How can I seperate scheduled calls, meetings and tasks from 'background' issues?

Hi Ronnie,

Yea, thats annoying.
And workflow wont work: we tried it out for ourselves some years ago

But the good news is that no need to create anything custom.
Because having both - overview of 'issues' and list of future todos in two hands is possible in Sugar with two addons

Overview future efforts in one hand:
Need ToDo Viewer (https://integroscrm.com/need-todo-viewer/) provides user with capability to configure feeds and overview all the planned efforts in a form of prioterized feed (both'n'separately - regular activities and just dates to control, e.g. licenses expiration dates, keeping your calendar clean from other activities but regular) per portfolio of Accounts/Leads/Contacts/ect as well as provide structure of such planned efforts.

Overview and manage key events in other hand (prior performing any actions):
TimeLine Viewer (https://integroscrm.com/timeline-viewer/) provides collecting key events that matter in terms of relationships (you call them 'issues') keeping your focused on them
And it works for tracking per portfolio or records, e.g. Accounts.

Drop me a line at dmytro.chupylka@integroscrm.com or skype me chupilka_dima and lets find time for demo this week

All the best,

Dmytro Chupylka
VP consulting for Integros

If it is only for one Module (Accounts), why don't you define a custom reminder_date in studio for Accounts and then define a dashlet on the home page or where else which lists all Accounts sorted by the reminder_date? And by the way you could add another checkbox or dropdown which definies that there is an urgency or even the grad of urgency.

Just try to customize your daily workflow by some new fields.  

Hi Harald,

Thanks a lot for your reply. It indeed only is for one module (accounts in this case). 

As we are poorly informed regarding the possibilities with Sugar (in general, let alone our Enterprise version specific), I have not seen anything refering to 'studio' yet! 

After some research, I believe this is due the fact I am not an admin -_- 

Creating Dashlets etc. is no problem though. 

Ron, 

Using Studio is metadata configuration that take effect on the whole solution, users do not have access to that until confirmed by responsible person.

Could it be possible for you to draw CRM Owner's attention to the challenge you've faced?

There are links above, also my proposal to make a demo remains valid.

All the best,
Dmytro

Ron, 

Using Studio is metadata configuration that take effect on the whole solution, users do not have access to that until confirmed by responsible person.

Could it be possible for you to draw CRM Owner's attention to the challenge you've faced?

There are links above, also my proposal to make a demo remains valid.

All the best,
Dmytro