• Project module

    Sugar (version 9.0.2) Pro   Hi All,   I've been asked to look at the Project Module for our CRM. Out of the box, it looks a bit clunky and has a bug when using UK date format.   Does anyone know of p...
    john mckenzie
    last modified by john mckenzie
  • Browser Focus Generating Unsaved Changes Warning?

    Our users seem to be having the "unsaved changes" warning messages pop up more in recent days/weeks. It seems like user interface is pretty "touchy" about leaving the focus during entry/editing (e.g. to take a call, l...
    Vince Outlaw
    created by Vince Outlaw
  • Performance Issues?

    Recently [Sugar Enterprise 8.3.0] my Sugar Instance has had A LOT of performance issues. Continuous logouts, HTTP500 issues, Cross-Site Forgery issues, and problems with Token Authentication. There is not pattern to ...
    Brittney Evans
    last modified by Brittney Evans
  • I am presently using Sugar Enterprise.  I'd like to create a bar and pie chart to augment my reports.  There are no drop downs to create visuals, i.e. bar and pie charts.  Looking for assistance plz.

    I am a new user and presently using Sugar Enterprise. I'd like to create a bar and pie chart to augment my reports. There are no drop downs to create visuals, i.e. bar and pie charts. Looking for assistance plz.
    Michele Rebstock
    last modified by Michele Rebstock
  • How do I link existing contacts to campaigns?

    It sounds that easy and it should be that easy...but I don't get the solution...   To make it simple: I'm searching exact this solution in SugarCRM like it is described at SFDC. -->  https://help.s...
    Sebastian Lauk
    last modified by Sebastian Lauk
  • Activity Report for Leads (Calls, Meetings, Tasks, Notes, Email

    We need to produce a weekly activity report which is date specific which logs all details in calls, meetings, emails, notes and tasks. Report should be able to be filtered on dates and possibly other lead field criter...
    Greg Barrass
    last modified by Greg Barrass
  • Getting "Not Authorized" Activity stream is disabled

    Hi,   I am getting "Not Authorized, Activity stream is disabled" error in console, while clicking "Close and Create New" link from record view action dropdown in Calls module.  Getting blank page of create...
    Irulappan Pandi
    last modified by Irulappan Pandi
  • How to use Null In Formula Builder With Date

    I have 3 fields. One is a date. ($report_due_c) Another is a number of days for extensions. ($exntionnew_c) Last is one that adds the extension to that date. (Due Date) Within it, using the formula builder...
    James West
    last modified by James West
  • "Reports to" section in "User Management" is Not working if "Assign User" not mentioned. Please suggest.

    Suppose I have 3 employee A, B and C. A is Admin user who Assigns opportunities to User B. B reports to C. But in current scenario, C is not able to see any opportunities of employee B which A assigns.
    Sourav Dutta
    last modified by Sourav Dutta
  • How can we remove inactive or completeted projects from the timesheet matrix? 

    The timesheet matrix has become cumbersome as every project I ever did any work on shows on the matrix.  Most of these projects are inactive or complete.  I do not want to delete the projects from Sugar as t...
    George Brown
    last modified by George Brown
  • New Case

    Is there a way that after creating a case, it doesn't have to be reopened to link info in the sub-panels? After users create/save a case, they have to locate the case in order to link information to it. While this is ...
    last modified by MissyBrooks
  • Updating Target Lists

    This has been asked before but I thought it worth checking if there has been any progress in recent times. We use Sugar on Demand.   We have a number of Target Lists (usually comprising Contacts)  ...
    Greg Barrass
    last modified by Greg Barrass
  • What You Need to Know: New Emails

    The Fall '17 Sugar release featured a completely redesigned email experience. We've already posted a comparison of old-vs-new email functionality on the What to Expect page, but here's a quick overview ...
    last modified by jshaheen
  • How do I make sure an email that I send from Outlook, is populated into SUGAR and that contact?

    When sending an email to an account, lead or prospect... How do I make sure that email populates into SUGAR for tracking purposes?   Thanks,Chad
    Chad McLean
    last modified by Chad McLean
  • Looking for a CRM application for car hire agency. Opinions please..

    Dear Folks,   I am looking for a CRM application for my car hire agency based in Dubai, UAE. We have business from multiple sources, and we need an app to centralize and measure our activities. Is sugar CRM is g...
    Henly Reeves
    last modified by Henly Reeves
  • Email to call note?

    In our company, we send a lot of follow up emails. To prevent myself from wasting time writing a call note and an email, I'd like to make the email I'm sending to our customer automatically copy into a call note. Does...
    Jake Myers
    last modified by Jake Myers
  • how to populate the details along with attachments of the lead if the lead was already generated?

    Hi, So basically what I am looking for is when I try to create a new lead and add the details about the lead, I should get a pop-up which states that this lead already exists in the system and here are the all the det...
    Rahul Pillai
    last modified by Rahul Pillai
  • How does the follow feature works?

    Hello, we'd like to deploy the "follow" feature to be updated on any changes Happening to a certain Company / contact, etc. How do I enable it? How do I get notified if someone updated data on a Company or contact I'...
    Silvia Cristina Kabus
    last modified by Silvia Cristina Kabus
  • What Keeps You Up At Night?

    This is NOT a rhetorical question. I want to know, from the community of CRM end users, what you worry about. This will help brainsell better server you as we continue deploy enterprise CRM implementa...
    Kevin Cook
    last modified by Kevin Cook
  • pdf manager lost styling when genereated

    Hi   Is there a known bug for PDF Manager for loosing it's styling when generated?   I have created a PDF for Contacts and when it generates from the module it has kept the font styles.   Any help mu...
    Joe Carter
    last modified by Joe Carter