AnsweredAssumed Answered

Why isn't the Excel Update function actually updating the record in Sugar?

Question asked by Philippa Grover on Oct 30, 2014
Latest reply on Nov 24, 2014 by Muhammad Shaji Uddin
I would like to use the Excel Update function to update a field on multiple accounts. I extracted a list of account records, including the ID, using the Query Wizard.

The field I want to update is the Assigned_User_Name, so I typed in the username of the person I want to re-assign the record to. I then highlighted the row, and selected Update. 

It said "Performing Update", then "Update Complete". But when I look at the record in Sugar, the assigned to user has not updated.

What am I doing wrong? Is there a way to troubleshoot what is going wrong? I have checked the obvious settings (I am logged in, the instance URL is correct etc).

I am using Ultimate edition, v7.2.1 hosted on site, with Excel 2013.

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