• Workflow:send email pb with related Module

    Hello, I would like to send a custom email due to a specific name relative to a campaign and a contact.   So for example, I have two modules with a relationship Campaign form Contact   When I build my ra...
    Thomas Tallard
    last modified by Thomas Tallard
  • 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
    created by john mckenzie
  • ,Dynamic IP change Logout Issue Solution?

    Hi, I have internet connection with dynamic ip change. I am getting logout from sugarcrm admin panel as ip address change. I want to solution to fix this issue. Any idea?   Best Regards, Shahab https://hrm...
    Shahab Khan
    last modified by Shahab Khan
  • create a support ticket

    How do I create a support ticket.We have an AUD pricebook which is not updating the NZ currency pricebook when quoting? not sure how to fix.
    Libby McDermott
    last modified by Libby McDermott
  • Recalculate through import?

    Hi!   I have over 20000 records that needs to be recalculated.  Can I get Sugar to do that with an import? I have tried to export and import them all but it wasnt recalculated...
    Lena Andersson
    last modified by Lena Andersson
  • Add a link in an email template that will take users of a self-service process to the record where they can claim the process?

    I want to send users of a self-service process an email with link they can click on that will take them directly to the screen where they can claim the process.    Specifically, this process is kicked off w...
    Greg Billings
    last modified by Greg Billings
  • Create default Contact filter for specific Account in custom module

    I am trying to create a default filter for the related Contact record using the Account field related to the custom module. The Accounts and Contacts module have one-to-many relationships with my custom module. I have...
    Tony Lokey
    last modified by Tony Lokey
  • Sugar9.0 Db2 11 support

    Hello,   I would like to know the action plan from SugarCRM when the DB2 Version 10.5 goes out of support. * Sugar 9.0.1 support only Db2 Version 10.5.  * Sugar 9.0.1 End of life is April 30, 2021 *...
    Gopu Krishnan
    created by Gopu Krishnan
  • 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 do I enter a quota?

    I have 3 sales guy reporting to me and want to assign quotas. I can see the dropdown, but it's greyed out. Any suggestions how to fix it?
    Stefan Dietrich
    last modified by Stefan Dietrich
  • 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 ...
    delsugar
    last modified by delsugar
  • When using a relate field, what determines the field in the related module selected

    For example, I created a relate field pointing to the product catalog and I would like to reference the Product Number but it is pointing to the Product Name.  Is it possible to change this?  I am using Ente...
    Jim Cotten
    last modified by Jim Cotten
  • Calculated Field based on Two Dates

    I'm trying to build a formula that says if start date field is <= today & end date field is >= today or start date field is <=today & end date field is black then active checkbox = true
    Braedon Owen
    last modified by Braedon Owen
  • Sales Stage Age

    I'd like to record the age of the current sales stage, not just the age since "Closed-Won". I was wondering if there were a way to createa process that set a date field every time the sales stage changed, then I could...
    Elizabeth Buckfelder
    last modified by Elizabeth Buckfelder
  • 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
  • How to implement Team-based views?

    Dear community, One of our customers is restructuring his sales organisation with slightly specific rules of engagement: one sales team may have access to records from another team, but not to all of the fields in th...
    Damien Pochon
    last modified by Damien Pochon
  • Postcode and address validation...?

    Hi everyone,   We have a customer who requires a tool to validate addresses and postcodes in Sugar. Ideally, they need a solution whereby users can enter a house number and postcode, and the system finds all the...
    Philippa Grover
    last modified by Philippa Grover
  • add related record based on unique value

    I have a process definition that creates a related record when a case is created with specific criteria. The case and the related record (Nonconformances)  have a field (Batch) which is a unique value. How can I ...
    Kristen Dougherty
    last modified by Kristen Dougherty
  • Appending data on multi select field via SugarBPM

    Hello friends,  Have anyone tried to append data on a multi-select field using sugarBPM? I have a "trade show" dropdown list for our Leads module. multiselect   Some leads we imported from a tra...
    MichellePang
    last modified by MichellePang
  • Renamed modules not appearing in Flex relate

    Hi All, There are couple of modules which we have renamed. E.g. (Lead to Prospect, Account to Client, QLI to RLI etc.) On the top menu all the renamed modules are shown correctly but we are facing an issue with the f...
    Juned Rawoot
    last modified by Juned Rawoot