• Configure the Revenue Line Item Layout When Creating an Opportunity

    score170
    Active
    34 votes
    Per the 7.6 - Create Opportunity and RLI simultaneously - change available RLI fields...? discussion, users would like the ability to configure the Revenue Line Item layout when creating an Opportunity. The inability ...
    raffle
    last modified by raffle
  • Provide a Utility for Managing Images for PDF Templates

    score100
    Active
    20 votes
    Currently, the Sugar default PDF templates contain a logo file embedded in the template for SugarCRM. However, there is no clear mechanism to embed another image unless the image is hosted at a URL outside of the Suga...
    raffle
    last modified by raffle
  • Mass Update RLIs under Opportunity Subpanel

    score70
    Active
    14 votes
    For Enterprise/Ultimate customers using Revenue Line Items, it can be very slow to update the sales stages or expected close dates of all Revenue Line Items while viewing an Opportunity (especially if many RLIs are in...
    lsackett
    last modified by lsackett
  • Auto Email Quote & Auto create Opportunity from Quote

    score20
    Active
    4 votes
    Steve SillikerI'm looking for a way to create a Process Definition that says: When a Quote record's status is 'send to customer' (or any kind of trigger), the (most recent) Quote for the (Bill to Contact or Account) g...
    Steve Silliker
    last modified by Steve Silliker
  • 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
  • Enhanced Notes Functionality

    score5
    Active
    1 vote
    We've received feedback from our sales users (who are mostly on the road). While the ability to access SugarCRM from the mobile app is well received, the mobile layout is not as friendly as expected to enter notes. Th...
    Niegel Leoncio
    last modified by Niegel Leoncio
  • Drag-and-Drop Sortable Quote Groups

    score10
    Delivered
    2 votes
    It would be nice to be able to drag and drop Groups to sort, as well as sorting line items.   FrancescaS
    Francesca Shiekh
    last modified by Francesca Shiekh
  • Quote Multi Select

    score20
    Active
    4 votes
    It would be very helpful if the product selector popup when creating a quote was able to select multiple items in one go rather than one at a time. The latest quote module is much better but still lacking this fairly ...
    Chris Loxley-Watkins
    last modified by Chris Loxley-Watkins
  • 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