• How can I automatically ( without marking each meetings calls) populate / transfer it to Sugar crm calendar ? ( I have the outlook pluggin)

    How can I automatically ( without marking each meetings calls) populate / transfer it to Sugar crm calendar ? ( I have the outlook pluggin)
    last modified by CHRISTIAN CALCAGNI
  • 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
  • Exporting Tasks

    I'd like to export my tasks, and when I do I'd like to the Account Name that I entered for each account to be a part of that export. Right now I get the Sugar ID. Is it possible?
    Peter Ganci
    last modified by Peter Ganci
  • Controling the cell format of Excel for Sugar exports

    Hi there,   When I export the Contacts list from Sugar to Excel, the phone numbers in some cases get 'corrupted', since Excel (I assume) tries to interprete them as formulas in about 10% of the cases.   An...
    Hugo Geyskens
    last modified by Hugo Geyskens
  • How to import contacts and companies at once

    I have an external list of contacts and their companies and would like to import it into Sugar. When I do it only checks on email so it only finds those duplicates. That means it then creates a new company record for ...
    Mark Lackey
    last modified by Mark Lackey
  • Create new records and update existing records

    Hello community, I'm new to this forum but I really need your help..   I'm trying to find a solution that will allow me to update my contacts.   It's actually a big sheet with a looooot of informations an...
    Charlotte Proth
    last modified by Charlotte Proth
  • Upgrade 6.5.16 to a version that uses PHP5.6

    Hello, We are having an issue with a friend's Sugar install. They are just swapping web hosts and we are trying to help them. They have a SugarCRM CE install using version 6.5.16   We would like to upgr...
    James Baldock
    last modified by James Baldock
  • Pop-up error keeps stopping contact import. 

    The error states "Import Error Occurred".  I can restart the import and it will go past where it previously erred out but will then error again somewhere between 500 and 1k contacts later. I checked the record it...
    last modified by scassidy
  • SugarCRM CE - Migration - 'The file is corrupt and cannot be opened'

    Hello,   Please can someone help me, I am desperate to fix an old Sugar install for a friend of mine.   I've moved the site from the old hosting server to a new one. Since the move, each time we download a...
    James Baldock
    last modified by James Baldock
  • How to append Sugar ID to imports?

    I do a lot of imports into Sugar (Accounts and Contacts) from lists that do not have the Sugar ID - does anyone know of an easy way to append the Sugar ID to these lists?  The Account Name may not always be an ex...
    Sharon Holland
    last modified by Sharon Holland
  • How to mass delete duplicates

    I just synced my Inbox25 to our leads module and it has Citrix integration for Gotowebinar and it uploaded each new lead 3 times so I need to figure out a way to either merge them or delete all the duplicates.   ...
    Paul Harrington
    last modified by Paul Harrington
  • Importar y exportar

    Buenas tardes   exporte un modulo de un crm que tengo por medio de estudio, me genero un zip que utilice en otro crm para cargarlo, me lo instala correctamente y me lo muestra en la lista del cargador de m&oacut...
    andres gutierrez
    last modified by andres gutierrez
  • 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
  • Export to csv file function not available?

    Hello, I'm using Sugar Corporate Version 6.7.5 I'm not sure if I have some wrong settings but I am not able to export a rows and column report to a csv file. It only allows me to print as pdf.  Can anyone ...
    Christina Christina
    last modified by Christina Christina
  • 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
  • How to link SugarCRM with excel workbook?

    I would like to update my project tracking excel workbook with the sugar number (operations number), every time a new one is created in Sugar. Kindly instruct me on how to go about the process.
    Rahul Pillai
    created by Rahul Pillai
  • How do I export calls, meetings, notes and tasks and still see my contacts' name ? I can only see their ID number for now

    I'm a user of Sugar Community. I've tried exporting calls and meetings to keep track of all actions done with each client. However, I cannot see my clients' name, therefore I'm unable to know to whom the call o...
    Salma Chehata
    last modified by Salma Chehata
  • 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 I could extract all the data about the suppliers?

    When I try to find all my suppliers I can only check one of them if I type it. How I could extract all the data about the suppliers?
    Victor Perez
    last modified by Victor Perez
  • Exporting from list view [FATAL] Prepared statements not supported

    Hi   I have a very odd thing happening I can export reports fine but anything else ie export from list view or Target List I get   [18168][-none-][ERROR] An exception happened: ( 401 Unauthorized: inv...
    Joe Carter
    last modified by Joe Carter