• Dropdown filters - List View

     There isn’t a dropdown option for last # days when creating filters in the list view. Can this be added in?   for example,  task module: Due Date > Last # Days > 150     
    Kaylee  Carson-Burns
    last modified by Kaylee Carson-Burns
  • How to find duplicate records

    Is there a way to find duplicate records in reporting or in the administration module?
    Craig Tovatt
    created by Craig Tovatt
  • Width on fields

    In Sugar 10, the fields for e.g. email addresses are a bit small. So you can't see the whole text.  Where do I change this?   sugar 10.1 fieldmail field width
    Sofia Jonsson
    last modified by Sofia Jonsson
  • Please help with process definition workflow

    I could not find department field in Users Module. I am trying to create process definition for quotation approval. I used exclusive gateway for criteria. I want to set Users(Department is sales managment) in criteria...
    Julia Khin
    last modified by Julia Khin
  • Birthday email campaign

    Hi! In Sugar Market, how would you select contacts whose birthday is today to automatically send them an email? Thank you!
  • Project module

    Sugar (version 9.0.2) Pro   Hi All,   I've been asked to look at the Project Module for our CRM. Out of the box, it looks a bit clunky and has a bug when using UK date format.   Does anyone know of p...
    john mckenzie
    last modified by john mckenzie
  • Easy Way to Save 4+ Days and Ensure the Excellent Experience to Every CRM User

    If you have doubts that it is possible, read this article to the end and find out how to save time for every CRM user and make their work more efficient and comfortable. Hidden reserves Processing the list of leads, ...
  • transfer an opportunity between accounts

    I recently joined a new company. My predecessor created 2 separate accounts for one company, one for HQ and one for the branch.  I was able to change it to a parent/child relationship using the Membership pane.&#...
    Vince Tornillo
    last modified by Vince Tornillo
  • Why does the new design in V10.0 waste my 27" monitor space?

    We've just been updates to V10 and found our glorious 27" screens wasted as all our information is scrunched to the left of the screen.  Where we could see full email and address details these are now truncated. ...
    Nathan Morrison
    last modified by Nathan Morrison
  • Functions on New Quote Module

    I have a number of questions about the Quote module after exploring in depth with a customer today:   1) You can drag and drop Line Items, but NOT groups? (I have tested) is there a setting which will enable Gro...
    Sara Tatam
    last modified by Sara Tatam
  • Troubleshooting Cross-Site Forgery Messages / Token Problems

    When trying to save / attach a document in the module itself or i.e. in the ticket modul using the document sub panel, users are getting sometimes the following Error Message     According to the research...
    Deniz Kilic
    last modified by Deniz Kilic
  • Drill Down returns inconsistent results for users in different timezones

    Hi All   An issue we have found is that if you create a summation report with details and you group by "Day: Start Date" for example that when you drill down on any bar on a chart that you don't get the results ...
    Damon Terry
    last modified by Damon Terry
  • how can I generate advanced report as pdf?

    I created advanced report using custom query and it is working. The report runs correctly. But I cannot generate the report as pdf. I can only export the report to csv file.I want to generate the advanced report as pd...
    Julia Khin
    last modified by Julia Khin
  • I cannot launch an email through Sugar Connect Side Panel on the Quotes Module

    I can launch an email in some, but not all modules when using Sugar Connect in Outlook, Office 365. It does work on leads and contacts. Any idea why? I would like to fix it.  
    Erik Rose
    last modified by Erik Rose
  • When will Tasks support reminders and recurrence?

    Are there any plans to include this capability in an upcoming release? If not, has anyone been successful in replicating those functions using processes?
    ron@protracker.com
    last modified by ron@protracker.com
  • What hardware do i need in order to integrate Click to Call?

    Im willing to make a system where agents will be able to simple click and call costumers. After few hours of reading, its very confusing for me and i dont know what hardware would i need. Im thinking to get separate m...
    rhymeguy rhymeguy
    last modified by rhymeguy rhymeguy
  • User profile advanced settings, Field Name Placement

    Following the upgrade where the Field Name Placement has been moved to the side, I'd like to change it back.  I go into my Profile and the Advanced Tab but I don't have Layout Options available to change the sett...
    Alison Whittle
    last modified by Alison Whittle
  • Why are my emails flagged in my inbox

    I am seeing all of my emails in my Outlook being flagged. Why are all of my emails being flagged ?
    Darin Schoumaker
    last modified by Darin Schoumaker
  • What Makes Sugar an Optimal CRM Platform for Mid-Size Business

    To find their own way to grow a business, medium-sized companies are in constant search for balance between systematicity and flexibility. Unlike small business, mid-sized one is much more standardized and systemic, b...
  • Browser Focus Generating Unsaved Changes Warning?

    Our users seem to be having the "unsaved changes" warning messages pop up more in recent days/weeks. It seems like user interface is pretty "touchy" about leaving the focus during entry/editing (e.g. to take a call, l...
    Vince Outlaw
    created by Vince Outlaw