Enterprise & Sell Answers & Best Practices - Recent Threads

Sugar 26 Release Timing (April Window)

Jeff Bickart — Thu, 16 Apr 2026 03:01:37 GMT

According to Release Central, releases occur in April and October. Since we’re already midway through April, when is Sugar 26 expected to be released?

Sugar Connect & Office 365 Contacts Synchronization

Barb Littrell — Wed, 15 Apr 2026 18:33:33 GMT

I noticed that the Sugar Connect portal setting is not translating into Outlook and need help figuring out what causes it.

Our setup is this:

However, when in Outlook, the functionality looks like this:

"Add Sugar as a Contact" should be greyed out/disabled, but when clicking on the button it works.

How do I solve this?

Thank you so much. Barb

Silly Question: Is there a way to remove the last interaction link from an account or contact record?

Bud Hartley — Tue, 14 Apr 2026 01:54:42 GMT

It may not be a good practice, but to create a new Account or Contact record, many of our users make a copy of a similar record and change the content of fields to make the record unique.

For example, they will copy an Account or Contact record that is attached to a Parent Account, and simply change some of the fields (like the name, phone number, email address, etc.) The benefit is that there are many other fields (especially custom fields) that are identical to the source record that don't require data entry (like the assigned user, team, and numerous custom fields).

The last interaction field for the source record is also populated. It isn't a "major" issue since that field is updated when a meeting or call is recorded for the new account or contact record.

Sometimes, there may not be a new meeting or call related to the new Account or Contact to update the link.

My Question: In the on-demand environment, is there a way to unlink the Last Interaction association?

pipeline metrics

Ronnie stanford — Thu, 09 Apr 2026 20:59:35 GMT

the data provided in some of the metrics is inaccurate - "won" is designed to display Opportunities already Won - because this is no accurate all other metrics related to this number is also not accurate. How can i resolve this issue?

interactions automatically send lead a meeting invite

James Palazzi — Tue, 24 Mar 2026 17:17:22 GMT

When a salesperson creates an interaction in Sugar Sell under a lead it automatically creates a calendar invite and sends it to the lead. Is there a way around this? We just want to be able to document all interactions with the lead without sending any invites.

Same thing seems to happen when creating an interaction through Sugar Connect.

New Many to Many Relationship, subpanel error - not editable

Mary Clouse — Tue, 17 Mar 2026 19:01:51 GMT

I've created a new many-to-many relationship between Opportunities and Accounts. The subpanel on the Opportunity module shows up as expected "Agents"; however, on the Account side the related subpanel "Related Opps" appears, but there is no way to edit which fields show.

In my example, there you can see where the Agent has one opportunity associated with it, but you can't see the details:

When I got to the opportunity, you can see the "agent" details:

Below is the relationship set-up.

How do I get the "Related Opps" ops to show on the Agents subpanel?

Thank you.

Mary Clouse

USPack Logistics

(407) 374-4980

Custom Module - Relationship

Catherine Cooper — Mon, 16 Mar 2026 21:24:00 GMT

I created a custom module within my sandbox -- i added a relationship Accounts 1 to Many to Polk Module (new custom module). Subpanel from Polk Data is default only - no other options

When i look at other relationships from Accounts for 1 to Many they look like below

My concern is when i go to use CSV Importer I want to link/tie the POLK data records to account by that account number. See in screen shot above it is shows the accounts_polk_polk_data_1 - this is my first custom module and I know I'm missing something.

Action Button on RLI to update 2 fields from custom Module - Truck Inventory

Catherine Cooper — Mon, 16 Mar 2026 18:21:18 GMT

Below is the dependent Formual i'm using - I'm building this in my sandbox before doing in production

greaterThan(strlen(toString(related($gmti_truck_inventory_revenuelineitems_1_name_))),0)

Reminder: Reports Social Club on March 12

Alex Nassi — Wed, 11 Mar 2026 20:29:41 GMT

Hi everyone,

I wanted to share a quick reminder about our first Social Club of 2026 tomorrow, March 12, at 11:00 am EDT / 15:00 UTC! We'll be joined by Kim Troy from Sugar's Solution Consulting team, discussing all things reports.

If you've joined us for Social Club before, be sure to register for our 2026 event series so you don't miss any sessions.

If you haven't joined us before, we hope you can make it! Social Club sessions are one-hour, interactive meetups, discussing a specific Sugar topic. We hope you'll have your camera on and be willing to unmute yourself to join in the discussion, as this is not a webinar. Also, Social Club sessions are not recorded!

