Enterprise & Sell Answers & Best Practices

• Not Answered

  Why is the "Related To" field not auto-populated when creating a Note from a record (while it works from Accounts) ? 0

  52 views
  3 replies
  Latest 14 hours ago
  by Chris Raffle
• Not Answered

  Finding the Display Label via the Item name 0

  45 views
  2 replies
  Latest 15 hours ago
  by Hugo Geyskens
• Not Answered

  Link Google sheet to Sugar 0

  247 views
  3 replies
  Latest 15 hours ago
  by Riley Long
• Not Answered

  Sugar Connect <-> Google Calendar (workspace) | Email triggered when updating Sugar Meeting 0

  36 views
  1 reply
  Latest 16 hours ago
  by Chris Raffle
• Not Answered

  Module not showing 0

  118 views
  3 replies
  Latest 18 hours ago
  by Jamie Raffle
• Discussion

  Business rule best practice

  50 views
  1 reply
  Latest 3 days ago
  by Bud Hartley
• Discussion

  Social Club Recap (April 2025) and More!

  38 views
  0 replies
  Started 5 days ago
  by Alex Nassi
• Not Answered

  Problem customizing module Notes bean. 0

  55 views
  0 replies
  Started 6 days ago
  by Raul Bethencourt Gonzalez
• Not Answered

  Doc merge file name +1

  118 views
  1 reply
  Latest 7 days ago
  by Brenda Rossetto
• Not Answered

  Doc merge - Can you filter for only "Closed Won" RLIs to display 0

  39 views
  0 replies
  Started 10 days ago
  by Jaymie Raymond
• Suggested Answer

  Sugar CRM User Guide 0

  76 views
  2 replies
  Latest 11 days ago
  by Barbara Manning
• Not Answered

  How do I format a related date field to DD-MM-YY 0

  200 views
  2 replies
  Latest 11 days ago
  by Jaymie Raymond
• Discussion

  Setting Fixed Currency Values in SugarBPM While Preserving Original Record Currency Type

  62 views
  0 replies
  Started 12 days ago
  by Yuri Gee
• Discussion

  Reports: Optional Related Modules

  39 views
  0 replies
  Started 12 days ago
  by Michael Carrino
• Not Answered

  Field Value Silently Reverts Without Appearing in Audit Log 0

  62 views
  1 reply
  Latest 12 days ago
  by Chris Raffle
• Suggested Answer

  Calculated field disappears after saving the record 0

  335 views
  10 replies
  Latest 19 days ago
  by Bud Hartley
• Not Answered

  Calculate age between today or start and end dates 0

  93 views
  2 replies
  Latest 20 days ago
  by Francesca Shiekh
• Not Answered

  How should default values work on drop down list 0

  72 views
  1 reply
  Latest 21 days ago
  by Andre Serrazina
• Not Answered

  Workflow - Update user field on a related module +2

  824 views
  3 replies
  Latest 21 days ago
  by Chris Raffle
• Not Answered

  Check Box in Meeting dependent upon drop down choice 0

  181 views
  5 replies
  Latest 26 days ago
  by Uzochi Uluh