• Stagnant Opportunity Reminder

    We have implemented the SugarCRM Stagnant Opportunity Reminder and generally it is working well. However, we think there may be a design problem and would appreciate advice on how to fix.   The Start Process inc...
    Greg Barrass
    last modified by Greg Barrass
  • How to create a field that returns a specified value based on a related field in Sugar CRM?

    Here is my situation:   I currently have the following setup in my record view on one of my modules (lets call it Estate_Orders for the sake of this post)     My Goal is to be able to make the "Join...
    Ryan Siwinski
    last modified by Ryan Siwinski
  • Automatically route emails in Test environments

    How do I automatically set all emails to route to a specific email (or set of emails) when they are coming from a development/Test environment?
    scott macleod
    last modified by scott macleod
  • Create a BPM to check Account is not blank for Contact

    We need to implement a process where users cannot create a Contact unless they select an Account. As this is a related field, we do not believe this is possible using standard Studio options.   For this reason w...
    Greg Barrass
    last modified by Greg Barrass
  • Transfer a related user to an assigned to on a parent record

    We are trying to transfer a secondary related user (Sales Rep) from an account request to be the Assigned To of the parent Account once the request is complete. How would I go about doing this. I have tried looking t...
    scott macleod
    last modified by scott macleod
  • Outlook Plugin management

    Hi    I'm an admin for a 400 seat on demand Sugar v9.0.1 instance. I'm doing some work with users about thier experience of the system.   When it came to the use of outlook plugin, most expressed they...
    john mckenzie
    last modified by john mckenzie
  • Add a label to a panel layout to separate types of data?

    On lead panel, I have a section on product interests with several check boxes - I'd like a label to identify this section of the layout.
    Robert White
    last modified by Robert White
  • How can I display a field from one module in a different module?

    I am running SugarCRM Professional, Version 7.2.  I want to add a field to a layout in the calls module, but the field I want to add is a Studio created field from a different module.  I searched the old Sug...
    reluctant data
    last modified by reluctant data
  • Website Live Chat Options for SugarCRM...

    Hi everyone.   We have a customer who is interested in leveraging a website 'live chat' feature on their website, however, would like this to be integrated with Sugar.   With so many available, and the spe...
    James Banbury
    last modified by James Banbury
  • Displaying international Product Catalogue

    Hi Community,   has someone ever faced the challenge to display an international Product Catalogue?   Imagine you have a world wide company selling the same items but using their local product names (i.e. ...
    B_Canales
    last modified by B_Canales
  • Is there a way to audit Administration actions

    Hi all   I'm looking for a good method to audit all Administration task done by admins. This is because we have more than one admin looking after our instance and its very difficult to track what changes ar...
    sonesay inthavong
    last modified by sonesay inthavong
  • Ondemand Storage Use

    For ondemand SugarCRM instances, we now have the SugarCloud Insights at the top of the Admin page. This is good and useful, but it does not give us any breakdown of where the records are (i.e. Accounts, Contacts...
    Ben Hamilton
    last modified by Ben Hamilton
  • OPI 2.2.0 mass deployment: Best practice

    Hi all   Got Sugar 7.7.1.0 Ent and running Outlook 2016 (Office 365):   Installed the OPI 2.2.0 already using the setup.exe and all working fine. Uninstall it.   Try to install the OPI 2.2.0 using ...
    Kristjan Geir Mathiesen
    last modified by Kristjan Geir Mathiesen
  • What is the limitation on the number of fields you can add to a module?

    Is there a limitation on the number of fields you can add to a module? Or is the limitation based on the size of the field?
    John Harr
    last modified by John Harr
  • Time to Resolution cases

    We have been waiting for the opportunity to capture case duration. After upgrading to 9.1 on cloud, we found ourselves with the Resolution Date already in the Cases record view, so users began using it, up until case ...
    Missy Brooks
    last modified by Missy Brooks
  • How to add Guest Contact to a Meeting via the API

    Hi   Does anyone have an example of how to add a Guest Contact to a Meeting via an API call? I have tired the below but still not working.   'contact_name' => $contact_name, 'contact_id' => $contact_i...
    sonesay inthavong
    last modified by sonesay inthavong
  • How do I make a field required for some users but not everyone?

    Hello,    I am looking to create some customized modules utilizing the role based views. Can I make a field required for a select team but not required for other teams or users?    If this is pos...
    Katie DelValle
    last modified by Katie DelValle
  • Can i ensure all Contacts under an Account automatically get assigned to the Account's Assigned To/User?

    Hi Team,   When you create Contacts from an Account (record) by using the + button, the contacts are automatically assigned to whoever is adding it. I would like to know if you guys know of any way that we can e...
    Peter Pavisic
    last modified by Peter Pavisic
  • Hide Products in the Catalog

    Is there an administrative way to hide products in the catalog until they are ready to be sold? (Sugar Pro 7.8.2.2.) There are a variety of reasons we need to do this now, and more reasons I can think of for the futu...
    Missy Brooks
    last modified by Missy Brooks
  • How to Report on Products Not Quoted

    We will hopefully be moving to Enterprise 8.0 soon - and I think there is a way to do this easily.  For now - is there a way to run a report on products in our catalog that we haven't Quoted in a period of ...
    Missy Brooks
    last modified by Missy Brooks