• Adding tags to opportunites I don't own

    Hi,   I am trying to add tags to opportunities that I don't own so I can track them. I am not the overall opportunity owner or the line items; nor even a team member.   In SalesConnect you could add a tag...
    Scott Kimbleton
    last modified by Scott Kimbleton
  • How do I create report with contacts and related account

    How do I create report with contacts and related account
    Emmanuel Boutboul
    last modified by Emmanuel Boutboul
  • adjust column width row and column report

    How do I adjust the column width on an row and column report? 
    Adam Ritchie
    last modified by Adam Ritchie
  • 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
  • Resizing dashboard columns

    I am using Sugar 9. I can resize columns in other listviews, but I don't see a way to resize columns for any of the dashlets on my dashboard. There's a lot of wasted space.
    Scott Swalwell
    last modified by Scott Swalwell
  • Can You Build A Report To Filter On Non-Primary Team?

    We have Opportunities that are assigned to multiple teams (e.g. Global, Las Vegas, So Cal Teams), where 1 of the teams is the Primary (e.g. Global), and would like to report on the Opportunities that have been assigne...
    Vince Outlaw
    last modified by Vince Outlaw
  • passing a dashboard to a colleague

    I created a dashboard with 4 dashlets. The two on top are bar graphs (one budget forecast , the other turn over YtD). The 2 dashlets below the graphs are shortcuts to the report on which the two graphs dashlets are b...
    Hugo Geyskens
    last modified by Hugo Geyskens
  • In the forecast module , when a salesman changes his forecast, does the salesmanager gets a notification ?

    If a salesman adds or remove line items from this forecast and then hits the commit button, the salesmanager will see by means of green up arrow or red down arrow , in which direction the salesman's forecast moves. Bu...
    Hugo Geyskens
    created by Hugo Geyskens
  • No address in from field when using Outlook

    When saving an email to Sugar, Nothing is displayed in the From field. Please provide a suggestion for this  
    Nagamani D
    last modified by Nagamani D
  • How can I make a new dashboard from my Reports?

    I am trying to make a custom dashlet from a report i made, but somehow i can't do this. I only see the standard dashlets. Can someone help me out? Thanks in advance
    Sjoerd van den Bosch
    last modified by Sjoerd van den Bosch
  • How to lock closed opportunities/transactions?

    How to lock closed opportunities/transactions?
    Emily Yang
    last modified by Emily Yang
  • New Video: What's new in Fall '19

    Sugar's Fall '19 is now available for all SugarCloud customers running Sugar Sell, Sugar Serve, Sugar Enterprise, and Sugar Professional.    The Fall '19 release further advances Sugar...
    Brieanne Rowe
    created by Brieanne Rowe
  • Can I sync with outlook on multiple PCs ?

    Hi,   We are using 1 exchange account with all our contacts in and we share this exchange account on our multiple PCs, allowing all of us to update contacts and mails. These contacts are synchronized with o...
    Laurent Pot
    last modified by Laurent Pot
  • Is there any latest integration of Quickbooks with Sugarcrm?

    Hi, Is there any latest integration of quickbooks with SugarCRM 
    Phillips Campbell
    last modified by Phillips Campbell
  • How to filter list of Emails to Exclude those with Subject starting with RE:

    Creating a list of Emails by user and wanted to only see initial Email and not all of the Back and Force between reps and customers
    Michael Gillen
    last modified by Michael Gillen
  • can I sort Tasks by Priority Level

    I have accumulated hundreds of Task that have Priority High, Medium, Low. I want to be able to view only my "High" level task. I used to be able to do it in older versions but in 9.1.0 Professional I am unable to add ...
    Jeff James
    last modified by Jeff James
  • Inbound and outbound Outlook content not syncing

    Hi I have 2 users who cannot get their emails synced to Sugar.  We are using Outlook connector v2.6.0 and Version 9 of Sugar.  We have tested the connection with no issues,  but then get an error of "Th...
    Rachel Craft
    last modified by Rachel Craft
  • 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