Log in to follow, share, and participate in this community. Hi, We have 300+ Teams can any one suggest the way to import teams. If any third party tool available or any custom way to do it. Best Regards, Pragati I would like to know if the new Comment log field can be reportable and/or can be included in the Historical Summary. The field is not visible as field in the module, but only in the Record View (Studio). I am currently mapping fields from SugarCRM (Professional) to Zoom Info so we can export data from ZoomInfo into Sugar. However, I need to determine what field type Assigned To is so I can properly map it. I'm assumin... Is it possible to have the "Total" in a report chart changing, based on the selected filter on the chart? E.g. we have reports shown as charts in the dashboard, which show opportunities grouped by... Is there a way to sort by multiple columns when creating a Row & Column Report? For example, we would like to sort a Row & Column report of our open Opportunities by 1) Account Name (alphabetic... In the Quotes module you can check "Display Line Numbers", and while looking at the quote in the Quotes module these line item numbers are displayed. When you download a quote template though, they disappear as ... Overview
Things to consider
Existing Revenue Line Items
... 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"... This document lists the Frequently Asked Questions(FAQ’s) related to SugarIdentity.
What is SugarIdentity?
If my instance is configured to use SAML/LDAP, what should I expect when my SugarCloud in... Hello - I'm trying to adjust the layout of the Email module. The Contact link is on the "Show more" tab and I want to move it to the top of the layout so the user can just click on the contact rather than know... Hello - We're converting data in the Sugar Cases module. Rather than try convert all the detailed messages back and forth between us and a customer on a single case, we're going to create a PDF of all the activity f... Hello, I'm looking to create and email notification if a task is beyond its due date for more than 4 hours. We are using the tasks module under the cases module to manage support requests and want ... my sugar instance is taking around 15 seconds to authenticate user both from web and rest API, what is the problem? I am being asked to change the current access model within our on-demand Sugar instance. The 2 diagrams attached illustrate the current and proposed access model. We do not use Teams, a... 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... Trying to design a report (and dashlet) that tells us which Open Opportunities do not have an Open Task. To keep it simple - Opportunity Sales Stage is not Completed and there is no Task that has a Status that is not ... What happened to the option to login as another user? It used to be under the icon on the upper right. Where was it moved to? 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... Hello. I'm trying to do some queries on the database for some external reporting. The contacts table does not contain an email address column. There is however an email_addresses table. Though ... 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...