• Hi All - Automatic Opportunity Creation on Inbound Outlook Email

    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 sit...
    Malcolm Black
    last modified by Malcolm Black
  • 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
  • Coming in Winter '18: The new Product Catalog Dashlet

    The Winter '18 release of Sugar features a new dashlet in the quotes module that will help users navigate the product catalog, find items they're looking for and quickly add them to a quote.  This new dashlet put...
    DrewMcDaniel
    last modified by DrewMcDaniel
  • Product Catalog Dashlet: Available everywhere soon!

    In Sugar's Winter '18 release we introduced a new dashlet that helps users navigate and search the product catalog and add items to a quote easily without leaving the quotes UI (see this blog post for more information...
    DrewMcDaniel
    created by DrewMcDaniel
  • How to add today's date to PDF output?

    Is there a way to print the current date in a PDF output?  e.g. add a special merge field such as now() or currdate() etc?  I've tried these and it doesn't work.  It makes sense to show the date the PDF...
    Simon Leek
    last modified by Simon Leek
  • What are the best practices to associate contacts with opportunities?

    I created an opportunity. I want to associate various contacts with that opportunity. But, I have not found a way to auto populate the fields when adding a contact to an opportunity. (This is different than trying to ...
  • 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
  • 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
  • Meeting email reminder does not repeat

    Hello, I'm having an issue where I created a meeting and setup the email reminder.  The email has been sent to users but meeting required to reschedule.  I have modified the same meeting to later time and d...
    prowessinc
    last modified by prowessinc
  • i'd like to create a calculated field in sugar that adds up the total amount for each opportunity for every user.

    i'm using enterprise edition 7.6.2.2 and i'm not a developer so i just wanted to know if there's a way i can do this without having to use logic hooks. maybe if i could be pointed to the right direction...
    Emeka Okafor
    last modified by Emeka Okafor
  • Best Way to Setup Drip Marketing?

    Running Community (actually SuiteCRM version so I have Advanced Open Workflow available.)  Wondering what people's thoughts are on the best way to implement this drip marketing scheme within Sugar?   - Two ...
    Jeff C
    last modified by Jeff C
  • Marketing Automation Drip Email Solutions? Anyone Used Inbox25?

    We are running Sugar CE (SuiteCRM actually).  We chose it because we have an in-house custom-built ERP system based on PHP/MySQL and so Sugar integrates well and we have full control (open source) to customize an...
    Jeff C
    last modified by Jeff C
  • Auto-archive emails sent from mobile app

    Hi everyone - we are using the Sugar mobile app quite heavily, both internally and with Sugar customers. I have been asked several times whether emails sent from within the app automatically attach to the correspondin...
    Philippa Grover
    last modified by Philippa Grover
  • Automatic recognition and data storage into SugarCRM

    Hello   I want to hear your opinion about your the business card scanner. Currently, there are several worthy applications. At first glance they are identical. So, what business card reader do you use now for ...
    Denis Kravchuk
    created by Denis Kravchuk
  • Save Notes Fails Sometimes

    Hi, we are using SugarCRM CE 6.5.14 and we are facing a big problem. Sometimes, when a user is on a Account and he add a Note direct from subpanel, after user clicks on Save Button, Sugar reloads as the note was sav...
    Renato Renato
    last modified by Renato Renato
  • 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
  • How  to show  Shared Calendar as month view.

    Hello every one . Maybe some one can help me  with my problem .  Is it possible to show Shared calendar  same as Month  view .. ??? Please   if some one maybe have done this or know how to t...
    Dimitrij Dimitrij
    last modified by Dimitrij Dimitrij
  • Customer Portal is available for end customers in Sugar CRM

    customer portal where customers can access their pertinent data such as: purchase order status, complaint or inquiry status, statement of account, loyalty reward status, referral incentive status, etc.
  • Quote totals in non-default currency is incorrect after save of order line item

    Using Sugar 7.2 Steps to reproduce. 1 - Create quote in non default currency 2 - Add 1 line item and Save. Note the order total. 3 - Edit the line item itself and save. (No changes necessary) Expected Result: Quote...
    akc akc
    last modified by akc akc
  • values not getting inserted  into database

    MERGED This conversation has been merged. Please reference the main conversation: Quotes, products, and services are not getting inserted properly into database In Quotes, I am trying to insert products. i did some ...
    jaydeep jaydeep
    last modified by jaydeep jaydeep