Member SinceJuly 27th, 2017
Last SeenAugust 30th, 2022
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Support May 31st, 2018 @ 12:10 pm
I'm on now live:chris_40734View Comment
Support May 29th, 2018 @ 12:22 pm
sorry, no, it would be the other way around. We could have one account that may fill out multiple different forms. One to qualify for pricing discounts, another to request credit terms, a third general survey for us to collect more information about the client's industry, etc. Each form could be filled out by any number of clients.View Comment
Support May 26th, 2018 @ 1:12 pm
Thanks for the quick response - we're currently using this add on with a custom module used for surveying existing accounts in our crm. The overview is that we use your module to create surveys to post to our websites for clients to fill out. So for example, we have one survey we would send to a client to see if they qualify for any additional pricing discounts. Once the survey is filled out it's graded automatically and based on the client's score will tell us what pricing level discounts they qualify for. Currently, we have to manually relate the new survey record to the existing account.
It would be great if we could have some type of identifier in the webform that we could use to automatically find and relate the new survey results to the correct account.
I'm happy to hop on Skype to chat about this more!View Comment
Support April 3rd, 2018 @ 7:49 pm
Any progress on this?View Comment
Support February 7th, 2018 @ 8:40 pm
Thanks for the clarification!View Comment
Support February 7th, 2018 @ 6:31 pm
My understanding from both Sugar and my dev team is that 7.10 and 7.11 are to be released to On Site clients with 7.10 being released this Spring - and so we're in the works of prepping for 7.10 now - which will include major changes to the Emails module (which is why I was reaching out)
So if that's the case, you're saying regardless of 7.10 or 7.11's release to On Site customers, Quick Email Composer will not be compatible?View Comment
Support January 31st, 2018 @ 2:55 pm
You've got the idea - I want to deploy an entire dashboard (that the user can select from the sugar cube dropdown.
I don't want to overwrite their existing dashboards, just give them new ones to use. Same with the record and list view dashlets / intelligence panes.
The overall goal is to be able to pick and choose which individual dashboards get pushed to home/record/list and to have them added to the user's, group's or team's list of available options rather than overwriting everything in case they have made their own customizations. We have several very distinct teams here with different roles and each needs to see a different set of data.View Comment
Support September 13th, 2017 @ 6:18 pm
I'm open to that.View Comment
Support August 22nd, 2017 @ 6:47 pm
Thank you for this update, looking forward to your findings tomorrow.View Comment
Support August 22nd, 2017 @ 3:12 pm
Is there any support for this module, which requires a subscription payment?!?View Comment
Support August 18th, 2017 @ 2:10 pm
This is great news, thanks for such a quick reply!
I think for Home, deploying the entire dashboard would work better than trying to deploy individual Dashlets. I could see where that could get a little hairy. For my purposes, I'd want to push out an entire Dashboard and simply have it be added to the list of dropdown items from the cube in the upper left.
As for second issue - I think even with the ability to push (or overwrite or even delete) these dashboards and dashlets to users is great, but communication is still necessary. In my role, it's vital that I communicate any changes to my team so they are aware of the new features. Any time I deploy a new module or update a drop down I have to be able to communicate it to all affected users. A quick email usually works for me, or I'll jump into one of their team meetings if it requires a little training.
I could see where this might be problematic for admins managing hundreds or thousands of users. In that case what if there was a notification that popped up to notify users that there were new options available for them in the dashboard dropdowns?View Comment
Support August 18th, 2017 @ 1:33 pm
This is a much needed feature for us. We have about a dozen Teams set up with some users on multiple Teams.
I'd like to be able to pick and choose which dashboard, dashlet or filter to push to specific users and have them added as options in addition to what they already have created themselves.
It would be ideal to have any deployed dashboards not completely overwrite their settings.
It would also be a benefit to be able to see the dashboards, dashlets and filters a user, team or role already has installed and be able to make changes to them individually or for all users if it's a dashboard/dashlet that has been deployed by an admin.View Comment
Support August 18th, 2017 @ 2:09 am
Worked great. Thanks!View Comment
Support August 17th, 2017 @ 12:46 pm
Any update here?View Comment
Support July 27th, 2017 @ 6:35 pm
Resetting permissions on the module after upload fixed this issueView Comment
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