• Implement Ability to Report on Audit Logs

    score375
    Active
    75 votes
    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...
    Bud Hartley
    last modified by Bud Hartley
  • SugarCRM v7 learning resources - Share yours

    score355
    Active
    71 votes
    SugarCRM v7 requires a lot of learning for everyone, even the 6.5.x experts. And for some of us, not so familiar with javascript, jQuery, Backbone, Underscore the learning curve is even steeper. I thought it would be...
    Francesca Shiekh
    last modified by Francesca Shiekh
  • Idea: Allow for an Unlicensed API-only user

    score320
    Active
    66 votes
    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
    Francesca Shiekh
    last modified by Francesca Shiekh
  • Notify Users When They get Tagged in Activity Stream Window

    score255
    Active
    51 votes
    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.  ...
    Shijin Krishna
    last modified by Shijin Krishna
  • Custom Themes in Sugar 7

    score235
    Active
    51 votes
    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.
    john.joven john.joven
    last modified by john.joven john.joven
  • Configure the Revenue Line Item Layout When Creating an Opportunity

    score165
    Active
    33 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
  • Single Sign On (SSO) option for OPI

    score135
    Active
    27 votes
    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...
    Kristjan Geir Mathiesen
    last modified by Kristjan Geir Mathiesen
  • Related field preview

    score130
    Active
    26 votes
    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 ...
    Harold Masselink
    last modified by Harold Masselink
  • 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
  • Suggestions for improvements to Inbound Email

    score125
    Active
    25 votes
    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 ...
    Francesca Shiekh
    last modified by Francesca Shiekh
  • Allow user to set a report's Run-time Filters when it is used as chart in the dashboard

    score125
    Active
    25 votes
    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...
    ibrs
    last modified by ibrs
  • see the Contact record on incoming mobile calls.

    score110
    Active
    22 votes
    Would be useful to see the Contact name/record on incoming calls.  
    Vincent Amari
    last modified by Vincent Amari
  • Create folders/groups for reports

    score110
    Active
    24 votes
    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...
    Philippa Grover
    last modified by Philippa Grover
  • 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
  • Notify users when mentioned in Activity Stream posts via Notification Center

    score105
    Active
    21 votes
    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?
    David Jakelic
    last modified by David Jakelic
  • Add a File attachment-type field in Studio

    score105
    Active
    21 votes
    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...
    Christopher Grenness
    last modified by Christopher Grenness
  • 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
  • Implement cleanup method for Activity Stream

    score100
    Active
    20 votes
    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...
    Mark Willert
    last modified by Mark Willert
  • Allow Admins to "View As" to test system wide changes

    score95
    Active
    19 votes
    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...
    mmcpeak@atkinsonhunt.com
    last modified by mmcpeak@atkinsonhunt.com
  • 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