All Product Suggestions
  • Provide a Utility for Managing Images for PDF Templates

    • Product Suggestions
    • Under Review
    • 11 Comments
    Currently, the Sugar default PDF templates contain a logo file embedded in the template for SugarCRM. However, there is no clear mechanism to embed another image unless the image is hosted at a URL outside of the SugarCRM instance. Per the How can I change the SugarCRM image on the PDF quote template? discussion, it is possible to upload additional images to utilize in PDF manager, but it is not...
    • 7 Aug 2020 5:10 PM
  • Create folders/groups for reports

    • Product Suggestions
    • Under Review
    • 17 Comments
    I would like to create folders or groups for our reports, as I am conscious that we have a lot of users, all of whom have different report requirements. Each person is writing their own reports; some of which are for themselves, some of which are for others as well. Our list of reports is now huge and it is quite annoying to scroll through or us the search function. Ideally, I would like to have...
    • 7 Aug 2020 5:09 PM
  • Suggestions for improvements to Inbound Email

    • Product Suggestions
    • Under Review
    • 3 Comments
    As your team works or will work on a Sidecar Email module I have some suggestions for improvement to Email processing: Allow admins to prioritize Email boxes for processing . We have some emails that are simply used internally for archiving communications and others that are used for direct communication with our customers (Cases). Currently email boxes are read in the order of their ID and some...
    • 7 Aug 2020 5:09 PM
  • Show online users

    • Product Suggestions
    • Under Review
    • 9 Comments
    Would it not be nice if one would be able to see which users that are logged in? Is this a wanted feature?
    • 7 Aug 2020 5:10 PM
  • Add a File attachment-type field in Studio

    • Product Suggestions
    • Under Review
    • 20 Comments
    Apologies if this has been covered before. On an On-Demand installation, i.e. without code access, I believe the only way I can add a [file attachment] field is to build a new Module based on the [File] Template. Is there a logical/technical reason why a File/Attachment field is not part of the standard field data type selection? Case in question: I would like to create a web2lead form for our homepage...
    • 7 Aug 2020 5:09 PM
  • see the Contact record on incoming mobile calls.

    • Product Suggestions
    • Under Review
    • 3 Comments
    Would be useful to see the Contact name/record on incoming calls.
    • 7 Aug 2020 5:10 PM
  • Allow reporting/filtering on inactive user data

    • Product Suggestions
    • Under Review
    • 0 Comments
    SugarCRM blocks users from running reports or doing list view filtering on any user fields when the user is inactive. This is a constant headache for my company, as we have a very long history of CRM use and we often need to filter information based on inactive users, which is for the benefit of active users. Here are some examples: When a sales rep leaves the company we need to immediately deactivate...
    • 7 Aug 2020 5:08 PM
  • Change the country field to a dropdown list by default

    • Product Suggestions
    • Under Review
    • 7 Comments
    Hi, everytime we see a SugarCRM system again some time after the Rollout, we are nearly everytime confronted with the problem that the country field is free text. This causes huge problems because people are free to enter whatever they want, so they use their own language which makes reports going over countries nearly impossible. Yes, this can be changed by customization, but I think it would be...
    • 7 Aug 2020 5:09 PM
  • Can I disable saving all attachments to Note records for inbound emails?

    • Product Suggestions
    • Under Review
    • 12 Comments
    OK, I understand that the capability of extracting attached documents from an archived email might be a reasonable feature. However, it doesn't make sense if all attachments (plus all embedded images, including signatures and logos) are always extracted, which results in an exploding number of Note records (and redundant data). Especially if you use automated email archiving or group email accounts...
    • 7 Aug 2020 5:10 PM
  • Allow Admins to "View As" to test system wide changes

    • Product Suggestions
    • Under Review
    • 1 Comment
    Similarly to how Facebook and LinkedIn allow you to view how your profile would look depending on who it is that is looking at it, it would be great to be able to toggle between different levels of access, roles, teams, etc. to know how changes effect the system for all users. Several times I have made changes to one something that seem small in themselves, but have big unintended consequences for...
    • 7 Aug 2020 5:09 PM