• Project module

    Sugar (version 9.0.2) Pro   Hi All,   I've been asked to look at the Project Module for our CRM. Out of the box, it looks a bit clunky and has a bug when using UK date format.   Does anyone know of p...
    john mckenzie
    last modified by john mckenzie
  • Ensuring data integrity in Inline Edit

    We have made good use of Dependency files to enforce business data requirements, in addition to the blanket 'Required' in Studio. This works well.   However, it turns out that these 'rules' are bypassed whe...
    Neil Conacher
    last modified by Neil Conacher
  • Looking to Integrate Sugar CRM with Salesforce, Quickbooks, SAP, Sage, Epicor, and Xero ERP?

    Commercient’s SYNC for Sugar CRM is compatible with: Salesforce, Quickbooks, SAP, Sage, Epicor, and Xero ERP. How can data integration benefit you? Streamline your processes, sales, and customer service ...
    Naudine Mosime
    last modified by Naudine Mosime
  • SugarCRM7 HOW TO:  Manipulate Subpanel Top Buttons (Actions)

    20 votes
    To Manipulate Top buttons (Actions) for a module’s “default” subpanel  In  <sugar_root>/custom/Extension/modules/<module>/Ext/clients/base/views/panel-top/panel-top.php Red...
    Francesca Shiekh
    last modified by Francesca Shiekh
  • 7.9 Quoted line items - on-change controller

    Has anyone figured out where to define on-change events for Quoted Line Items? We need to look up pricing in a third party ERP based on mft_part_num. I already removed the populate related for the price field using th...
    Francesca Shiekh
    last modified by Francesca Shiekh
  • Report with current record id in side dashboard

    Hi all,   I want to create a report to add as a dashlet in the side dashboard of an account record view.   I want that to use the current record id to generate the report. So let's say I want an opport...
    Jonathan Houle
    last modified by Jonathan Houle
  • REST API failing

    Hi,    we are  creating a web application that would allow us to post information into sugar using the rest API. It seems to work fine in test environment  i.e. when the application is hosted on a...
    Seshagiri Sondur
    last modified by Seshagiri Sondur
  • Implement cleanup method for Activity Stream

    20 votes
    Hi,   as activity stream is a useful tool in SugarCRM 7, we saw that it could easily take more than 50% of the database size in productive instances. While this can be easily truncated from the database, this is...
    Mark Willert
    last modified by Mark Willert
  • SugarCRM CE and QuickBooks Online

    We currently have SugarCRM Community Edition (Version 5.5.1RC3 (Build 1197)).  (I'm aware that it's a very outdated setup but it's been working so we haven't changed anything.) Some data is exported from Sugar an...
    Shelby Adams
    last modified by Shelby Adams
  • Calculated Field - Count selections in related module

    Hi all,   In our Tasks-module there's a custom dropdown field with a product selection. I would like to see what's the highest "product interest" per individual contact based on the number of tasks with the...
    Daniela Scheiwe
    last modified by Daniela Scheiwe
  • Creating new cases from emails

    Hello! Just started on Sugar development. Im trying to develop a solution so that any time an email is received I can create a case based on the body and subject. I have managed to create cases from the API and with...
    José Carlos Solorza
    last modified by José Carlos Solorza
  • Using e-mail fields correctly in Sugar

    Post originally written by dwheelz.   Here is an important message from David Wheeler, a long time Software Engineer and Architect at SugarCRM, about using e-mail fields correctly.   E-mail handling is cor...
    SugarCRM Developers
    last modified by SugarCRM Developers
  • Alert user when rollup exceeds threshold

    I am on Sugar Professional v9 on Site. I have a custom module related to Opportunities, call it Evo. Evo has a percentage field (an integer with max value 100). I also want the sum of all the Evos related to a...
    Francesca Shiekh
    last modified by Francesca Shiekh
  • Create a initial filter

    Hello, I need help adding an initial filter in a related field. In my proposal module I had a field "Account From the proposal" (related to the accounts module), and a field "Contact from the proposal account" (relat...
    lucas lopes
    last modified by lucas lopes
  • How to know in before save or after save logic hook data insert through api or sugarcrm application. ..?

    How to know in before save or after save logic hook data insert through api or sugarcrm application. ..?
    M Gupta
    last modified by M Gupta
  • What do you mean by Sugarcrm components

    I have a confusion related with the term Component . What do you mean by Sugarcrm components and which are the sugarcrm components 
    Sino Thomas
    last modified by Sino Thomas

    The system will only allow one call to be created for a campaign going out to 1000's of users?  Any previous calls created against the campaign keep getting deleted?
    Thomas Pick
    last modified by Thomas Pick
  • Five Factors to Consider When Choosing a Small Business CRM in 2020

    There comes a time when managing your client’s databases via thousands of spreadsheets, hopping from one system to another to find leads or customer data, or navigating amongst sales opportunities by checking sc...
    Naudine Mosime
    last modified by Naudine Mosime
  • Popup alert does not display when triggered by logic hook

    Hello everyone, I'm trying to do a simple thing in sugar : check if the assigned user already have a meeting when saving a new one on the same date/hours. So, i've got a before_save logic hook which check if the ass...
    Gaelle Fernandez
    last modified by Gaelle Fernandez
  • Overriding subpanel Cases panel-top under Accounts module

    Hi All,   I want to disable the create button in the panel-top of Cases subpanel Accounts module. I followed the threads here about how to manipulate in a specific module. SugarCRM7 HOW TO:  Manipulate Sub...
    Roland Cadavos
    last modified by Roland Cadavos