• 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
  • Use the report name for the filename when exporting

    score20
    Active
    4 votes
    For someone that has to export a lot of reports from Sugar, I think it would be useful to use the name of the report in the filename instead of having everything export as Reports.csv. I would even be willing to fill ...
    Michael Morrison
    last modified by Michael Morrison
  • Additional layers of access control needed for tech-savvy users

    score10
    Active
    2 votes
    Currently if a user has access to the SugarCRM application they may also have access to a number of other ways to enter, edit, or delete data other than the SugarCRM application. For example APIs and Excel Plugin. ...
    Francesca Shiekh
    last modified by Francesca Shiekh
  • Set pre-set date values for field update

    score20
    Active
    4 votes
    I am working on building a new process in our SugarCrm to capture milestone events. One of the biggest challenge that I've encountered is not able to copy a date field and pass it along to a field in our target module...
    Niegel Leoncio
    last modified by Niegel Leoncio
  • Include Duplicate Check fields in Studio

    score50
    Active
    10 votes
    We work in an industry which sells products to pubs and hotels. Many of these have the same name, e.g. The Kings Head. Our Name field is never going to be unique, so we need to use the Name and Postcode fields on the ...
    KateLloyd
    last modified by KateLloyd
  • Export Dropdown Values

    score55
    Active
    13 votes
    It would be helpful if there was a way to export the dropdown values that are in the dropdown tables so that someone could use those values.  Sometimes its necessary to import a spreadsheet and it would be helpfu...
    Kimberly Wolfe
    last modified by Kimberly Wolfe
  • Export Dates in Excel Friendly Format

    score25
    Active
    5 votes
    When I export an Excel with a date/time field, the format is DD/MM/YYYY 00:00pm. This is not an Excel compatible format, so you cannot sort dates chronologically. To get around this, I have to use text-to-columns to r...
    Jacquelyn Lane
    last modified by Jacquelyn Lane
  • 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 support for upserts in SugarCRM API

    score20
    Active
    4 votes
    Hi SugarCRM, I'd like to highlight this as a key missing element for the SugarCRM API. Specifically, this API allows us to integrate more easily with external systems by using the upsert functionality based on an ext...
    Glenn Richmond
    last modified by Glenn Richmond
  • 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
  • Update import with "NULL" values

    score0
    Active
    0 votes
    By default, when you import csv files into Sugar modules in Update mode, The import update all the informations of the lines. That is to say, if a field is blank into the CSV file then the import will erase the conte...
    Johan Thieffry
    last modified by Johan Thieffry