Quick Tips

Copy User Settings in a Flash!

Haley Won — Wed, 22 Oct 2025 14:17:39 GMT

Current Revision posted to Quick Tips by Haley Won on 10/22/2025 2:17:39 PM

Want to save time setting up new users in your Sugar instance? Look no further! The Copy User Settings tool is your trusty time-saving hero! With just a few clicks, administrators can apply locale settings across users, teams, and roles — getting everyone up and running in no time!

To lean more about copying user settings, visit the User Management documentation.

Make Your Dropdowns Drop-Dead Gorgeous!

Jamie Raffle — Mon, 20 Oct 2025 11:10:57 GMT

Current Revision posted to Quick Tips by Jamie Raffle on 10/20/2025 11:10:57 AM

Want your dropdowns to stand out? With dropdown value formatting, you can add colors, icons, and styles to make your choices pop and instantly recognizable. It’s a simple way to bring clarity and visual flair to your users’ experience.

To learn more about formatting dropdown values, visit our Administration Guide.

Make Your Dropdowns Drop-Dead Gorgeous!

Jamie Raffle — Mon, 20 Oct 2025 09:28:46 GMT

Revision 1 posted to Quick Tips by Jamie Raffle on 10/20/2025 9:28:46 AM

To learn more about formatting dropdown values, visit our Administration Guide.

Inquiries in sales-i: A Great Way to Investigate Your Data

Raye Clemente — Fri, 17 Oct 2025 18:04:04 GMT

Current Revision posted to Quick Tips by Raye Clemente on 10/17/2025 6:04:04 PM

Did you know that sales-i inquiries can help you dive deeper into your data?

When using inquiries in sales-i, start by picking one or two ‘bubble’ filters that best match what you want to find—like a customer, product, or date range. Run the inquiry, then click into rows or use the checkboxes to explore your results in more detail. You can sort, filter, and even export or share your findings right from the bottom of the screen! It’s a simple, flexible way to dig into your data and get quick answers without all the fuss!

Learn more about Inquiries and all they can do in the Inquiries page of the sales-i documentation!

Inquiries in sales-i: A Great Way to Investigate Your Data

Raye Clemente — Fri, 17 Oct 2025 17:56:56 GMT

Revision 2 posted to Quick Tips by Raye Clemente on 10/17/2025 5:56:56 PM

Did you know that sales-i inquiries can help you dive deeper into your data?

Inquiries in sales-i: a great way to investigate your data

Raye Clemente — Fri, 17 Oct 2025 17:53:07 GMT

Revision 1 posted to Quick Tips by Raye Clemente on 10/17/2025 5:53:07 PM

Did you know that sales-i inquiries can help you dive deeper into your data?

sales-i

Raye Clemente — Fri, 17 Oct 2025 17:48:33 GMT

Current Revision posted to Quick Tips by Raye Clemente on 10/17/2025 5:48:33 PM

See all sales-i quick tips. Make sure to join the sales-i group for more help and updates!

Easily Access Module Reports

Haley Won — Mon, 14 Jul 2025 18:04:49 GMT

Current Revision posted to Quick Tips by Haley Won on 7/14/2025 6:04:49 PM

Need to quickly access module (e.g., Accounts, Opportunities) reports in Sugar? Well, you're in luck because the View {Module} Reports option is just a click away! This option is available for certain modules in Sugar. So, to view reports for the Accounts module, simply access the Accounts module tab and select "View Account Reports". It's as simple as that!

So, the next time you need to look at a module’s reports, don’t forget “View {Module} Reports”!

Demystifying Field Types in Sugar Discover

Dalton Kocik — Thu, 10 Jul 2025 19:15:51 GMT

Current Revision posted to Quick Tips by Dalton Kocik on 7/10/2025 7:15:51 PM

Fields in Discover have a field type that denotes what kind of data is held in each field. These field types are signified by icons directly preceding the field name.

Let's look at each icon and give an explanation as well as some common examples of each.

