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  • Provide a VISIBILITY parameter to a dashlet when displayed for a record

    Frédéric Rinaldi
    Frédéric Rinaldi
    • New on 26 Apr 2024
    • 0 Comments
    It would be nice, when you configure a dashlet for a record view, to define a visibility option. For instance, this dashlet is only visible if the Account is a prospect, this dashlet is only visible it the case status is open etc.
    • 26 Apr 2024 2:39 PM
  • Dashboard - Dashlet grouping - Rows

    Taufique Ahmed
    Taufique Ahmed
    • New on 15 Jul 2024
    • 0 Comments
    Hi all For consistency throughout our sales teams, we have sales agents using 1 dashboard. We have put some guides together as there are a number of dashlets and reports to work from. Within the guides, we put page breaks with a title, this...
    • 15 Jul 2024 5:16 PM
  • Advanced Settings for the Document Template definition

    Frédéric Rinaldi
    Frédéric Rinaldi
    • New on 6 Nov 2023
    • 0 Comments
    Hello, it would great that the Document Template settings includes the possibilty to set up some meta for the document ; for instance define the naming, dropdown values for the generated document etc. Fred
    • 6 Nov 2023 2:57 PM
  • Advanced Settings for the Document Template definition

    Frédéric Rinaldi
    Frédéric Rinaldi
    • New on 6 Nov 2023
    • 0 Comments
    Hello, it would great that the Document Template settings includes the possibilty to set up some meta for the document ; for instance define the naming, dropdown values for the generated document etc. Fred
    • 6 Nov 2023 2:57 PM
  • Create a notification (viewed from the top right menu pills) from a BPM

    Frédéric Rinaldi
    Frédéric Rinaldi
    • New on 23 Aug 2024
    • 5 Comments
    It would be great that we can use the BPM to create a notification for a specific user within a BPM. It is a nice way to notify someone that is working a lot within the CRM, better then an email.
    • 23 Aug 2024 9:23 AM
  • Exporting relationships from one instance to other using Studio

    Nathan C
    Nathan C
    • New on 6 Nov 2020
    • 1 Comment
    Hi, Can we have a functionality to export the relationships added through studio so that we can export all the relationships from one instance to other., the same way how we export studio customisation. Right now, Option 1) We are creating them manually...
    • 6 Nov 2020 1:18 PM
  • Touch language files so they 'compile' in the right order

    Kenneth Brill
    Kenneth Brill
    • New on 19 Jun 2021
    • 0 Comments
    Since we know that studio ONLY updates language files that follow two naming conventions, xx_xx.lang.php for $mod_strings and xx_xx.sugar_xxxxx.php for $app_list_strings we should either have a repair or incorporate into the QRR some code that touches...
    • 19 Jun 2021 4:39 PM
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