We have a number of fields set up for "Auditing" and we can obviously see the old and new value changes by user and date. We would like to be able to pull a complete list for the changes made by a particular user ins...
It would be nice to be able to have an API user that does not count against licensed users. Using an existing front end user is not practical. thanks, FrancescaS
As we know Sugar 7.x has the option to tag Users while creating a new post in Activity Stream window out of the box.But unfortunately there is no in built functionality to notify the user once he/she get tagged. ...
Hello, Why we don't have an options or a list of default themes of our SugarCRM Professional? We can't change themes because there is no themes available and it should have default themes.
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 ...
Hi. The outlook plugin requires us to enter username and password in the OPI. That makes sense when you are running a stand-alone login for SugarCRM, But then you have integrated ActiveDirectory(LDAP) authentication...
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...
When hovering over a related field show the 'preview-eye' to make it possible to show related information without leaving the screen. With the new preview-edit functionality enabled it will even save ...
As your team works or will work on a Sidecar Email module I have some suggestions for improvement to Email processing: Allow admins to prioritize Email boxes for processing. We have some emails that are simply ...
SugarCRM reports are one of its best features. I often create a report with Run-time Filters that enables me to show different charts based on that filter., i.e., sales team. Tather than write several reports that are...
Would be useful to see the Contact name/record on incoming calls.
I would like to create folders or groups for our reports, as I am conscious that we have a lot of users, all of whom have different report requirements. Each person is writing their own reports; some of which are for...
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...
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...
I was expecting that users who are mentioned in the Activity Stream posts, are notified through the Notification Center. But it doesn't work for me (Sugar 7.2 On-Demand). Am I missing something?
Apologies if this has been covered before. On an On-Demand installation, i.e. without code access, I believe the only way I can add a [file attachment] field is to build a new Module based on the [File] Template. Is t...
Hi, as activity stream is a useful tool in SugarCRM 7, we saw that it could easily take more than 50% of the database size in productive instances. While this can be easily truncated from the database, this is...
Currently Roles can be applied to Fields, We have created a bunch of fields and put them into separate Panel / Tab. We want to restrict some users to access that Panel / Tab, rather then giving roles to each ...
Similarly to how Facebook and LinkedIn allow you to view how your profile would look depending on who it is that is looking at it, it would be great to be able to toggle between different levels of access, roles, team...