You can review recaps from previous sessions here: Social Club Recaps

Learn more about and register for tomorrow's event: Social Club: Sugar Reporting

Outgoing email account - Admin

John McKenzie — Tue, 10 Mar 2026 15:17:42 GMT

Hi (SugarCRM Ent v25.01)

As the system administrator, i have created outgoing accounts that are the preferred accounts for given teams. However, some users have set up their own. These cause these out going mail accounts to be listed in the TO: field of emails.

As the Admin, i appear to have no way to prevent users from setting up outgoing account or any way of editing/deleting.

Is this correct? What can i do to delete duplicate accounts and prevent new ones?

Kind regards john

Has anyone added a copy to clipboard button in Sugar?

Dan Petersen — Fri, 27 Feb 2026 14:22:28 GMT

Hi All,

Has anyone successfully added a “copy to clipboard” icon or button next to fields in Sugar? We have multiple contacts under each account, and it would be really helpful to quickly copy email addresses and other field values without having to manually highlight the entire entry and select copy.

Editing Config settings file through API

Hayden Shaffer — Wed, 25 Feb 2026 22:30:52 GMT

Hi,

I am a software developer who was just added to our companies efforts to further our integration with sugar. There are a few settings I can find documentation for that I cannot access through the UI (maybe I am just missing them?). Notably, the enableLinkToDrawer setting is something our customer service would like to be changed.

Since we are on a cloud based Sugar instance, I do not have access to the file system to edit the config file directly. I have found a few endpoints that seem to be setup to help with this but the documentation is pretty sparse, and I'm not sure my changes are actively being picked up by the config file. Has anyone worked through changing settings through the api or specifically how to disable drawers?

Thank you!
Hayden

Email Templates

Rachel Craft — Tue, 24 Feb 2026 12:03:51 GMT

Hi, we're using Sugar 25.2.0 Sell Advanced in the Cloud and I'm looking for some help with the email templates module.

My team need to send out offer letters, at the moment we're using the Quotes Module to generate an XL sheet via doc merge so they can screenshot an image of the table, which is not ideal and quite faffy for them to do. This is usimg custom fields.

I was wondering if there was a way of adding either the Quotes Module or Opportunity module to the variables list so I can build a template for them to send out via email straight from sugar. We don't use the Leads module as it doesn't work for us.

Thanks in Advance :-)

Rachel

Issues between front end UI and backend/ calculations/ API

Jaymie Raymond — Fri, 20 Feb 2026 14:23:06 GMT

Hi all

Many thanks for your advice in your advance.

I've noticed some issues with some records in the RLI module's field values not matching what we have in our SQL database.

We use an api from our website to import a product into a field called applied product, this then updates a second field called applied size (it pulls a numeric value from the related product catalog module) , the applied size field updates on the UI, but doesn't in the backend of sugar/SQL database.

If we then open the record, press the edit/save button I can see in the audit log that it then seems to recalculate correctly. I want to know if there is a way to make sure the calculations are always updated automatically without us needing to open/edit/save each record.

Many thanks

Jay

actualización tardía en cotizaciones en elk campo etapa

Ivan Barranca Huerta — Thu, 12 Feb 2026 00:50:38 GMT

Hola comunidad, excelente día.

Justo me encontré con una situación que pocas veces me ha tocado

Tratare de ser muy directo.

En el modulo de cotizaciones tenemos las líneas de cotización por medio de un logic hook cuando una de esas líneas cambia la etapa a Ganada en automático cambia la etapa en la cotización, tenemos varias cotizaciones que las líneas están ganadas y la cotización esta en Draft hasta que ingresas a la cotización y esta cambia a ganada, el problema es que la etapa se modifico hace una semana y la etapa se actualiza cuando carga el record view

un ejemplo que se puede observar antes que cambie la etapa de la cotización a ganada

Saludos

Same Module, Different Tab, Same Date - help

Rachel Craft — Tue, 10 Feb 2026 11:21:30 GMT

Good Morning, I have a field in my accounts module called "Date Paid Out", which is visible on the front tab of my account overview. I need this field to be visible on a different tab called "Relationship Management".

I have tried to create a new date field with a dependent formula but I must be doing it wrong

I have tried a relate field rather than a date field but it's only relevant for 2 different modules.

Please could I ask for some help in getting this resolved, if it's at all possible.

Many thanks

Rachel

"No Access" but field is editable

Bud Hartley — Tue, 10 Feb 2026 00:57:21 GMT

This is clearly MY problem. Does anyone have an idea of where I should focus my research to resolve the issue.

I opened a case with Sugar Support, and we've determined this is MY issue. Somewhere in a Role, I've apparently set the access to a field in some module to "None". The result is that a Currency field in the Accounts Module where the Role has Read/Write Access shows as "No Access" but the field can be edited by the user. When the currency is populated, the amount shows twice.