Icon	Field Type	Description	Example Fields
	String	String fields hold text and alphanumeric values. In Sugar Discover, fields that have this type often get their values directly from your CRM instance. They may hold data like names of people, accounts, and opportunities.	Account Name, Sales Stage, Assigned User
	Calculated String	Calculated strings hold text and alphanumeric values, though they differ from standard string fields because they get their values as a result of a calculation that takes place within Discover. These calculations return text and alphanumeric values such as parsing the day of the week from a date, or the ID of a record.	Day of Week, Forecast Category, Records
	Number	Number fields hold numeric values. These values are often in the form of currency such as the likely value of an opportunity. These fields and their calculated counterparts are often used in the Metrics shelf to track values in reports.	Likely, Best, Worst
	Calculated Number	Calculated number fields hold numeric values. Calculated number fields differ from standard number fields because they get their number value as the result of a calculation that takes place within Discover. A prominent example is "AVG Deal Size," which takes the "likely" amount from your closed-won opportunities and provides the average amount of revenue gained between them.	AVG Deal Size, Age, Record Count
	Timestamp	Timestamp fields hold date values such as "Date Modified" and "Date Created". These fields can be added to the X-axis of a report, or as a filter to show historical changes in data. Timestamp fields can be further refined by their child fields: "Year," "Quarter," "Month," "Day," or simply display the entire date.	Snapshot Date, Date Created, Expected Close Date
	Boolean	Boolean fields hold a value that represents a binary state or condition. In other words, the conditions represent a choice between two options: true or false, on or off, active or inactive, 1 or 0. Discover often leverages these fields to classify report results. For instance, the boolean field "Closed Won," represents a binary choice; either your opportunity is in a closed-won state or it is not.	Closed Won, Increased, New

Demystifying Field Types in Sugar Discover

Dalton Kocik — Thu, 10 Jul 2025 19:14:04 GMT

Revision 1 posted to Quick Tips by Dalton Kocik on 7/10/2025 7:14:04 PM

Fields in Discover have a field type that denotes what kind of data is held in each field. These field types are signified by icons directly preceding the field name.

Let's look at each icon and give an explanation as well as some common examples of each.

Icon	Field	Description	Example Fields
	String	String fields hold text and alphanumeric values. In Sugar Discover, fields that have this type often get their values directly from your CRM instance. They may hold data like names of people, accounts, and opportunities.	Account Name, Sales Stage, Assigned User
	Calculated String	Calculated strings hold text and alphanumeric values, though they differ from standard string fields because they get their values as a result of a calculation that takes place within Discover. These calculations return text and alphanumeric values such as parsing the day of the week from a date, or the ID of a record.	Day of Week, Forecast Category, Records
	Number	Number fields hold numeric values. These values are often in the form of currency such as the likely value of an opportunity. These fields and their calculated counterparts are often used in the Metrics shelf to track values in reports.	Likely, Best, Worst
	Calculated Number	Calculated number fields hold numeric values. Calculated number fields differ from standard number fields because they get their number value as the result of a calculation that takes place within Discover. A prominent example is "AVG Deal Size," which takes the "likely" amount from your closed-won opportunities and provides the average amount of revenue gained between them.	AVG Deal Size, Age, Record Count
	Timestamp	Timestamp fields hold date values such as "Date Modified" and "Date Created". These fields can be added to the X-axis of a report, or as a filter to show historical changes in data. Timestamp fields can be further refined by their child fields: "Year," "Quarter," "Month," "Day," or simply display the entire date.	Snapshot Date, Date Created, Expected Close Date
	Boolean	Boolean fields hold a value that represents a binary state or condition. In other words, the conditions represent a choice between two options: true or false, on or off, active or inactive, 1 or 0. Discover often leverages these fields to classify report results. For instance, the boolean field "Closed Won," represents a binary choice; either your opportunity is in a closed-won state or it is not.	Closed Won, Increased, New

Account Last Interaction

Jamie Raffle — Wed, 25 Jun 2025 09:26:05 GMT

Current Revision posted to Quick Tips by Jamie Raffle on 6/25/2025 9:26:05 AM

When was the last time we talked to that customer? Tired of digging through records to find that answer? Introducing the Last Interaction field in the Accounts module! It automatically updates with the most recently held call or meeting so you can see at a glance, and report on, the last time you spoke with your accounts! Learn more about Account Management in Sugar's Application Guide.

Switching between products and versions in the docs

Brenda Rossetto — Wed, 11 Jun 2025 13:25:51 GMT

Current Revision posted to Quick Tips by Brenda Rossetto on 6/11/2025 1:25:51 PM

When you land on a Sell, Serve, or Enterprise page in the documentation via search, it may not be quite the page you are looking for. Maybe it's for 14.0 Enterprise when you are using 25.1 Sell. Rather than start your search over or try to edit the URL manually, you should use the switcher in the Details panel available on every page!

