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Thread: New user looking for features and workarounds

  1. #1
    sc123 is offline Sugar Community Member
    Join Date
    May 2007
    Posts
    45

    Default New user looking for features and workarounds

    I have installed Sugar CRM Open Source 4.5.1d on a spare Linux box I had here at my office and have successfully migrated my data into the SQL database. Over the course of the past week i have accumulated the following list of questions. Forgive me if some of these are answered elsewhere - I did spend some time weeding out a few before I posted!

    -How can I add times on calendar items?
    -How can I display total dolar amount of all Oppor. on the Oppor. page?
    -How can I create documents without using files from computer, such as just using the description field?
    -How can I add ability to add attachments when in the process of creating a meeting/task?
    -How can I display times by events in the weekly calendar view?
    -How can I include meetings or tasks in the standard Search (top right Search box)?
    -Can the calendar be displayed as an RSS feed?
    -How can I set it to default to creating a Schedule Meeting when clicking on a time in the Calendar view and is there a way to add other fields here?
    -How can I make my Meetings dashlet sort by date AND time, so that it display meetings in order from closest to further out?
    -Can I change the code so that clicking the text of a meeting in the Meeting dashlet takes me directly to edit mode?
    -HTML isn't parsed in meeting descriptions (but is in mouse overs!). Can this be changed?
    -How can I make meetings scheduled far in advance not appear on the "My Meetings" Dashlet until 7 days before.
    -How can I search the description field of meetings?

    I know this is a lot, but resolving these would save me precious minutes every day. I appreciate your time and responses!

    -SC

  2. #2
    sc123 is offline Sugar Community Member
    Join Date
    May 2007
    Posts
    45

    Default Re: New user looking for features and workarounds

    I'd also like to know how to set PM as the default time for new meetings.

    Any suggestions on these questions?

    Thanks!

  3. #3
    sc123 is offline Sugar Community Member
    Join Date
    May 2007
    Posts
    45

    Default Re: New user looking for features and workarounds

    I would appreciate some help with these issues - I really do have to rely on this community for support with the software. Anyone?

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