• How can I make the unit price editable after a revenue line item is created?

    I want to be able to pull in product catalog information to the revenue line item in an opportunity, however, I want the unit price to be editable after it pull in the product.  Is there a way to allow this field...
    Robert White
    last modified by Robert White
  • Which framework used to write unit test cases?

    Hi, I've a sugar mobile SDK app in which I get the data from API and render on the UI. I need to write unit test cases for UI. Which framework would be best ?
    Arbab Khan
    created by Arbab Khan
  • Side Panel Dashlet - related to current record, BUT not when viewed in a Process

    Side Panel Dashlet is related to current record  - BUT -  not when viewed in an Approval Process?   Here is the record view with dashlets working fine:   And here is the same record viewed...
    Luke Ridgway
    last modified by Luke Ridgway
  • Update Opportunity Multiselect Field Based On Field In Related Revenue Line Items

    I have a custom multi-select field in an Opportunity (call it "system-lines") that I want to keep updated based on the value of a field in all related RLIs (call it "system"). The Opportunity field value is determined...
    Vince Outlaw
    created by Vince Outlaw
  • Create/Update multiple contacts/users via REST API for a meeting

    I am trying to add contacts/users to a created meeting as follows POST call to https://demo.sugarcrm.com/rest/v11/Meetings/<record_id>/link/ body   { "link_name": "contacts",   "ids": [{"id": "<...
    Manoj Prabakar
    last modified by Manoj Prabakar
  • ReferenceError: $ is not defined | Facing a critical error after migration. Need urgent help.

    Hello,   We are really stuck! After migration to our new server, THE SUGARCRM is not working and it's showing "ReferenceError: $ is not defined" error in the browser console.   Initially, before SugarCRM m...
    Ratna Sangh
    last modified by Ratna Sangh
  • Manage and Preview Multiple Images Per Record

    Who has extended the meager SugarCRM image management capability to allow for upload of multiple and variable number of images to a record and being able to view these images along with the record. I'm looking for tur...
    Vince Outlaw
    created by Vince Outlaw
  • Functions on New Quote Module

    I have a number of questions about the Quote module after exploring in depth with a customer today:   1) You can drag and drop Line Items, but NOT groups? (I have tested) is there a setting which will enable Gro...
    Sara Tatam
    last modified by Sara Tatam
  • Auto Email Quote & Auto create Opportunity from Quote

    I'm looking for a way to create a process definition that says: When a Quote record's status is 'send to customer', the quote pdf gets automatically emailed to the customer AND a new opportunity is created from the qu...
    Steve Silliker
    last modified by Steve Silliker
  • Can user logins be excluded using single sign on?

    SugarCRM v10.0.0 Pro - on demand.   We have a 200 user system. Most users are named individual regular users but some are occasional users who use a shared log in to the crm.    We have recently upgra...
    john mckenzie
    created by john mckenzie
  • How to troubleshoot polling events

    Hello All,   I've just started using Integrate and built my first attempt at an integration. The problem is that events don't seem to be working as expected.   I'm trying to create a process where the Acco...
    Yury Voloshin
    last modified by Yury Voloshin
  • Sugar Instance: Procedure Instance does not get executed

    Hi All,   I was trying example given in Your First Integration in 60 Minutes | Sugar Integrate  . I was trying to syn data between "Salesforce Sales" and "Sugar Enterprise". For this i follo...
    Manisha narwade
    last modified by Manisha narwade
  • Matrix report by fiscal quarter

    Sugar on demand - Pro v9.0.1   Hi all  In Accounts (Organisations), I have created a tick box field called - Community Group involved on the Network (PfE Target) When this is ticked, a date field is visib...
    john mckenzie
    last modified by john mckenzie
  • Date of Last Meeting workflow

    Has anyone set up a related field to capture the date of a last meeting for a contact?   I've followed the guidance in the Help Articles - https://support.sugarcrm.com/Knowledge_Base/Workflows/Capturing_a_R...
    john mckenzie
    created by john mckenzie
  • Report section not working after extending sugar endpoint ReportsExportApi

    Report section not working after extending sugar endpoint ReportsExportApi. Mike Russell Getting error => Export Type Does Not Exists   My code is,   require_once('modules/Reports/Exporters/ReportExport...
    Abasaheb Gaware
    last modified by Abasaheb Gaware
  • How to increse the session timeout in Sugar CRM?

    I want to increse the seesion timeout please letme know?
    venkatesh venkatesh
    last modified by venkatesh venkatesh
  • Custom admin config page for new settings

    Hello,   I would like to share with you the way to add a custom admin page for new settings. For example (SugarCrm 6.5), we would add a setting to access to another system from sugarcrm; we need:   &...
    EL HADJI DEM
    last modified by EL HADJI DEM
  • How to create a popup depending on a status?

    Dear community,     I have not yet found what I am looking for and therefore I ask the question at this point: We have implemented a status field in the Accounts module. There are two statuses (active and ...
    mneitzke
    last modified by mneitzke
  • Caclucated Field in Quotes Module not Updating on QLI price change

    I have caclucated Field in Quotes Module which is the rollup sum of two fields in the quoted line item called Mrc total and NRC total, When i edit a Quoted Line item , change the Product quanttiy or price and save , I...
    Anoop Antony
    last modified by Anoop Antony
  • Use currency rate on calculated field

    Hi there   Looking to perform some calculations on opportunity records using a currency conversion. However, I can't seem to do this as the base_rate field is stored as text. Any ideas how I can convert this fie...
    Ray Brookes
    last modified by Ray Brookes