• Can anyone suggest any way to Import teams?

    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 
    pragati22 pragati22
    last modified by pragati22 pragati22
  • Comment log

    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).
    Renzo Leone
    last modified by Renzo Leone
  • How do I find out what field type Assigned To is?

    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...
    Armena Ballard
    created by Armena Ballard
  • "Total" in Report chart not changig on filter selection

    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...
    Kai Opitz
    last modified by Kai Opitz
  • Sorting by Multiple Fields in Reports

    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...
    Tim Miller
    last modified by Tim Miller
  • How do I add line numbers from quotes to PDF Manager

    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 ...
    Tucker Jackson
    last modified by Tucker Jackson
  • Populating Purchase Data Into Your Active Subscriptions Dashlet

    Overview Prerequisites Features New Modules New Fields New Process New Functionality Application Things to consider Existing Revenue Line Items No Action Mass Update Import ...
    Jamie Raffle
    created by Jamie Raffle
  • 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
  • SugarIdentity FAQ

    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...
    Vandita  Arora
    last modified by Vandita Arora
  • Can't adjust Email layout in studio

    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...
    Bob Bundy
    last modified by Bob Bundy
  • Guidance on importing notes with attachments

    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...
    Bob Bundy
    last modified by Bob Bundy
  • Email trigger when task becomes overdue by "x" hours

    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 ...
    ben  stetzer
    last modified by ben stetzer
  • my sugar instance is taking too long to authenticate

    my sugar instance is taking around 15 seconds to authenticate user both from web and rest API, what is the problem?
    Anand gopal
    last modified by Anand gopal
  • Sugar Enterprise access model

    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...
    Tom Repetti
    last modified by Tom Repetti
  • 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
  • Open Opportunities with no Open Tasks

    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 ...
    Greg Barrass
    last modified by Greg Barrass
  • login as another user

    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?
    Tom Repetti
    last modified by Tom Repetti
  • 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
  • Find a contact's email address in the database

    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 ...
    Jared Adams
    last modified by Jared Adams
  • 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