Say I create a report that need to be run at the end of a business day to reflect that day's activities. In the report criteria screen, when selecting "Today" for the date, it inputs today's date. If I make this report run on a schedule with no user input (so the run-time box would not be of much help), does selecting "Today" update the field…(Show moreShow less)
Hello, In the SugarCRM email module, the detail view of an email record displays the body of the message in a multi-line field too small to read the message comfortably. The field is scrollable but this does not really improve the experience. Is there a way to modify the layout of the Detail View? If not is there a work around for users who want…(Show moreShow less)
Björn, thank you for the prompt reply and helpful information. Because our SugarCRM application is hosted at sugarondemand.com, I will contact SugarCRM and inquire how our instance can be customized. Regards, George George McCabe CIO CMA Consulting, USA email@example.com
Does anyone know if a new Opportunity can be automatically created from an inbound email to an MS Outlook email group? And if the Opportunity can be opened against a record other than an Account? E.g. a site record (Custom Module)? Version is Sugar 8.x
Hello! Excuse me, I can't help noticing such an interesting case Well, if a human can somehow identify to which site the opportunity must be related, this knowledge may be shared to a system as well In overall, I suppose this task may be implemented in the following way: to create an inbound email account in Sugar to use Logic Builder to…
Hi I have 2 users who cannot get their emails synced to Sugar. We are using Outlook connector v2.6.0 and Version 9 of Sugar. We have tested the connection with no issues, but then get an error of "The Sugar server specified in settings must be running version 7.0.0 or later". This does happen with other users. I have attached the logs…(Show moreShow less)
taken a dump and installed in xampp changed config file as per requirement. when i logged into crm getting error as invalid credentials. what is the problem and do i need to change any changes in code??? https://ibb.co/ZWdf73v
Did you copy the database to a new server or did you rename the database on the same server? Invalid credentials means that the contact to the database worked but the user could not be found or the password was wrong.
Hey Karishma Sharma maybe Sweet Spot is the tool you are looking for? There is a nice video from Kristjan Geir Mathiesen about it and its additional shortcut abilities: Short & Sweet SugarCRM: Sweet Spot - Powerful search and hotkeys gizmo - YouTube Bests Björn Canales Pfisterer Technical Support Manager provalida GmbH
The comfort of work with historical data and planned actions in CRM system significantly influence common efficiency of CRM users day-to-day work and User Adoption overall. In this short article, we compare capabilities of Salesforce Lightning Activity Timeline with Event Management Suite for Sugar and their features for processing history and…(Show moreShow less)
Hello Mauricio, I'm so glad that you found the post useful! We mainly focus on comparing what's better for timeline tracking here, so if you'd like to learn more, you're always welcome to reach out to me.