• How to create calculated field by using a field from another module.

    Hello,   I am trying to implement a calculated field in the Meetings module which has the sole purpose to show a 'Score' i.e. 1,2,3,4 etc...    The calculation behind this field derives from the numbe...
    Punit Desai
    last modified by Punit Desai
  • Will the Comment Log ever be available in the Mobile App?

    The Comment Log on Opportunities is pretty useless to our users if it's not available in the Mobile App. 
    Steve Jaspar
    last modified by Steve Jaspar
  • Are there options to get the Tile View for other modules, like Leads?

    Would like to see a leads tile view, ability to drag based on status, time in certain status, lead owner
    Robert White
    last modified by Robert White
  • date of last meeting field

    In the Accounts module I want to add a Date of last meeting field and have it auto populate.  Is there a way to have it locate the last meeting held and put the date of that meeting in the field?  Thanks so ...
    Amy Frybarger
    last modified by Amy Frybarger
  • User's Manager in BPM

    We have a business process that requires the assigned user's manager to be assigned a task to carry out some required actions. We cannot see how this can be achieved within the Business Process Definition.   How...
    Greg Barrass
    last modified by Greg Barrass
  • Installing the On-demand version 9.3.0 on a Development Environment

    Hi,  I'm trying the install a back up of Sugar Professional 9.3.0 on a Local Development instance .  Unfortunately this is an "On-demand" only version  and the stand alone version server requirement i...
    Anoop Antony
    last modified by Anoop Antony
  • Formula Builder query - IsinList

    Hi  I am trying to get a field to become visable on the Quote Module only if the Customer Number selected is equal to a specific number such as 323001419.    The visability of the field is depend...
    Rosemarie Connell
    last modified by Rosemarie Connell
  • Stagnant Opportunity Reminder

    We have implemented a Stagnant Opportunity Business Process Workflow, but have a minor problem that the past 1 day reminder is still occurring even when the Opportunity is Won.   I think its where I have positio...
    Greg Barrass
    created by Greg Barrass
  • how to add calculated formula to a phone number field, when a 'Relate' field in the same module is chosen

    I have 2 fields where one of them is a Relate field which consists of the records in the Contacts module.    I have another field which is for a phone number   My aim is to auto-populate the phone num...
    Punit Desai
    last modified by Punit Desai
  • Dashlet report chart legend color. Can you modify the color of the graph displayed?

    I have multiple dashlets that correlate with each other. If the colors are inconsistent, this makes the graphs confusing and can cause errors for end users. Is there a way to control the color of the legends displayed...
    Tom Ricciardi
    last modified by Tom Ricciardi
  • remove calculated value from field not (entirely) working

    I have a field called "Install Date" in the Cases module that calculated its value from a module called Equipment with this formula:   related($e1_equipment_cases_1,"install_date_c")   I now wish to remove...
    Marshall Ambros
    last modified by Marshall Ambros
  • Configuring SugarCRM to use ElasticSearch with AWS Auth

    After a bit of searching I didn't see this posted anywhere, and the official Sugar docs specify that the only allowed 'transport' values are 'http' or 'https'.   $sugar_config['full_text_engine']['Elastic'] = [ &...
    John Hoffmann
    last modified by John Hoffmann
  • Easily enable and disable mainteance mode for Sugar Cloud

    In Sugar 7.9, Sugar introduced a maintenance mode config setting.  This setting restricts logins to only admins, allowing you to make changes to the instance while preventing regular users potentially entering ne...
    Kevin Louie
    last modified by Kevin Louie
  • Costs for Sugar connect?

    Sugar crm v9.0.1 - Pro - cloud   Hi All - we are just moving from on prem outklook to outlook 365. I've been looking into sugar connect, it seems like a better UI than the downloadable plugin for outlook.  ...
    john mckenzie
    last modified by john mckenzie
  • Summation Report With Details- Breaking Case Counts Down Into 30 Minute Increments

    I am trying to set up a report that would break case counts down into 30 minute increments and group them.  The smallest increment I have been able to break them down into is by day.  Does anyone know of any...
    Nicole McGath
    created by Nicole McGath
  • how to clone the existing module

    How can I create a new module is a mimic of the document module on SugarCRM 9.x
    spandana koppaku
    last modified by spandana koppaku
  • SugarCRM 7.9.2.0  upgrade failure

    SugarCRM 7.9.2.0    what changed?   Upgrade out SugarCRM 7.8.2.2  to   7.9.2.0     works via the   web upgrade-wizard.   However,  once the ...
    John Nordby
    last modified by John Nordby
  • Team based permissions

    We're about to take on a new member of staff who will be field based.  Is there a way of allowing him access to add new leads, opportunities, accounts etc but without him being able to see the office based system...
    Rachel Craft
    last modified by Rachel Craft
  • SugarIdentity FAQ

    This document lists the Frequently Asked Questions(FAQ’s) related to SugarIdentity.   What is SugarIdentity? What should I expect when my SugarCloud instance is migrated to SugarIdentity? Can I ...
    Vandita  Arora
    last modified by Vandita Arora
  • is it possible to display hint information as a tab and not a panel

    I want to be able to turn the hint data into a tab on the contact record. Currently it is a panel in the last tab and I don't want it there.
    Miguel Patino
    last modified by Miguel Patino