• I need advice on using a custom platform for API's in Sugar Cloud.

    We are using Sugar Enterprise 9.1 in Sugar Cloud in a retail B2C environment.  When a potential customer enters the store, they are handed an iPad where the watch presentations, answer questions, etc. Once they a...
    Jim Cotten
    last modified by Jim Cotten
  • 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
  • Add "current user" as an option for "Assigned to" in filters

    score70
    Active
    14 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
  • Ability to share filters with other (specific) users

    score35
    Active
    7 votes
    Kristjan Geir Mathiesen has already teasered it in Add "current user" as an option for "Assigned to" in filters and I'm going to pick that thread up, since there seems to be no "official" idea about it ...
    Julia Weinhold
    last modified by Julia Weinhold
  • htmleditable_tinymce field with sugar 9ent

    hey all.   I need to either make the Mote description field WYSIWYG or create a new field that has a WYSIWG menu in the record view. I read field type htmleditable_tinymce  and tested this with a custo...
    john Fieldsend
    last modified by john Fieldsend
  • How do I enter a quota?

    I have 3 sales guy reporting to me and want to assign quotas. I can see the dropdown, but it's greyed out. Any suggestions how to fix it?
    Stefan Dietrich
    last modified by Stefan Dietrich
  • Quotes - Defaulting the tax rate in tax rate select

    Hi,   How can I default the tax rate for a quote? We have only 1 tax rate and want it displayed by default.     I've looked in studio and dropdowns, but cannot see an obvious way to default it - I t...
    Gary Smart
    last modified by Gary Smart
  • HOW TO SEND Workflow Email WHEN Expected Closed Date Past 1 Day

    This request has come up again. I am on the latest version of on premise. Can anyone help?     I am trying to create a workflow and/or (business process author) for new and updated opps. where I need to ...
    delsugar
    last modified by delsugar
  • Get products in order they are listed for a user

    Is it possible to get products in order they are listed for a user?    To get products we use an API call like "v10/Quotes/123213123/link/products?max_num=-1" but we don't get any fields relating to or...
    Jared Fuller
    last modified by Jared Fuller
  • When using a relate field, what determines the field in the related module selected

    For example, I created a relate field pointing to the product catalog and I would like to reference the Product Number but it is pointing to the Product Name.  Is it possible to change this?  I am using Ente...
    Jim Cotten
    last modified by Jim Cotten
  • [2019-11-21, 02:02 UTC] Known Cloud Issues - Sugar Cloud US 10

    We have addressed an issue in our cloud environment where instances hosted on the Sugar Cloud US 10 stack have experienced connection issues. For information on identifying the stack where your instance is h...
    Catalin Chertita
    last modified by Catalin Chertita
  • Disabling Support for TLS 1.1

    On 10/26/2019, SugarCRM will be disabling support for TLS versions 1.1 and older in SugarCloud. To learn more about this change and TLS, please review Blocking TLS v1.1 and earlier in SugarCloud in the Devel...
    Alex Nassi
    created by Alex Nassi
  • Add a custom email field through Studio

    score30
    Active
    6 votes
    Hi, I am using SugarCRM Professional, Version 7.1.5 (Build 1173). Module: Opportunities Question: How can we add a custom email field under Opportunities module? I just need to add email field where users can en...
    Muhammad Shaji Uddin
    last modified by Muhammad Shaji Uddin
  • Calculated Field based on Two Dates

    I'm trying to build a formula that says if start date field is <= today & end date field is >= today or start date field is <=today & end date field is black then active checkbox = true
    Braedon Owen
    last modified by Braedon Owen
  • How to disable or unset an action button dynamically from the main dropdown menu on the record view ?

    I am trying to disable the 'download-pdf' and 'email-pdf' buttons if the field 'pdf-disabled-c' is set to true.   I tired overriding the record view with creating the file \custom\modules\Quotes\clients\bas...
    Simo Hamzaoui
    last modified by Simo Hamzaoui
  • Don't miss the Fall '19 Sugar Developer Webinars!

    Hello Sugar Developers!   Fall is upon us and we have lots of things to share. We want to make sure you are ready for the Sugar Fall '19 release, so we're hosting two webinars just for yo...
    Michael Shaheen
    last modified by Michael Shaheen
  • How to check Sync to Mail Client for Specific User on List view

    In Contacts module, I set specific user on Sync to Mail client field for all contacts. It works and all contacts are sync to specific user's outlook. In Contacts Record view field is Sync to Mail Client field checke...
    Pratik Harshad
    last modified by Pratik Harshad
  • Custom action URL is not open on Mobile (Without sdk changes)

    I have created custom action for Quotes module. And when i have open this action on Browser URL (Chrome) it will open/action page is displayed for Desktop. But when I tried to open same action in mobile URL (Chrome)....
    Manisha narwade
    last modified by Manisha narwade
  • [2019-11-21, 22:42 UTC] Known Cloud Issues - Sugar Cloud US 03

    We have addressed an issue in our cloud environment where instances hosted on the Sugar Cloud US 03 stack have experienced connection issues. For information on identifying the stack where your instance is h...
    Ciprian Cernestean
    last modified by Ciprian Cernestean
  • Sugar Mobile 14.0 and Mobile SDK Are Live

    Sugar Mobile 14.0 is now available for download on iOS and Android devices.   This release addresses an issue identified in prior releases of Sugar Mobile that could cause the app c...
    Rich Green
    created by Rich Green