• How to auto populate relate fields data of one module while creating record from relate field

    Hi Everyone,   I want to create a record from relate field(custom modules relate field Ex : Enrollment) in Opportunities module and in the create view of record I want to auto-populate the data of other relate f...
    Sarojini Buddana
    last modified by Sarojini Buddana
  • Auto populate field based on relate field

    Hi Sugar experts,   I'm trying to auto populate value based on relate field. Scenario : 1) I have one relate field in opportunities module (with "Contacts" module) that is created in studio. 2) I want to auto...
    Juned Rawoot
    last modified by Juned Rawoot
  • Quickbooks Integration Options

    Is there any conduit software out there that will allow creation of an invoice in SugarCRM and then that invoice is exported to a Quickbooks Online account?  Seems like most integration is the other way around - ...
    Jeff C
    last modified by Jeff C
  • Overriding ViewConvertLead

    By default, when converting a lead to account, Sugar retains the assigned user associated with the original lead record, however if the lead is initially assigned to a group user of 'Sales', it would be helpful to hav...
    Jake Ashley
    created by Jake Ashley
  • silent upgrade 8.0.3 to 9.0 seems stuck on Applying the 'utf8mb4_general_ci' collation

    I am trying to upgrade my development environment from 8.0.3 to 9.0.0 but it appears to get stuck on    [Upgrader] - Applying the 'utf8mb4_general_ci' collation to the database and all existing tables  ...
    Francesca Shiekh
    last modified by Francesca Shiekh
  • zuora

    Integration to Zuora, anyone here that's made it?
    Omed Saeid
    last modified by Omed Saeid
  • Hint data

    where does hint get its data? and does it or can it include the linkedin data of lead / contact / company?
    lee Ingham
    created by lee Ingham
  • 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
  • Adding CTI URL

    Hi   The built-in SkypeOut identifies the phone number formats and converts it into a clickable link. Is there a way to add a new plugin similar to SkypeOut or customize that link (with our CTI URL) in Suga...
    Mohan Salunke
    created by Mohan Salunke
  • Overdue Tasks

    We are aware that overdue tasks are highlighted with a colour in Sugar, however we want to create a report ()that can be used on a Dashboard as well) that shows overdue tasks by assigned user.   We thought this ...
    Greg Barrass
    last modified by Greg Barrass
  • how to connect a lead information page in to scrm lead

    how to connect a lead information page in to scrm lead
    Vignesh babu
    created by Vignesh babu
  • need to change Profile email address at community.

    I have recently started being active on Sugar Community, it is having my gmail account email address, how I can change it to my offical email address ie ashish@outrightcrm.com. Not seeing the option to edit the email ...
    Ashish Dwivedi
    last modified by Ashish Dwivedi
  • Merge does not display correctly in browser

    If this has already been asked and answered please point me in that direction.   I'm using Sugar Professional 9.01 and this occurs with I.E, Edge, and Chrome.   The issue I'm seeing is that when merging re...
    Garry White
    created by Garry White
  • Sugar Mobile endpoint call

    Hi, This is my question. It's for the mobile part. It's possible to call an endpoint from cordovapost.   Something like this, I can't find any reference or documentation to this. In this example from sugarmob...
  • delete converted lead

    If I have a lead that has been converted to a Contact can I delete the converted lead if there are notes attached to the lead and leave the contact?
    Sheila McPhail
    last modified by Sheila McPhail
  • With the Sugar CRM (6.5 version) How to do the multiple text search inside module for description or the names?

    The sugar CRM vesrion is 6.5 , I Want to do the multiple text search inside module ,can anyone came across this? I have try to use the wild card search but not able to get the results? Other than elastic search any ...
    Chandan KC
    last modified by Chandan KC
  • Error on screen when saving Opportunity record with email field

    Hey All!   I have attempted to add an email field to the Opportunities modules following this Cookbook Article in the Developer Guide, and I am getting a "HTTP: 500 Internal Server Error" loaded to the screen. T...
    Christopher Heyman
    last modified by Christopher Heyman
  • show notes contents in case admin

    I was wandering if there was a way to show a notes content which are attached to a case whilst in the admin area. Similar to how notes are viewed in the sugar case portal when you open a case. Sugar said its poss...
    john Fieldsend
    last modified by john Fieldsend
  • Can I search Historical Summary?

    I am looking for some specific notes from an Account. There are hundreds of entries for the Account from Calls, Notes, Meetings, etc.   I'd like to be able to bring up that Account, go to the Historical Summary,...
    John Kitsmiller
    last modified by John Kitsmiller
  • Mobile version not executing field validation

    SugarCRM Professional 9.0, On-Premise. Mobile access is through the {siteurl}/mobile version, we use Citrix EMM/MDM and still waiting on wrapping the native app   We've run into a large problem recently, we depl...
    Matthew Heinzel
    created by Matthew Heinzel