• How to integrate Microsoft Teams Call feature with Sugar ?

    Hello, I want to know if someone already designed a solution to "plug" Sugar with Microsoft Teams Call feature. My use cases are for an incoming call, open a new tab with a call to a specific URL that will display the corresponding caller record…
  • Guest relationship is being deleted when a user created a call on lead or contact record, so call is not showing up in call sub-panel upon creation of call

    Our users notified me that calls were "disappearing" from Sugar. On a hunch, I pulled a report showing any call that was not related to a contact or lead record (for reference, we directly work with individuals so we never relate calls to a company record…
  • Custom phone call fields won't show in preview of a completed phone call

    I reached out to Sugar Support and apparently it's a bug they don't yet have a fix for. They recommended that I reach out to the community to see if a customization can be created to address this issue. Steps to reproduce: 1. In Studio, create a custom…
  • Tracking the very last call result of a contact

    Forgive me if I'm posting in the wrong spot! We have an added custom fields for calls that allow a user to select "TT" for Talk To, "LM" for "Left Message", "Scheduled Call" and "Ops Note". It helps give us a better idea of which clients are picking up…