• Unconvert a Lead

    I was stuck on this, then did it this way...  posting here hoping it helps you now :-)   First I did it via exporting the leads I wanted.  Then changed Converted from 1 to 0 for each row in my exported...
    Luke Ridgway
    created by Luke Ridgway
  • Heads-Up regarding emails in Processes in Release 9.1.0 (Resolved)

    I had a little surprise this weekend with release 9.1.0 that I'd like to share:   For "send email" in the BPM in in release 9.0.1 and prior, you could start to type the name of a user in the "TO", "CC", or "BCC"...
    Bud Hartley
    last modified by Bud Hartley
  • Remove all Discount references on Quote PDF until utilitized

    Question: How do I remove Discount references to Customer-facing Quote PDFs (not the worksheet), if Discounts aren't applied? Our Sales team would like Customers not receiving discounts, to see no ref...
    MissyBrooks
    created by MissyBrooks
  • Contact Management 2020

    Our Contacts typically tend to move around in the same industry, so odds are, when they leave one Company they'll show up later in another Account we service - which is why we'd like to retain any associated...
    MissyBrooks
    last modified by MissyBrooks
  • Product Currency Amounts Updating on Currency Change (V9.0.2)

    Hi all.   Just looking for some assistance to see if this is how the system should work or if anyone else has had this and has any ideas.   So the scenario in question is the following with the assumption ...
    Daniel Hill
    created by Daniel Hill
  • 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
  • Easy Way to Save 4+ Days and Ensure the Excellent Experience to Every CRM User

    If you have doubts that it is possible, read this article to the end and find out how to save time for every CRM user and make their work more efficient and comfortable. Hidden reserves Processing the list of leads, ...
  • Record-Level Fields Not Seated Correctly 10.0

    I'm sure this is due to the new field layout changes :/ but fields set on Record Views are not displaying correctly on the UI: as in different columns and out of order. Since this has happened in previous versions, I ...
    MissyBrooks
    created by MissyBrooks
  • Import Data with Currency

    Hello, My Company is based in France but we're operating in China and US.  When I import data in Sugar, the currency stay in Euros however the data are in dollars.  No issues for the import in euro but it...
    Thibaut  Legrand
    created by Thibaut Legrand
  • Standard Assignment Notification Link To Record no longer works on Mobile with Identity

    Hi,    Has anyone else come across this issue with Identity? The standard assignment notification emails (typically the full URL to the record) used to open the Sugar mobile app. I guess it pinged the serv...
    James Banbury
    created by James Banbury
  • The search button does not return results in the calls and meetings module

    Good morning friends!!   I have a problem in the calls and meetings module. When I create a call and want to add guests, the 'search' button does not give me results. Checking the browser console I find the fo...
    Alberto Cueto
    last modified by Alberto Cueto
  • What Makes Sugar an Optimal CRM Platform for Mid-Size Business

    To find their own way to grow a business, medium-sized companies are in constant search for balance between systematicity and flexibility. Unlike small business, mid-sized one is much more standardized and systemic, b...
  • Image Hosting - PDF manager

    Hello,    In order to comply with local regulation, I'd need to attached my Terms and Conditions to my quote.    1 - Is possible to host the image on my instance, if yes how ?  2 - if no, c...
    Thibaut  Legrand
    last modified by Thibaut Legrand
  • Sales Stage Age

    I'd like to record the age of the current sales stage, not just the age since "Closed-Won". I was wondering if there were a way to createa process that set a date field every time the sales stage changed, then I could...
    Elizabeth Buckfelder
    last modified by Elizabeth Buckfelder
  • CPU and RAM high usage

    Dear Sugar experts, We are experiencing an issue with our current Sugar 6.5.16 (Build 1082) installation on CentOS 6.7 CPU usage is always at 99.8% and memory usage is  below:          ...
    Sidion Elezi
    last modified by Sidion Elezi
  • How Pandemic Transforms Requirements to Enterprise CRM

    It took only two months for COVID-19 to change the world. The introduction of quarantine has changed the way of running the business and negatively impacted the economy. Companies are forced to adjust their processes ...
  • Single Source of Truth About Customers in a Complex IT-Landscape

    In August 2019, 80% of Forrester survey respondents saw a single source of truth about the customer as a "significant" or "indispensable" factor to ensure the seamless customer experience. 43% stated that its creation...
    Zlatyslava Topchyi
    last modified by Zlatyslava Topchyi
  • SugarBPM Issue Adding Related Record

    Hello, I am experiencing an issue creating a Process Definition that involves an action, adding a related record.  The process is triggered from the Opportunities module if a checkbox field is ticked.  Part ...
    Daniel Garrard
    last modified by Daniel Garrard
  • Capturing the date

    HI, I want to capture the date when the customer changes of status. Until now I am doing programming., but I am sure it´s possible doing it by Logic.   When status = Qualificated  Date qualified = c...
    Iñigo vergara
    last modified by Iñigo vergara
  • Edit Default Settings in Outgoing Email

    Trying to set the font size and name for out-going emails to something specific, that defaults every time I create a new email rather than having to update on every new created. What is the easiest way to do...
    Alicia Ayres
    last modified by Alicia Ayres