• When I am in the Opportunities module, And I click to create a filter the "Date Created" doesn't appear? How Can I fix this?

    When I am in the Opportunities module, And I click to create a filter the "Date Created" doesn't appear? How Can I fix this?
    Rohan Chopra
    last modified by Rohan Chopra
  • split table/list

    Hello,   i have a kind of split table / list at module prospects (see Screenshot) its just in one module how can i solve this Problem. I see this on different versions of sugarcrm (7.x,8.x,9.x)   kind re...
    Alexander Strobl
    last modified by Alexander Strobl
  • Connect Go Integrator to SugarCRM

    Hi,   we're using the Telekom Cloud PBX and also SugarCRM.   I'd like to use the Go Integrator DB to connect those 2.   Does anyone got experience with the import of the activitylog of calls to the c...
    Lennart Gebauer
    created by Lennart Gebauer
  • HOW TO SEND Workflow Email WHEN Expected Closed Date Past 1 Day

    This request has come up again. I am on the latest version of on premise. Can anyone help?     I am trying to create a workflow and/or (business process author) for new and updated opps. where I need to ...
    last modified by delsugar
  • CheckFTSConfig and Elasticsearch upgrade fail

    Hi everyone,   I have a Sugar 7.9.4 and am upgrading to 8.0. It is specifically failing at the CheckFTSConfig phase in the pre-checks. The meesages are:   [Upgrader] - ERROR: Unable to get s...
    Mike Papageorge
    last modified by Mike Papageorge
  • Change Custom related Module field in Process Definition

    Hi,   we are trying to enhance the Task module with some custom fields to enrich the information for users and to set some fields in the Task on Approval / Reject from a SugarBPM process.   Therefore, we a...
    Kai Opitz
    last modified by Kai Opitz
  • Trigger Process on Changed Field?

    I want to trigger a process based on a change of the Assigned To user. But Sugar does only allow me to check for a user's relationship within a given object.  BUT I just want to see if the field has changed, not...
    Kai Opitz
    last modified by Kai Opitz
  • Using Advanced Workflow to identify overdue records

    Fairly basic question - is it possible to use Advanced Workflow (Sugar BPM) to follow up overdue records which can currently be done easily in Legacy Workflow.   It seems Advanced Workflow is limited to selectin...
    Greg Barrass
    last modified by Greg Barrass
  • Upgrade Paths for On-Site Installations

    If you are starting at version:   v9.0.0 - 9.0.1     Upgrade to 9.0.2   v8.0.4    Upgrade to 9.0.2   v8.0.0 - 8.0.3    Upgrade to 8.0.4  ...
    Alex Nassi
    last modified by Alex Nassi
  • 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. ...
    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
  • Comment log

    I would like to know if the new Comment log field can be reportable and/or can be included in the Historical Summary. The field is not visible as field in the module, but only in the Record View (Studio).
    Renzo Leone
    last modified by Renzo Leone
  • Winter '19 Reporting

    Open video

    Alex Nassi
    created by Alex Nassi
  • 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
  • Are unique Form names and IDs supported for webtolead

    We have put custom WebToLead forms on our website and they are working fine. They are standard 1 form/page in the body. We are trying to add in an overlay sidecar that has a GetSupport and GetQuote titles on the bu...
    Bob Schumann
    created by Bob Schumann
  • Connection Jira - SugarCRM

    Hi,   i'm looking for an useful application/plugin that connects Jira and SugarCRM. We're using Sugar Prof. 8.X.   Any suggestions?   Best, L.
    Lennart Gebauer
    last modified by Lennart Gebauer
  • Capturing age of an opportunity when its closed won

    I'm trying to calculate the age of an opportunity when the opportunity stage becomes “Closed Won”.  I used the steps as described in SugarCRM knowledge base - "Capturing the Age of Closed Wo...
    Jaqueline Bargmann
    last modified by Jaqueline Bargmann
  • Notifications Stops joining in the cutom table

    We have added a custom field to Notifications many months ago and it has worked fine.  Recently, at seemingly random times, we get 500 errors now and the cause is that the query has our custom field in it but Sug...
    Kenneth Brill
    last modified by Kenneth Brill
  • Auto Creating Ticket/Case every Day

    Hi,   i'm looking for a way to automatically open a ticket with specific values every day in the morning.   i could use a ticket as example and create the new one depending on that values.   is there...
    Lennart Gebauer
    last modified by Lennart Gebauer
  • Is anyone using Quotes for Services instead of Products?

    Hi, I've been looking at implementing Quotes for our B2B service business but it's all based on Products with stock, part numbers etc.   We currently use Quotient, which includes descriptions under each line it...
    Brian Curran
    last modified by Brian Curran