• "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
  • What options are available for bulk creation of RLI?

    Hi there,   I would like to automate the bulk creation of Revenue Line Items (RLI). The idea is to end up with dedicated RLI for a Monthly Recurring Revenue. As we can have 10 MRR products per opportunity a...
    Maciej Widomski
    created by Maciej Widomski
  • forecasting not showing values

    Hi   We have set up the forecasting module and can see that the Opportunities have been included yet all the values when you go to the forecast module are all £0.00   We are only using Likely not Best...
    Joe Carter
    created by Joe Carter
  • Is it possible to create a report that shows progress towards a sales revenue goal?

    For this New Year (2017) the company has been set a sales revenue target. We track sales revenue using 'opportunities' within sugar, but currently I do not have a report that tracks our progress towards our sales goal...
    Tom Dodd
    last modified by Tom Dodd
  • I am looking to extract the whole content from my email chain for the lead. Is it possible to download the emails associated with the lead in csv or excel?  I am looking to analyze historical data.

    Please suggest soon.
    Nimish Gopal
    last modified by Nimish Gopal
  • 401 error ,reason=Unauthorized Unknown

    Hi All, I'm using https://xxx.sugarondemand.com/rest/v10/bulk API call to write into SugarCRM. I'm trying to write a large amount of data to SugarCRM,but after some time,after loading few thousands of records, I'm g...
    Anush Shetty
    last modified by Anush Shetty
  • Embed "Or" statement in list view dashlet...?

    Is there a way to embed an "or" statement in a list view dashlet? Out of the box, Sugar assumes you want the List View dashlet filters to be "and" functions.   However, I want a list view of Opportunities with a...
    Philippa Grover
    last modified by Philippa Grover
  • Experiencing issues with forecasting include/exclude

    Experiencing issues with forecasting and the include/ exclude commit stage. when updating an opportunity the opp is not auto include as per the specified range in forecasting settings.  also when i manually inclu...
    lee Ingham
    created by lee Ingham
  • Is there a way to link Opportunities to Leads rather than Accounts?

    With the way our company is using Sugar it would make sense to create an Opportunity at the Lead level.   Is there a way to do this? If not, are there any plans to enable this feature in the future?
    last modified by arianna
  • Limitation of "get/Object_Name" API Call

    Hi We are using SugarCRM Ondemand Instance. We are using the following API call to read data from SugarCRM objects(Leads,Accounts,Contacts..etc)   https://******.sugarondemand.com/rest/v10/Contacts?max_num=-1 The...
    Anush Shetty
    last modified by Anush Shetty
  • The forcast module is helpful when tracking sales goals and progress by sales person.  Does anyone know of a way to track sales and progress by program or division? 

    Hello,   the forecast module is helpful when tracking sales goals, quotas and progress by sales person. Does anyone have a suggest from tracking goals, quotas and progress by division or department.  We hav...
    Scott Romito
    created by Scott Romito
  • Is there any way of grouping accounts into an additional Regional category?

    I currently look after New Zealand which is broken up into 6 sales cycles and I have to search through all of the accounts to prepare my trips. I can only filter accounts down to a 'Billing Country' option and need a ...
    last modified by Brock