• Import all mails to sugar / import automatically

    Hiho, is there a way to import all incoming mails automatically to sugar or to import all mails from a certain account or all accounts into sugar? thanks, luggie
    Lukas Müller
    last modified by Lukas Müller
  • Stacked bar order on dashlet doesn't reflect report

    Hi all,       I have created a stacked bar chart showing each salesperson's Opportunities by Sales Stage (Customer Journey step). In the report view, it displays the values in order (Sta...
    Richard Martin
    last modified by Richard Martin
  • Drop Down Value Shows the Key and not Display Value

    Hey Guys,   We are trying to have a drop down value on a lead be transferred to a text field on an account during lead conversion. Our code is written below. Naics_sector is the account field and industry_sector...
    Dan Petersen
    last modified by Dan Petersen
  • The Products "Subpanel" on Quotes

    I need to run a script when an item is Saved on the Quote.  So you pick a product from the dashlet, it is added to the SubPanel and then you click on the green button to save it. As it is saved I need to check i...
    Kenneth Brill
    last modified by Kenneth Brill
  • button schedule report is missing for some users

    For some users the button schedule reports is missing. I checked but all the requirements are met. Anybody got ideas what this can be?   Report Schedule Requirements The Report Schedules module requires the foll...
    Nick Maes
    last modified by Nick Maes
  • Deeplink on App

    ¿my app do not support a deeplink what can i do? Is there a not deep link for sugar on demand?
    Gustavo Perozo
    last modified by Gustavo Perozo
  • Quicksearch parameters - split_terms and priority

    I have been working on build in an extra field to the List View quicksearch on Accounts and Contacts.   Thanks to previous contributors around this.   However, I am experiencing some inconsistent behaviour...
    Neil Conacher
    last modified by Neil Conacher
  • Costs for Sugar connect?

    Sugar crm v9.0.1 - Pro - cloud   Hi All - we are just moving from on prem outklook to outlook 365. I've been looking into sugar connect, it seems like a better UI than the downloadable plugin for outlook.  ...
    john mckenzie
    last modified by john mckenzie
  • How to write sugar logic for assigning value to list items

    Our company has determined there are 6 levels of contacts we need to make within each customer. We'd like a way to easily see which levels have been reached (via Contact creation). In preparation a dropdown field was ...
    Jeffrey White
    last modified by Jeffrey White
  • How to import list of invalid email addresses

    We have a csv file of email addresses that bounced when we sent out a marketing campaign using a third party marketing tool. Is there a way to take this list and import it into Sugar and set the invalid flag to True f...
    Brett Zufelt
    last modified by Brett Zufelt
  • Subpanel to be Editable Before Create A Record Like Opportunity Revenue Line Items

    Is there any way to  Add  Revenue line items For custom Module where we can select revenue line item Before creation of record. How can we do that ?? Help me to solve this....   Has anyone done this?&#...
    Ash
    last modified by Ash
  • Quick notifications through Activity Stream

    score25
    Active
    7 votes
    Activity Stream could become a great collaboration channel, especially for quick notifications. In order to do it right, SugarCRM should provide a quick way to post "in context" into the Activity Stream. Please note: ...
    David Jakelic
    last modified by David Jakelic
  • Implement cleanup method for Activity Stream

    score100
    Delivered
    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
  • Upgrade Issue::Red flag on SugarCRM upgrade 8.0.4 to 9.02

    Has anyone faced the below issue while upgrading SugarCRM to 9.x?   [2020-02-17T06:39:31+00:00] INFO => F: [Issue 234][red][cannotPerformCollationConversionOnTable][579][Unable to perform character ...
    Sundar Kumar
    last modified by Sundar Kumar
  • How to add module case in email template?

    I need to create an email template, with information of cases, like case number, the subject and the description.   How can I add this information, since only the account modules, contacts / lead / targets ...
    David Solano Rojas
    last modified by David Solano Rojas
  • Rest-API access outside firewall in order to allow integration

    hi All,   Our instance is behind firewall and currently only accessible via VPN and not accessible over internet. we have implemented air watch solution for our field staff to access Sugar on the go. We would l...
    Kunal Singh
    created by Kunal Singh
  • Scheduled tasks to Larval API

    Hi all   We have a company secure database  which has w web interface via Laravel whuch at the moment is pushing data to Sugar through sugars API.   As services with sugar are evolving we need to now ...
    john Fieldsend
    last modified by john Fieldsend
  • Are Non-Primary Email Addresses Reportable?

    Following the instructions in the link below, we are able to use the Primary Email Address in reports linked to a record.  http://support.sugarcrm.com/04_Knowledge_Base/03End_Users/100Reports/Including_Email_Add...
    Emilio Taylor
    last modified by Emilio Taylor
  • Reports that filter for primary email address only

    Am I doing something wrong?  Ive got a filtered report of contacts that displays the contact's email address but I cant seem to find a way of displaying just their primary email address. The report displays every...
    Nigel Kerby
    last modified by Nigel Kerby
  • Installing the On-demand version 9.3.0 on a Development Environment

    Hi,  I'm trying the install a back up of Sugar Professional 9.3.0 on a Local Development instance .  Unfortunately this is an "On-demand" only version  and the stand alone version server requirement i...
    Anoop Antony
    last modified by Anoop Antony