• Group by reports and multienum fields

    score35
    Active
    7 votes
    Hello,   It should be interesting to change the way SugarCRM manages the multienum field as a grouping criteria in reporting.   For example, with the following example :   Record 1 - multienum field ...
    Groupe Sugar
    last modified by Groupe Sugar
  • 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
  • Improved Multi-Select Field Groupings for Summation Reports

    score15
    Active
    3 votes
    In my instance, the "opportunity source" field is a multi-select list.    I would like to create a summation w/ details report with a chart showing the summed value for each opp source type.    H...
    Jacquelyn Lane
    last modified by Jacquelyn Lane
  • 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
  • Include Chart in Scheduled Reports

    score5
    Active
    1 vote
    Quite surprised to find that Scheduled Reports PDFs do not include the Chart for the Report. Really think this should be available even as an option when scheduling the report.
    Greg Barrass
    last modified by Greg Barrass
  • Ability for user's to change the colors in charts / graphs without a plug-in

    score130
    Active
    26 votes
    Right now colors for reports and graphs are very inconsistent, given the assignment of the color is random and there is no way to change it easily. We need ability for users to change the colors in graphs / charts wi...
    trudyh
    last modified by trudyh
  • Change the country field to a dropdown list by default

    score95
    Active
    21 votes
    Hi,   everytime we see a SugarCRM system again some time after the Rollout, we are nearly everytime confronted with the problem that the country field is free text. This causes huge problems because people are f...
    Mark Willert
    last modified by Mark Willert
  • Allow to show reports data for row and column type of report into module's sidebar panel ( Intelligence Pane)

    score50
    Active
    10 votes
    Hello SugarCRM Folks (Alex Nassi  Alan Beam Jason Smith ),   Currently into sugarcrm we can choose only chart type of reports from the Intelligence pane. If I do have row and column type of report and want ...
    Prashant Patel
    last modified by Prashant Patel
  • 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
  • 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
  • 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
  • Email template for Assigned to Email Notification

    score35
    Active
    7 votes
    Hi, As sugar default behaviour,when we assign record to any user.The assigned user will get an email notification,Saying that this record has been assigned to you.This works very well.However we are not able to make ...
    Ajay Kumar
    last modified by Ajay Kumar
  • Disable and/or Enable Edit in Chart DrillDown

    score5
    Active
    1 vote
    Similar to the Enable Edit in Preview Pane , would like to add a similar option for the new Chart DrillDown option. So we can disable editing in the Chart DrillDown. I have tried to enable the edit in the preview pane...
    delsugar
    last modified by delsugar
  • 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
  • User Access & Licensing Improvements

    score15
    Active
    3 votes
    With regards to licensing issues, Sugar seems very strict compared to Salesforce (our prior CRM). With Sugar:  1) Two users cannot be logged into to the same account at the same time 2) We cannot run reports an...
    Jacquelyn Lane
    last modified by Jacquelyn Lane
  • Use ISO-4217 to determine decimalPrecision on each currency, or let administrator set decimalPrecision

    score20
    Active
    4 votes
    Currently in sidecar/src/utils/currency.js formatAmount and formatAmountLocale use decimalPrecision set by the Administrator or the User respectively. If there is no preference setting it defaults to 2 ...
    Francesca Shiekh
    last modified by Francesca Shiekh
  • 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