All Product Suggestions
  • Scheduled Job which triggers recalculation of SugarLogic fields

    • Suggestions
    • New on 14 Sep 2020
    • Sugar Sell & Enterprise
    • 1 Comment
    A common scenario is to design a SugarLogic field which contains a date reference relative to today, e.g. an "Age" field which is derived from the contact's DOB. There are many scenarios where this happens more frequently than annually - e.g. here's a monthly example: https://sugarclub.sugarcrm.com/dev-club/f/questions-answers/3998/problem-with-calculated-fields-updating-automatically . I've seen plenty of others which are weekly or more. Due to...
    • 14 Sep 2020 10:08 PM
  • Predefining filters and making them available to users

    • Suggestions
    • New on 16 Jun 2021
    • Sugar Sell & Enterprise
    • 2 Comments
    Some users find it a challenge to set up and use filters. As an administrator, I want to define the criteria and name for a filter and then "publish" these for use by users based on their team. All predefined filters could then appear in a separate subsection when the list of filters is shown by clicking the Filter droplist.
    • 16 Jun 2021 3:41 AM
  • Edit and/or delete comments in Comment Log

    • Suggestions
    • New on 6 Oct 2021
    • Sugar Sell & Enterprise
    • 2 Comments
    It would be helpful to be able to edit or delete comments in the comment log. A lot of times people type a comment and save it and then notice that they made a typo or want to edit for some other reason. Also, if you could pull the comment log into reports would be awesome too.
    • 6 Oct 2021 4:03 PM
  • More Dashlet Chart Options

    • Suggestions
    • New on 7 Jan 2022
    • Sugar Sell & Enterprise
    • 3 Comments
    It would be great to have some additional chart options when building dashboards, as a User sometimes you just need to see the specifics. Donut pie chart - is already used at the record view intelligence dashboard, that would be a great addition to the Dashboard/report chart options Gauge Chart - Gauge is used to show progress towards a goal. Metric Chart - Metrics are used to show a single number like a grand total from a report with a label...
    • 7 Jan 2022 10:08 AM
  • Ability to filter on empty/not empty records

    • Suggestions
    • New on 9 Jun 2021
    • Sugar Sell & Enterprise
    • 2 Comments
    Suggestion: The ability to filter for empty/not empty records when using the listview filters against modules. Background: We are currently going through all of our data sets that we hold for each module to improve our sales and marketing campaigns. Within our Contacts module, we have a relate field for the account name that they are associated to. We have over 2000 contact records without an associated account. I have tried to set...
    • 9 Jun 2021 2:58 PM
  • Organize Reports into Folders

    • Suggestions
    • New on 2 Jun 2022
    • Sugar Sell & Enterprise
    • 1 Comment
    It would be great to have the ability to organize reports we build into folders/ subfolders for easy reference when searching through existing reports. I know we are able to build Dashboards and group reports that way, but it would be a helpful feature when viewing all reports. Thanks!
    • 2 Jun 2022 2:45 PM
  • Updates to Calculated Value Formula Tooltips

    • Suggestions
    • New on 14 Oct 2021
    • Sugar Sell & Enterprise
    • 3 Comments
    I reference the formula tooltips all the time: I would like to request the following: 1) Please keep them open indefinitely as long as your mouse stays hovered over the formula icon. Right now they close after 5 seconds. 2) Please proof them and keep them updated. They often contain errors and I end up wasting a lot of valuable time troubleshooting them. This CountConditional pop-up is a good example. It shows single quotes around the strings...
    • 14 Oct 2021 12:35 AM
  • Within the Studio Layout builder, provide a "vanishing filler" option

    • Suggestions
    • New on 25 Jun 2021
    • Sugar Sell & Enterprise
    • 4 Comments
    I have a row in a Record View layout with a field on the left side that is visible or not based on a formula. There is a (filler) on the right side. When the field is not visible, I want the whole row to disappear so as not to have unwanted white-space in the screen. If the field is set to span the whole row, this creates the behavior of the whole row disappearing but we don't want the field to be that wide. It would be good to have a different...
    • 25 Jun 2021 2:23 AM
  • Comment field - Alert emails need more detail included

    • Suggestions
    • New on 26 Jan 2021
    • Sugar Sell & Enterprise
    • 2 Comments
    The Comment field in Sugar objects, Account, Leads and Contacts is great in that you can collaborate from a specific record; however, the alert in the email tells the user nothing about the comment. If you are getting 1 to 2 per day, it's no big deal but if you get several a day it would be extremely helpful to note the record type and name. For example: Your lead Joe Brown and the comment or Your contact Joe Brown with ABC Company & the...
    • 26 Jan 2021 5:01 PM
  • Report schedules only email the report when at least one row included

    • Suggestions
    • New on 2 Jun 2021
    • Sugar Sell & Enterprise
    • 0 Comments
    I have created reports that interrogate the quality of our data and set up schedules to run and email these reports to me. I only want to receive this email when at least one row is included in the report. This then becomes an effective means for notifications of certain conditions.
    • 2 Jun 2021 11:25 PM