• Ability to share filters with other (specific) users

    score30
    Active
    6 votes
    Kristjan Geir Mathiesen has already teasered it in Add "current user" as an option for "Assigned to" in filters and I'm going to pick that thread up, since there seems to be no "official" idea about it ...
    Julia Weinhold
    last modified by Julia Weinhold
  • Filter by week in reports

    score25
    Active
    5 votes
    Please can we have the option to filter dates by week in reports? For example This Week, Last Week. Like the existing options This Month, Last Month, This Quarter, Last Quarter, etc   Last 7 Days is not the same...
    KateLloyd
    last modified by KateLloyd
  • Add "current user" as an option for "Assigned to" in filters

    score65
    Active
    13 votes
    Hi all   With share-able filters on the horizon (announced in the Summer '19 Develper Webinar, the need to be able to choose "current user" is getting bigger. Share-able filters will be useless if we cannot crea...
    Kristjan Geir Mathiesen
    last modified by Kristjan Geir Mathiesen
  • BPM:: IMPLEMENT Field does not change for a specified amount of time

    score35
    Active
    7 votes
    Field does not change for a specified amount of time. The old advanced workflow has this feature but still has not made it over to the new bpm. would be nice to have this introduced back into the new bpm. please vote ...
    delsugar
    last modified by delsugar
  • Reporting on Comment Log

    score10
    Active
    2 votes
    the comment log field is great, i love it and the customers do too, but........... you cant get it in reports   It would be great to be able to filter or report on comment log entries in order to extract and im...
    lee Ingham
    last modified by lee Ingham
  • Allow reporting/filtering on inactive user data

    score105
    Active
    21 votes
    SugarCRM blocks users from running reports or doing list view filtering on any user fields when the user is inactive. This is a constant headache for my company, as we have a very long history of CRM use and we o...
    Jacquelyn Lane
    last modified by Jacquelyn Lane
  • Customfields on relationships

    score15
    Active
    3 votes
    The idea is easy: give relationships attributes.   nowadays we can link modules by creating several types of relationships which causes that SugarCRM creates a link table in the database linking record A to B. &...
    B_Canales
    last modified by B_Canales
  • Add operator "is empty" on text field filter

    score25
    Active
    5 votes
    Hi all,   If I have a text field, I can't filter with "is empty". I just have the options "starts with" and "equals". The most time, that I have complete data is on empty fields.   At the moment, I have to...
    Holger Schulz
    last modified by Holger Schulz
  • Add the Total of records in a Dashlet List View

    score25
    Active
    5 votes
    Add total records under a specific filter when using list view  type of dashlet.   This allows users to monitor by date or whatever filter they have on the dashlet view just by looking at the total nu...
    Angel Martinez
    last modified by Angel Martinez
  • Ability to Search and Sort Field Names on Email Template

    score5
    Active
    1 vote
    Hi,   Please see screenshot below:   Wouldn't it be nice to allow searching for fields when creating email template instead of having to scroll up and down the list. It would also be helpful if the list ...
    Niegel Leoncio
    last modified by Niegel Leoncio
  • Sort listview filters alphabetically in Mobile App

    score5
    Active
    1 vote
    Filters on listviews are automatically sorted alphabetically in the browser. However, in the app they seem to be sorted by the date they were created, with the newest nearest the top underneath the standard filters. P...
    KateLloyd
    last modified by KateLloyd
  • Use email address to sync/update records via import wizard

    score15
    Active
    3 votes
    With SugarCRM you cannot update existing contact/lead records via the import wizard using email address as a sync point. The import wizard will only update records using ID as a sync point.   This is a very ...
    Jacquelyn Lane
    last modified by Jacquelyn Lane
  • Add custom field in Searchbar with helptext like "search by name or <Customfield>... "

    score25
    Active
    5 votes
    Add custom field in Searchbar with helptext like "search by name or <Customfield>... "   1. Add customfield in Search Layout using studio.   2. Open <Sugarcrm_Root>/custom/modules/<Module_na...
    kshah2411
    last modified by kshah2411
  • Guidance in Opportunity Module

    score15
    Active
    3 votes
    Hello, There should be some intelligent guidance available at each and every steps of Opportunity as it is there in Sales force CRM. For Ex: 1.In sales force CRM by hovering on Qualification Item in opportunity mod...
    Rajan Upadhyay
    last modified by Rajan Upadhyay