Suggestions

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...

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.

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.

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!

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 up...

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...

Hi, having some experience with other CRM systems (in particular Salesforce), I can easily say that Sugar reporting system is quite poor. Some of the things I'm missing are: - possibility to use formulas on fields - possibility to sort the chart - possibility to limit the number of results to the first X - .... A good thing though, compared to SF, is the possibility to use all the related modules fields without significant limitations...

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...

1) I am based in the US pacific time zone. Because schedulers run in UTC, I feel like I am always doing mental gymnastics to figure out how to time my schedulers so they run when I want them to. Plus, with daylight savings time, the math changes. Rather than me mathing, it would be so nice if I could enter the times in my own time zone and then Sugar did the math instead. 2) The advanced options are almost always necessary, but this interface is...

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 comment...