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Empower your support and sales teams with clear visibility to the right data, right when they need it. With the Zendesk and Sugar integration, your teams will be able to stay up-to-date on all relevant records whether they're working in Zendesk or SugarCRM. Created by Fanatical Labs, 2023 SugarCRM Partner Award Winner.

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#3214 - The filter chosen at the beginning of the dashlet creation is not retained

Closed Bug? created by johannessidarta Verified Purchase 7 years ago

Hi,

When you add Fanatically Zen add-on to Sugar, you need to configure its filter. Once you saved it, the filter you have selected are not saved. I suspect this is a minor defect.

Steps to reproduce: 1. Create a new dashlet and configure the filter accordingly ![Dashlet Filter.png](https://www.sugaroutfitters.com/assets/img/support/zendesk-sugarcrm/6239a20b66eb3ba338e72d1d303ec29b/Dashlet%20Filter.png "Dashlet Filter.png") 2. Click Save 3. Click Save dashboard 4. The dashlet filter that recently created are not following the filters set at the beginning: ![Dashlet window.png](https://www.sugaroutfitters.com/assets/img/support/zendesk-sugarcrm/6239a20b66eb3ba338e72d1d303ec29b/Dashlet%20window.png "Dashlet window.png")

Thanks

  1. chad member avatar

    Chad Hutchins

    7 years ago

    Hi Johannes, thank you for reporting this. I would definitely consider this a minor defect, but I'll be sure we take a look at it. Thanks!

  2. chad member avatar

    Chad Hutchins

    6 years ago

    Hi Johannes, this is still an outstanding issue, but I've added all of the details for this to our internal development roadmap.

    I'm going to close out the ticket for now. We'll fix this in a future release.

    Thanks!

  3. johannessidarta member avatar

    johannessidarta Verified Purchase

    6 years ago

    sure thing

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