• SugarCRM7 HOW TO:  Manipulate Subpanel Top Buttons (Actions)

    score90
    Active
    20 votes
    To Manipulate Top buttons (Actions) for a module’s “default” subpanel  In  <sugar_root>/custom/Extension/modules/<module>/Ext/clients/base/views/panel-top/panel-top.php Red...
    Francesca Shiekh
    last modified by Francesca Shiekh
  • 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
  • Notify Users When They get Tagged in Activity Stream Window

    score260
    Active
    52 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
  • SugarCRM v7 learning resources - Share yours

    score360
    Active
    72 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
  • Meeting invite control

    score25
    Active
    5 votes
    We would like more control regarding the meeting invites. Primarily being able to select who's receiving the invite. (f.e. internal versus external).     Even better would be the possibility to select who...
    Harold Masselink
    last modified by Harold Masselink
  • Add "current user" as an option for "Assigned to" in filters

    score75
    Active
    15 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
  • Better logging for failed schedulers

    score60
    Active
    12 votes
    Currently the scheduler interface just shows if a job is done or not. It does not show if it failed and why. It would be nice to have individual logs for scheduler jobs accessible from the Scheduler interface. At the...
    Francesca Shiekh
    last modified by Francesca Shiekh
  • Implement Ability to Report on Audit Logs

    score385
    Active
    77 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
  • Making  a Flex relate field reportable

    score45
    Active
    9 votes
    Hi All,                 I think it would be better if we make a Flex relate field reportable in Sugar.This would allow users to easily search the parent records of a modul...
    sidhu sidhu
    last modified by sidhu sidhu
  • Show that a merge has occurred on Change Log

    score80
    Active
    16 votes
    When two records are merged it is not clear that this has happened when you look at the change log. Could it record this please?
    KateLloyd
    last modified by KateLloyd
  • Use the report name for the filename when exporting

    score25
    Active
    5 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
  • Ability for user's to change the colors in charts / graphs without a plug-in

    score135
    Active
    27 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
  • Create folders/groups for reports

    score120
    Active
    26 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
  • Can I disable saving all attachments to Note records for inbound emails?

    score90
    Active
    22 votes
    OK, I understand that the capability of extracting attached documents from an archived email might be a reasonable feature. However, it doesn't make sense if all attachments (plus all embedded images, including signat...
    David Jakelic
    last modified by David Jakelic
  • Single Sign On (SSO) option for OPI

    score145
    Active
    29 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
  • Auto Email Quote & Auto create Opportunity from Quote

    score25
    Active
    5 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
  • Allow reporting/filtering on inactive user data

    score110
    Active
    22 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
  • Create a content category exclusively for Sugar BPM topics

    score5
    Active
    1 vote
    Hi, I think it would be beneficial for everyone if we could have a content category exclusively for Sugar BPM topics.
    Tony Romano
    last modified by Tony Romano
  • Creating New Fields in Studio is Too Slow!!

    score0
    Active
    0 votes
    Admittedly, my company has a large quantity of records in several modules, but the amount of time it takes to create new fields in Studio is kind of nuts. The mechanism you use to create fields is not scalable. I...
    Jacquelyn Lane
    last modified by Jacquelyn Lane
  • Include Duplicate Check fields in Studio

    score55
    Active
    11 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