• 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
  • Report on reports

    Hi there, I'm asked to take up the global support for SugarCRM for my company, and one of the first tasks is to clean up the wild growth on individual reports we have in the meantime (644 reports listed). ...
    Hugo Geyskens
    last modified by Hugo Geyskens
  • How do you locate and uncheck the Default Dashboard checkbox?

    Sugar documentation says the checkbox for the Default Dashboard is automatically checked from out-of-the-box. I want to uncheck it so my users can set up their own dashboard that appears as their default home das...
    John Juarez
    last modified by John Juarez
  • add a page break in pdf manager

    I'd like to update our quote form with terms and conditions so everything is printed at once.  I need to be able to put in a page break, but none of the regular html seems to work for this.  Is there a diffe...
    Tara Hammond
    last modified by Tara Hammond
  • Can i run a report that shows me accounts for which there are no contacts?

    We've been doing a massive clean up of the contacts we have in SugarCRM.  As part of this exercise, where contacts have not engaged with us for x months based on data from our marketing automation system we've be...
    Patrick Neary
    last modified by Patrick Neary
  • Excel plug-in is not responding

    i downloaded and installed the excel plug in, logged in, then clicked the query wizard and nothing happens. Am I doing something wrong?
    fritz fritz
    last modified by fritz fritz
  • 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
  • Merge does not display correctly in browser

    If this has already been asked and answered please point me in that direction.   I'm using Sugar Professional 9.01 and this occurs with I.E, Edge, and Chrome.   The issue I'm seeing is that when merging re...
    Garry White
    created by Garry White
  • Can I search Historical Summary?

    I am looking for some specific notes from an Account. There are hundreds of entries for the Account from Calls, Notes, Meetings, etc.   I'd like to be able to bring up that Account, go to the Historical Summary,...
    John Kitsmiller
    last modified by John Kitsmiller
  • Creating an opportunity starting from the Contacts Module does not take over account info ?

    While looking in the Contact module at a contact (which is linked to an account), I start creating a new Opportunity via the below subpanel Opportunities (+ sign). The Opportunity record is created alright, taking ove...
    Hugo Geyskens
    last modified by Hugo Geyskens
  • Copy module

    Hello,   Is there a way to copy/duplicate a module?   I customized my ''Leads'' module and I would like to copy/paste the content (fields, layout, etc.) in my ''Customer'' module.   Thanks
    last modified by davestp
  • Reassigning records don't save to new user. Reverts back.

    When a user is reassigning a record to another user and then clicking save, the "assigned to"reverts back to them instead of who they reassigned it to. They have to do this twice before the record actually saves with ...
    Melissa Musser
    last modified by Melissa Musser
  • PDF download IPAD or IOS System

    Currently we have a customer that need to make a  download PDF quotation from his Ipad, nevertheless under android operating system we don´t have anything problem but when i make the same operation into IOS...
    Carlos Hernandez
    last modified by Carlos Hernandez
  • 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
  • Sending campaign to single Contact

    There are times when I would like to send an email campaign to a Contact after the campaign has gone out.   Is there any way to do this?
    John Kitsmiller
    created by John Kitsmiller
  • Account management

    I accidently deleted an account while re naming it.  Is it possible to recover the account and info related?
    Ray  Larade
    last modified by Ray Larade
  • The formula i am using for a certain date/time field keeps changing when any change is made in the module. What do i need to add to my formula that puts in the day of a dependent checkbox being marked.

    We have a checkbox in a module that when checked - sets the date to "today". However, when anything else is changed in that module, the date of the field updates to the new date. We want it to only set once, when the ...
    Kristin Bayle
    last modified by Kristin Bayle
  • Outlook Plug-in - Find Sugar records - when selecting "Archive to Sugar" for an e-mail in the Outlook Inbox, the "Find Sugar records" does not find any records.  When using the same search string in the Opportunities Module, Sugar does find opportunities.

    Outlook Plug-in
    David Karohl
    last modified by David Karohl
  • Outlook plugin for Mac OS

    I use Microsoft Outlook on a Mac, and am wanting to be able to sync emails so they are stored on Sugar. It appears Macs are not supported, any help on this?
    Molly Callaghan
    last modified by Molly Callaghan
  • Calendar: how can I distinguish scheduled calls from calling leads?

    Hi!   After been helped really well last time, I have another question.    Personally I like to use my Sugar calendar like a real calendar, meaning that everything that is in there is an actual appoin...
    Ronnie van der Linden
    last modified by Ronnie van der Linden