• Sugar Cloud Maintenance Scheduled for Saturday, July 11th, 2020

    On Saturday, July 11th, 2020, beginning at 17:00 PDT, SugarCRM will be performing maintenance to the Sugar cloud environment. This work will occur during our scheduled weekly maintenance window. Maintenance ...
    Ron McCorkle
    last modified by Ron McCorkle
  • Sugar Cloud Maintenance Scheduled for Saturday, July 4th, 2020

    On Saturday, July 4th, 2020, beginning at 17:00 PDT, SugarCRM will be performing maintenance to the Sugar cloud environment. This work will occur during our scheduled weekly maintenance window. Maintenance i...
    Ron McCorkle
    last modified by Ron McCorkle
  • Remove all Discount references on Quote PDF until utilitized

    Question: How do I remove Discount references to Customer-facing Quote PDFs (not the worksheet), if Discounts aren't applied? Our Sales team would like Customers not receiving discounts, to see no ref...
    MissyBrooks
    created by MissyBrooks
  • Contact Management 2020

    Our Contacts typically tend to move around in the same industry, so odds are, when they leave one Company they'll show up later in another Account we service - which is why we'd like to retain any associated...
    MissyBrooks
    last modified by MissyBrooks
  • Reports: Filter by related record count

    Hey Folks,   I would like to create a report with a criteria based on related module record's count.  For example, we have Accounts and related Opportunities, each Accounts have "N" number of opportunities ...
    Selvamuthukumar Rajulu
    last modified by Selvamuthukumar Rajulu
  • Sugar Cloud Maintenance Scheduled for Saturday, June 27th, 2020

    On Saturday, June 27th, 2020, beginning at 17:00 PDT, SugarCRM will be performing maintenance to the Sugar cloud environment. This work will occur during our scheduled weekly maintenance window. Maintenance ...
    Ron McCorkle
    last modified by Ron McCorkle
  • Product Currency Amounts Updating on Currency Change (V9.0.2)

    Hi all.   Just looking for some assistance to see if this is how the system should work or if anyone else has had this and has any ideas.   So the scenario in question is the following with the assumption ...
    Daniel Hill
    created by Daniel Hill
  • [2020-06-23, 06:12 PM UTC] Known Cloud Issues - Sugar Cloud EU 02

    We have addressed an issue in our cloud environment where instances hosted on the Sugar Cloud EU 02 stack might have experienced slow response and/or connection issues. For information on identifying the stack where y...
    Ciprian Cernestean
    last modified by Ciprian Cernestean
  • RollupConditionalSum in IfElse Statement

    Hi, our company is dealing mostly with yearly subscription customers, but some of them are on multi-year and half-year contracts. I wanted to display the current annualized invoice revenue on the associated account ...
    Fabian Varasteh
    last modified by Fabian Varasteh
  • Sugar Cloud Maintenance Scheduled for Saturday, June 20th, 2020

    On Saturday, June 20th, 2020, beginning at 17:00 PDT, SugarCRM will be performing maintenance to the Sugar cloud environment. This work will occur during our scheduled weekly maintenance window. Maintenance ...
    Ron McCorkle
    last modified by Ron McCorkle
  • [2020-06-16, 12:42 PM UTC] Known Cloud Issues - Sugar Cloud AU 02

    We have addressed an issue in our cloud environment where instances hosted on the Sugar Cloud AU 02 stack have experienced slow response and/or connection issues. For information on identifying the stack where your in...
    Ciprian Cernestean
    last modified by Ciprian Cernestean
  • Sugar Cloud Maintenance Scheduled for Saturday, June 13th, 2020

    On Saturday, June 13th, 2020, beginning at 17:00 PDT, SugarCRM will be performing maintenance to the Sugar cloud environment. This work will occur during our scheduled weekly maintenance window. Maintenance ...
    Ron McCorkle
    last modified by Ron McCorkle
  • Easy Way to Save 4+ Days and Ensure the Excellent Experience to Every CRM User

    If you have doubts that it is possible, read this article to the end and find out how to save time for every CRM user and make their work more efficient and comfortable. Hidden reserves Processing the list of leads, ...
  • Easy Way to Save 4+ Days and Ensure the Excellent Experience to Every CRM User

    If you have doubts that it is possible, read this article to the end and find out how to save time for every CRM user and make their work more efficient and comfortable. Hidden reserves Processing the list of leads, ...
  • Record-Level Fields Not Seated Correctly 10.0

    I'm sure this is due to the new field layout changes :/ but fields set on Record Views are not displaying correctly on the UI: as in different columns and out of order. Since this has happened in previous versions, I ...
    MissyBrooks
    created by MissyBrooks
  • Import Data with Currency

    Hello, My Company is based in France but we're operating in China and US.  When I import data in Sugar, the currency stay in Euros however the data are in dollars.  No issues for the import in euro but it...
    Thibaut  Legrand
    created by Thibaut Legrand
  • [2020-06-03, 04:59 AM UTC] Known Cloud Issues - Sugar Cloud US 02

    We have addressed an issue in our cloud environment where instances hosted on the Sugar Cloud US 02 stack have experienced connection issues. For information on identifying the stack where your instance is h...
    Vlad Popescu
    last modified by Vlad Popescu
  • Sugar Cloud Maintenance Scheduled for Saturday, May 30th, 2020

    On Saturday, May 30th, 2020, beginning at 17:00 PDT, SugarCRM will be performing maintenance to the Sugar cloud environment. This work will occur during our scheduled weekly maintenance window. Maintenance i...
    Ron McCorkle
    last modified by Ron McCorkle
  • Drill Down returns inconsistent results for users in different timezones

    Hi All   An issue we have found is that if you create a summation report with details and you group by "Day: Start Date" for example that when you drill down on any bar on a chart that you don't get the results ...
    Damon Terry
    last modified by Damon Terry
  • Standard Assignment Notification Link To Record no longer works on Mobile with Identity

    Hi,    Has anyone else come across this issue with Identity? The standard assignment notification emails (typically the full URL to the record) used to open the Sugar mobile app. I guess it pinged the serv...
    James Banbury
    created by James Banbury