Hello Sugar from Cortech Developments! Our users love using dashboards and have many uses for them. We have now come to a point where we have so many that it is hard to navigate through the drop-down menu to select ones to view. Are there any plans to introduce some functionality whereby users can organise/categorise the dashboards they have access to? Although I am an Admin User and see all/most dashboards, our sales team have a number of...

We want to have fields in modules that are populated automatically based on the current user's team membership(s). This needs to happen as the screen opens. These fields may be of any type but I'm particularly interested in dropdowns. These fields may also be read-only where needed. The content of other dropdowns can then be populated based on the parent dropdown that has been pre-populated.

Can you please prioritize some improvements to the Process Management window?! It is becoming a very time-consuming and tedious task when multiple in-progress processes need to be cancelled due to a process redesign. To make this easier, we need: - the ability to filter process records in the same way as other modules. For example, I need to find all process with Status = "In Progress" and record-name = "Xyz". - the ability to bulk select and...

We had a user create a report and scheduling it for delivery but the email was never received. After a bunch of digging I found that the report resulted in an 80M PDF attachment that was, of course, undeliverable. The only indication is the vague failure message in the sugar log which does not indicate what actually failed to send. [FATAL] PHPMailerProxy encountered an error: SMTP Error: data not accepted.SMTP server error: DATA END command...

The new calendar lacks some functionality that the old one had: i.e. displaying the week number. This would be really helpful for the ones that uses the calendar a lot. Now they have to go to the old calendar to see the week number and then go back to the new one.

I think it would be highly appreciated if there was an import functionality for updating and adding values to a dropdown field. Sometimes there's many values that should be added or updated and this takes a lot of time to do as it is now. It would be great to have the opportunity to upload a file with two columns (item name and display label).

Hi, I would find it really useful if there was a button that I could click that linked the Sugar Market record I am seeing to the corresponding record in CRM. "View in CRM" or something similar? At the moment I have to look at ID numbers on both sides to make sure I am viewing the right information. Thanks James

Hi, Loving the new UI for 11.3.0 - the subpanels look so much better! But when multiple subpanels are open with/without records in the Subpanels name background colour then goes back to being white in light mode or black in Dark Mode. Its just hard to clearly identify the separate modules - is their a method of customising these panels colours? Or any plans to make it look less bland and introduce a few more contrasting colours to help the...

Whilst it makes sense to use the Customer Self Service Portal role to control security for all portal users, we consider it extremely important to record not only the date and time the note was created on the portal but also the user login that was used to create the note. Ideally with links back to the contact for that login. Currently there could be numerous customer contacts using the portal for the one company and it is not possible to determine...

I personally find the report module particularly tricky compared with other CRMs I have used. Other CRMs offer an 'as you build/interactive preview' of the report. Its easy to view and place your groupings etc when building the more complex reports and for those of us who are more visual workers/learners I know that it would make it much more of an enjoyable and easier process!