lyle  Hookom
    last modified by Lyle Hookom
  • New Cool Feature in TimeLine Viewer 2.1 Adds Power to Your Sugar Dashboard and Saves Your Time

    We are glad to present a new cool feature in TimeLine Viewer - filtering My TimeLine feed based on the regular Sugar report.   You may ask: What do I get from this and how it will make my work easier?   Fo...
  • Roles best practice?

    Hey guys,   I am working setting up the roles permissions for teams on my companies new CRM account. I wanted to know if anyone has any best practice advice for setting this up?   i.e is it ever advisable ...
    bahri pakyuz
    last modified by bahri pakyuz
  • Reference: Calculated Field formulas!

    I'm converting this post into a compendium of useful calculated field formulas that do not require any code customization to be effective.  Feel free to post some of your own calculated field formulas below (or m...
    Kyle Smith
    last modified by Kyle Smith