Not only does this tell you what this content applies to, it also lets you hop to different variations. Open the Product or Version dropdowns to change your selection and then click "Change Page" to immediately jump there.

Hop to it!

Sending Welcome Emails in SugarIdentity

Haley Won — Fri, 09 May 2025 14:16:53 GMT

Current Revision posted to Quick Tips by Haley Won on 5/9/2025 2:16:53 PM

When creating new users in SugarIdentity, the "Send email to user" option is available to send a welcome email at the time of creation. However, if you wish to configure the user's account and assign them to teams and roles first, then do not enable this option and use the Send Welcome Email option instead.

So, once the user's account has been configured properly and is ready to access, simply click the actions menu to the far right of the desired user's row, then select "Send Welcome Email"!

For more best practices when creating users in SugarIdentity, check out the SugarIdentity User Management guide.

Introducing the new Package Builder & Deployer!

Raye Clemente — Fri, 02 May 2025 16:27:56 GMT

Current Revision posted to Quick Tips by Raye Clemente on 5/2/2025 4:27:56 PM

Have you ever struggled with moving a customization from your development environment into production? With the new Package Builder and Deployer, you can easily move configurations and customizations from one instance to another. It's a powerful tool; you should understand it fully before using it. Please see the Package Builder and Deployer documentation for more information!

Save Time With Quick Create

Nathaniel Vincent — Fri, 25 Apr 2025 15:43:13 GMT

Current Revision posted to Quick Tips by Nathaniel Vincent on 4/25/2025 3:43:13 PM

Did you know you can quickly create a bunch of things in Sugar Market, from emails to forms, directly from the navigation bar? Accessing the quick create options for a module is a breeze. Let's create a form with just two clicks:

From the navigation bar, hover over the Pages and Forms module.
Click the three-dots menu.
From the available options, click "Create Form".

It's that easy!

Save Time With Quick Create

Nathaniel Vincent — Fri, 25 Apr 2025 15:42:48 GMT

Revision 2 posted to Quick Tips by Nathaniel Vincent on 4/25/2025 3:42:48 PM

From the navigation bar, hover over the Pages and Forms module.
Click the three-dots menu.
From the available options, click "Create Form".

It's that easy!

Save Time With Quick Create

Nathaniel Vincent — Fri, 25 Apr 2025 15:41:43 GMT

Revision 1 posted to Quick Tips by Nathaniel Vincent on 4/25/2025 3:41:43 PM

Did you know you can quickly create a range of things from emails to forms directly from the navigation bar in Sugar Market? Accessing the quick create options for a module is a breeze. Let's create a form with just two clicks:

From the navigation bar hover over the Pages and Forms module.
Click the three-dots menu.
From the available options, click "Create Form".

It's that easy!

Doc Merge, Now What?

Jamie Raffle — Tue, 01 Apr 2025 14:17:59 GMT

Current Revision posted to Quick Tips by Jamie Raffle on 4/1/2025 2:17:59 PM

You have just used the Doc Merge feature and now you want to see your document. Did you know the fastest way to access your document is in the Doc Merge widget? Simply open the Doc Merge widget and click either the doc icon to download your merged document or "Document Ready" to navigate to the record in the Documents module. Learn more about Doc Merge in Sugar's Application Guide.

"Is Anything" Operand in Reports

Brie Rowe — Mon, 24 Mar 2025 15:47:10 GMT

Current Revision posted to Quick Tips by Brie Rowe on 3/24/2025 3:47:10 PM

If you use the Sugar Reports module often, we think the new "Is Anything" report filter operand is going to be a welcome addition! When used as a run-time filter, this operand allows you to effortlessly switch between filtering on a field and ignoring the field so that you only need one report to get the answers you need. "Is Anything" includes all field values, empty and not empty, so that the field is essentially ignored from the filter set.

For example, you may start looking at a report that has the Sales Stage field filtered to only closed won opportunities. Switching the Sales Stage filter to "Is Anything" allows you to quickly see opportunities with any sales stage.

Check it out in the Reports module today or watch this quick video to get a feel for how it works:

youtu.be/AHT3RaFGZcs

"Is Anything" Operand in Reports

Brie Rowe — Mon, 24 Mar 2025 15:45:56 GMT

Revision 12 posted to Quick Tips by Brie Rowe on 3/24/2025 3:45:56 PM

Check it out in the Reports module today or watch this quick video to get a feel for how it works:

youtu.be/AHT3RaFGZcs