Ellen True

New Knowledge Base Articles Published

Blog Post created by Ellen True Employee on Mar 10, 2016

Check out the latest round of Knowledge Base articles we've published on the Support site. Each of these was written by members of our Support team to help you accomplish more with Sugar. Hopefully these will serve you well; we've got plenty more articles on the way!



Configuring "Send As" Permissions With Gmail  New

Configuring "Send As" Permissions With Office 365  New

Importing Email Attributes and Multiple Email Addresses  New

Understanding Campaign, Workflow, and Process Email Templates  New

Using CSS in Email Templates  New


Process Author

Using Process Author for Territory-Based Lead Assignment  New

Automating Business Processes With Process Author  New

Creating Specialized Teams for Users Who May Engage in Processes  New

Understanding Round Robin Activities vs. Round Robin Actions  New

Troubleshooting a Blank Process Email Template  New

Automatically Escalating Cases Using Process Author  New

Capturing How Long a Record Spends in Each Status Using Process Author  New



Using Workflows to Automatically Update the Account's Type When an Opportunity is Won  New

Automating Common Tasks Using a Dropdown Field and Workflows  New

Making Custom Fields Available in Workflows  Updated

Troubleshooting Time-Elapsed Workflows  Updated

Using Workflows to Automatically Assign Cases Created Via Sugar Portal  New

Understanding Processes vs. Workflows  New



Troubleshooting Missing Modules  Updated

Troubleshooting Latency Using Traceroute  Updated

Troubleshooting Scheduled Reports  Updated


Platform Management

Downloading Backups From the Backups Module  New

Migrating From On-Demand to On-Site  Updated

Creating a phpinfo File  New

Providing a Backup Without Sensitive Data  New



Integrating Sugar With New Relic APM for Performance Management  New

Customizing the Start Speed of List View Search  New

Adding a Custom Compose Email Button  New

Handling Validation Task Errors  New

Enabling Importing for Custom Modules  Updated


Health Check

Health Check Error: Field has incorrect display_default value  New

Health Check Error: Found NULL values in moduleList strings  New

Health Check Error: Module Has Definition of Another Module  New

Health Check Error: Incompatible Integration Data Reset  New

Health Check Error: Found subpanel with link to non-existing module  Updated


More Goodies

Changing a User's Password  Updated

Calculated Field : Formatting Phone Number Fields  New

Understanding Field Mappings for Sugar Plug-ins  Updated

Importing Related Records  Updated




Ellen True,

Knowledge Manager