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

    • Suggestions
    • New on
    • 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...
  • Edit and/or delete comments in Comment Log

    • Suggestions
    • New on
    • Sugar Sell & Enterprise
    • 3 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.
  • Predefining filters and making them available to users

    • Suggestions
    • New on
    • 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.
  • Organize Reports into Folders

    • Suggestions
    • New on
    • Sugar Sell & Enterprise
    • 2 Comments
    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!
  • More Dashlet Chart Options

    • Suggestions
    • New on
    • 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...
  • Ability to filter on empty/not empty records

    • Suggestions
    • New on
    • 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 up...
  • Improve Reporting system

    • Suggestions
    • New on
    • Sugar Sell & Enterprise
    • 0 Comments
    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...
  • add NOT to all reporting date options

    • Suggestions
    • New on
    • Sugar Sell & Enterprise
    • 1 Comment
    I want to have a report of all modified dates Not in last 30 days or last 7 days. We can do "before" and select a hard date, but we would like it to be a rolling date. For example a report and dashlet of all Opportunities NOT modified in the last 30 days so that we can make sure they are followed up on.
  • Improvements to the Scheduling of Schedulers

    • Suggestions
    • New on
    • Sugar Sell & Enterprise
    • 2 Comments
    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...
  • Updates to Calculated Value Formula Tooltips

    • Suggestions
    • New on
    • 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...