• Mass update - Checkbox dont appear

    I created a new checkbox field within Contacts module and put it under 'checked' as its standard value. The problem is all the records I had prior to this change are unchecked by default. Im trying to mass update all...
    Elizeu Elizeu
    last modified by Elizeu Elizeu
  • Excel 2013 Plugin not working

    I am currently running Windows 8.1 and using Excel 2013 32-bit. I have installed the April 2015 plugin for Excel 2013. I am able to login and have connection to my On-Demand instance of Sugar Enterprise version 7.6.1....
    Stephen Valentine
    last modified by Stephen Valentine
  • How can I enable Activity Streams for custom modules?

    How can I enable the activity stream for custom modules?  This is meant to be a feature for Enterprise and upwards. Cheers Andy
    moinerus moinerus
    last modified by moinerus moinerus
  • Cloned a Sugar Instance for Testing

    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...
    Ash
    last modified by Ash
  • Defaut user team: global setting and mass update

    One of our customers would like to go from an "open access" model to a team based model.    Is is possible to globally set the default team for new records or mass-update users' default teams?    ...
    Damien Pochon
    last modified by Damien Pochon
  • 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
  • roll up call history to accounts detail view

    Hi, In Sugar 7.x when you add any activity, Calls, Meetings, Task, to an Opportunity it doesn't seem to roll-up to be viewable at the Account detail overview screen. Any idea how to make it so please?
    Tony Romano
    last modified by Tony Romano
  • "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 to enable customer portal for SugarCRM 7.6 enterprise

    Hi ,   I am using SugarCRM 7.6 Enterprise edition. Can anyone please help me to enable the Customer Portal of the instance.   I am able to "create Portal API User"  but not getting where should i get ...
    Vaishali Bhalerao
    last modified by Vaishali Bhalerao
  • Outlook plugin 2.5 not archiving attachments

    Hi folks.   After upgrading to plugin 2.5, my attachments wont archive but the email does. I backed down to 2.4.4 and then it works. Nothing else changed.   So, is this a bug or do we need to config someth...
    Kristjan Geir Mathiesen
    last modified by Kristjan Geir Mathiesen
  • How can I change the font?

    Overnight Sugar SPM looks completely different. The font is too light and too small. How can I get it darker and bigger?
    Maria Farensbach
    last modified by Maria Farensbach
  • Sharing dashboards

    Hi Sugar Community, Is it possible to share dashboards with other users in your instance? I am very new to Sugar (Salesforce user over here) and I cannot understand where I need to go to give permissions/access to ot...
    Lorraine So
    last modified by Lorraine So
  • clustered bar chart instead of stacked

    Hi    Does anyone know how I can get graphs to mimic excel in this one the Quarters are group Excel Example SugarCRM Example In SugarCRM I group by Quarter/Year and get this if I do Year/Qu...
    Joe Carter
    last modified by Joe Carter
  • Adding hyperlinks to notes and descriptions

    Hi. we are unable to add hyperlinks to descriptions or notes. pasting a link does nothing, href also doesn't produce any results. we are on version 7.9.1   Thank you.
    Igor Zaika
    last modified by Igor Zaika
  • Does the newsfeed dashlet still exist?

    Hi everyone,   I seem to remember there being a contextual newsfeed dashlet which could be added to Account record views. The dashlet would look up the Account name etc, and display news articles and a feed of t...
    Philippa Grover
    last modified by Philippa Grover
  • Quotes - Product Catalog Stock Quantity

    Hi,   we have several Items in our Product Catalog with different Stock Quantities. When we're creating a new Quote with some Quoted line Items out of this Product Catalog the number of Items in Stock doesn't c...
    Lennart Gebauer
    last modified by Lennart Gebauer
  • 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 ...
    Missy Brooks
    last modified by Missy Brooks
  • Chart Drill Through in Winter ’18 Release

    The Winter '18 release of Sugar features a significant enhancement to Reports - “Drill Through on Charts”. This capability has been requested by many of our customers and provides significant value to all ...
    Deepak Deolalikar
    last modified by Deepak Deolalikar
  • 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...
    Drew McDaniel
    last modified by Drew McDaniel
  • End user of sugarondemand getting invalid credentials even though password was just changed and verified/written down

    I am an end user (not very knowledgeable) of our company's Sugar on demand (7.11 Enterprise).  I had previously been logged in, changed my password (writing both my username and password down) and tried using tho...
    Dan Kokinda
    last modified by Dan Kokinda