Filter Deployer

by Jackal Software

Allow users to quickly and easily share filters to other users. Admin users can create templates of filters from multiple users to deploy to users, teams, or roles.

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Installation Guide

Installing the Add-on

[Step 1]

It is always a good idea to backup your instance files and database before installing any module or upgrading

[Step 2]

Download the zip file from the purchases page within your Sugar Outfitters account. Make sure you download the correct file for your instance.

[Step 3]

Login to your instance as an admin and access the Module Loader from the Administration Page

[Step 4]

Upload the downloaded .zip package Screen Shot 2017-05-26 at 11.59.43 AM.png

[Step 5]

Accept.png

[Step 6]

Navigate to Admin->Repair and run Rebuild Relationships

Saving Comment Saving Comment...
  • SugarCRM Editions
  • Sugar Professional
  • Sugar Enterprise
  • Sugar Sell
  • Sugar Serve
  • Sugar Market
  • Compatible Versions
  • 12.3, 12.2, 12.1, 12.0, 11.3, 11.2, 11.1, 11.0, 10.3, 10.2, 10.1, 10.0, 9.3, 9.2, 9.1, 9.0, 8.3, 8.2, 8.1, 8.0, 7.11, 7.10, 7.9, 7.8, 7.7, 7.6, 7.5, 7.2, 7.0, 6.7, 6.5

    This Add-On doesn't support the latest Sugar version!

Rating

  • "Works great. It's a very efficient way to share filters and deploy filter sets to groups of users." - jallred

    Read More Reviews

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