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• Deploying Filters to Dashboards

  Support October 16th, 2019 @ 9:14 pm
  

  I think Dashboard Manager is what we're after. Thanks.

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• View problem

  Support June 25th, 2019 @ 3:48 pm
  

  Hi Marine,

  You will need to shorten the length of the label of your sales stage to have it fit within the columns.

  -Eligeo

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• visual sales pipeline

  Support April 18th, 2019 @ 2:10 pm
  

  Hi there,

  You are allowed to install the visual sales pipeline on a named instance as well as any development/sandbox environments. So you're good to go based on your question!

  Thanks for checking!

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• Simple Text SMS Messenger by eligeo

  Support January 24th, 2019 @ 8:23 pm
  

  Hi Pete,
  It does say it's compatible with Professional but under the process author pieces you'll see we mention Sugar Enterprise is required for workflow. We'll try and make it more clear though so that doesn't happen again.

  We can get you a cost, we'll need requirements though. I'll have someone from our sales team reach out to you directly!

  Take care!

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• Simple Text SMS Messenger by eligeo

  Support January 23rd, 2019 @ 2:04 pm
  

  Pete,

  The plugin can have “workflows” in Sugar Professional but it’s not as elegant as using the Process Author. In order to do it with Pro you would need to have a developer create a logic hook inside of your instance of Sugar.

  The legacy workflow management tool in Professional can do some things but it’s expected to be removed from Sugar at some point.

  The diagram on the main page and instructions for the workflow is based on the process author functionality in Sugar Enterprise.

  As for dashlets, there’s only a dashlet for the account record view because it detects phone numbers on that page. We haven’t built one for the homepage but will consider it as an option for a future update.

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• Viewing SMS Replies

  Support June 21st, 2018 @ 3:42 pm
  

  It doesn't offer response actions. They use links to send the user to a survey with a URL or any other type of web page. You can use a service like www.bit.ly to shorten the URL in the text message.

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• Viewing SMS Replies

  Support June 20th, 2018 @ 9:23 pm
  

  Hi Melody,

  Congratulations on your first text message out of Sugar! Right now, our plugin is only capable of one way messaging. It's on our roadmap to include the ability to pull messages back into Sugar from Twilio but we're not quite there yet. The original use cases we were targeting were appointment reminders, surveys, check-in's...etc.

  -Derek

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• Can't see the License Page in Admin settings

  Support May 9th, 2018 @ 3:58 am
  

  Hi there,

  It sounds like you might not have your Twilio account configured properly. Please ensure that you’ve followed the instructions to setup Twilio and have purchased a valid phone number for use with the plugin otherwise you will get license issues.

  If you’ve followed all steps then please let us know at hello@eligeo.com then we can work with you to help you configure it.

  -Derek

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• Issue with drag and drop and the UI not rendering propoerly

  Support May 9th, 2018 @ 3:55 am
  

  New package released for Sugar Winter and Sugar 8.

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• Not working with SuiteCRM

  Support May 8th, 2018 @ 2:27 pm
  

  Not compatible with SuiteCRM.

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• Issue with drag and drop and the UI not rendering propoerly

  Support May 8th, 2018 @ 2:25 pm
  

  Hi Peter,

  What version of Sugar are you running? There’s something conflicting with the JavaScript. My initial guess is that you might be running a Sugar 8, which this plugin has been tested or updated for yet since it was just released last week.

  If that isn’t the case, then we will need more details on your setup.

  View Comment
  
  
• Free Trial

  Support April 27th, 2018 @ 2:45 am
  

  Hi there,

  We don't offer a free trial but you have a 30-day return policy through SugarOutfitters.

  Thanks!

  View Comment
  
  
• Closed Leads using the big

  Support October 12th, 2016 @ 4:11 pm
  

  Hi Dominic,

  Just to follow up on this - The Visual Sales Pipeline shouldn't be showing you columns for Closed Won or Closed Lost in the pipeline view. Once an opportunity is in either of those stages, it should not be showing on the pipeline at all, as the expectation is that it is no longer in your "pipeline". Using the Green Checkmark or the Red X will mark them as Closed Won or Closed Lost accordingly, and remove them from the pipeline view.

  Are you seeing Closed Won/Lost columns on the pipeline?

  Let me know and we can dig further if necessary.

  Regards,

  Arthur from Eligeo

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