This is what the user sees when editing the field:

This is what the user in that role sees after populating the field:

This is what other roles see when the field is populated:

Again, this is clearly something I have set somewhere in the role and I'm trying to find it by creating a new role. I'm setting the new role's authority to match the prior role for each module a few fields at a time then running a Quick Repair and Rebuild and checking to see if I've replicated the issue.

Does anyone have a suggestion where I should focus my attention to find the field permission that's causing the issue?

P.S. I've discovered that there are a few other roles that have Read Only permission for that filed and those roles cannot edit but see the double value.

Sugar Connect Authentication Issues

Lilli Wilbar — Mon, 09 Feb 2026 22:50:33 GMT

Has anyone had any difficulties getting Sugar Connect to authenticate correctly in an environment where persons may have an enterprise (corporate) email and then a branded company email? We have SSO working for Sugar, but Support says Sugar Connect doesn't authenticate the same way, so we don't know why we're having issues logging in. *Sugar already confirmed that cross-tenant setups are not officially supported or confirmed to work in Sugar, so I'm just seeing if anyone is in a similar situation and did get it to work and what the fix was.

Action Button to create Document

Barb Littrell — Mon, 09 Feb 2026 19:07:06 GMT

We are using Sugar Enterprise v25.1.

I am trying to create an Action Button to show on the Contract record. The button is supposed to create a document which will house the fully executed contract file.

When I configure the button and try to find "Document" from the module list, I can find several modules, but not "Document".

I double checked that the "Document" module is available, not hidden.

I double checked that the "Document" module is listed in my "Display Modules" list.

I double checked that I'm using the correct Action type -> "Action Button".

Why am I not able to see the "Document" module listed?

Thanks for any help.

Calendar use cases

Marco Ballarin — Mon, 09 Feb 2026 15:48:47 GMT

Hello,

We are currently implementing a new calendar solution for one of our customers and are looking for best practices, use cases, and ideas for efficient management.

Our specific goals are to quickly identify meeting participants and implement color-coding to distinguish between different users. Could you share any recommendations or solutions that might help us achieve this efficiently?

Thanks

Recording "Webinar" - type meetings with multiple companies

Phuong Trinh — Mon, 09 Feb 2026 13:57:02 GMT

Hello,

Our organization would like to record webinar-type meetings in SugarCRM, meaning meetings that include participants from multiple different companies.

Currently, the native "Meetings" functionality appears to only allow the association of one company (Account) to the recard, along with multiple contacts.

Our question : Do you have any suggestions or best practices for handling this specific use case ?

I'm aware that Sugar also hosts webinars. I would be very interested to learn how they track participants form multiple companies within their own CRM.

Thank you in advance for your help and any insights you can share 🙂

Phuong

Product Catalog Search on Quotes Results in Distorted Text

Norm Bonenfant — Fri, 06 Feb 2026 13:59:23 GMT

Is anyone else finding that when they search the product catalog from a quote, the result becomes fuzzy and distorted text?

I think this is a known issue but I really need a solution. We have a new employee who is struggling to learn products this way. I know they can use the Action Plus sign above the line items but that is not as efficient.

Conditional tab in record layout by using Studio only

SugarCRM Support IT — Wed, 28 Jan 2026 08:23:35 GMT

Hi there,

Situation : we want to add a RFP tab (a panel would do too) to the Opportunity layout, a tab that only needs to be visible if the RFP flag is set for that opportunity.

Searching the web for a solution I found out that Sugar Logic using the visibility attribute of the panel can handle that , but it would require also a .php file etc... That's beyond my capacity.

I was wondering : can it be done with only using Studio ?

Thanks for your advice,

;-)

Hugo

Customer ship to info on opportunities

James Palazzi — Tue, 27 Jan 2026 18:38:31 GMT

It would be nice to have the ship to state on an opportunity so that the list view could be filtered for sales reps to easily find the information they need. Is this possible or what are potential work arounds?

Required if formula for a drop down that contains selections of 3 conditions - multiple lead grades and making dropdown have a blank default value instead of one of the selections

Dawn Mooney — Thu, 22 Jan 2026 19:57:34 GMT

Hello,

I have a formula to make a dropdown field required based on the selections from another dropdown field. There are dropdown choices as to which this field should be required. Here's what I have currently but it doesn't seem to be working:

and(
isInList(
$leadgrade_c,
createList(
"Duplicate",
"MRHFM Duplicate",
"SM Duplicate",)))

Note that I also need to be able to make the default selection show as blank and not one of the dropdown choices. Is this possible?

Thanks,