• Product Bundle / Kit

    Hi,   I have looked in the forum and only found an older post about whether sugar has the ability to bundle together products. So for example one single product would consists of other products.   An Exam...
    Kath Saba
    last modified by Kath Saba
  • 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
  • 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 cannot see the opportunity which I have created

    I have created an opportunity but when I am searching it's not giving me any result while my team can see this.
    Heena Agarwal
    last modified by Heena Agarwal
  • Invalid link users error in SugarCRM Professional

    All, I'm getting "Invalid link users" error while viewing Opportunities record. Please anyone let me know why I'm getting this error? FYI: I have attached screenshot for this error message.   Thanks, Lavanya
    Lavanya  MR
    last modified by Lavanya MR
  • 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
  • Is it possible to archive several e-mails at once with the outlook plugin?

    I would like to mark several (i.e. more than 100) e-mails to different recipients  from a Word/Outlook mail merge and Transfer them with one click to Sugar using the Outlook Plugin. At the moment, I click on each...
    Stefanie Bartle
    created by Stefanie Bartle
  • 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
  • Outlook plugin initialization issue

    Hi,   I have installed the Outlook plugin (2.6.1) on two different pc. Both PCs running with Windows 10 and Office 365 outlook version installed locally. On one pc the plugin works properly. on the other ...
    Riccardo Arienti
    last modified by Riccardo Arienti
  • OPI 2.6.1 errors

    Hi all After installing Outlook Plugin 2.6.1, connecting to Sugar, then disabling the Side Panel, and re-starting Outlook, we get this error:   Anyone else running into this? Thanks, KGM
    Kristjan Geir Mathiesen
    last modified by Kristjan Geir Mathiesen
  • Report on most recent Invoices Issued

    Hi, I am trying to build a report for all our current active Accounts and I am trying to add the most recent invoice issued for those accounts. We offer subscription licenses to our customers with a mismatch between ...
    Fabian Varasteh
    last modified by Fabian Varasteh
  • 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
  • windows file share

    For security reasons, we do not upload documents to Sugar.  How do we add the internal URL for the windows file share?  When I use the URL field, it defaults to 'http' at the front and I can't find a way to ...
    Rachel Craft
    last modified by Rachel Craft
  • Related custom fields not saving

    I have created a related custom field that will display a selected contact name to appear across all modules.  It was working fine until today and now it does not save and displays an alpha-numeric code for some ...
    Rachel Craft
    last modified by Rachel Craft
  • Encoding email in Sugar 8.0.1 and OPI 2.6 not working for non-English characters

    Hi all.  This is the scenario: 1) An email is archived with OPI 2.6 into Sugar 2) Email views fine in Sugar application 3) When said email is Forwarded or Replied to, then it opens in Outlook (or preferred em...
    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
  • Outlook plug in not syncing calendar items into Sugar

    I have the Outlook plug in installed. When I add an appointment and mark it to Save, Sync and Relate it does not sync into Sugar. My emails are syncing correctly. We have a few users with this issue. I've uninstalle...
    Kristi Johnson
    created by Kristi Johnson