• 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
  • 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