• button schedule report is missing for some users

    For some users the button schedule reports is missing. I checked but all the requirements are met. Anybody got ideas what this can be?   Report Schedule Requirements The Report Schedules module requires the foll...
    Nick Maes
    last modified by Nick Maes
  • 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
  • How to write sugar logic for assigning value to list items

    Our company has determined there are 6 levels of contacts we need to make within each customer. We'd like a way to easily see which levels have been reached (via Contact creation). In preparation a dropdown field was ...
    Jeffrey White
    last modified by Jeffrey White
  • Rest-API access outside firewall in order to allow integration

    hi All,   Our instance is behind firewall and currently only accessible via VPN and not accessible over internet. we have implemented air watch solution for our field staff to access Sugar on the go. We would l...
    Kunal Singh
    created by Kunal Singh
  • Reports that filter for primary email address only

    Am I doing something wrong?  Ive got a filtered report of contacts that displays the contact's email address but I cant seem to find a way of displaying just their primary email address. The report displays every...
    Nigel Kerby
    last modified by Nigel Kerby
  • 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
  • Subdomain for self-service portal on-site

    Is it possible to set a separate subdomain for self-service portal for instance: if crm is: crm.mydomain.com then set portal as: portal.mydomain.com (on-site SugarCRM Ent)
  • 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
  • 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
  • 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