• How to access dashlet configuration variables from the server?

    When you click the "gear" icon in the top right corner of a dashlet, there are config items users can set for each of their dashlets. I'd like to be able to access those dashlet configuration values fro...
    Chad Hutchins
    last modified by Chad Hutchins
  • How to control access on dashlets

    Hi,    for a specific use case we would like to be able to control the access to dashlets. Currently , as far as I know, there is no way of configuring this. So any user can select the dashlet and we need t...
    Jeroen Somhorst
    last modified by Jeroen Somhorst
  • set sugar crm on local machine for free trial ?

     https://store.sugarcrm.com/download always pointed me to the profile page when I tried to setup on local . I am just trying to use for trial/ free purpose . is it possible , or do i need to purchse ?please ...
    Neeraj verma
    last modified by Neeraj verma
  • Please help with process definition workflow

    I could not find department field in Users Module. I am trying to create process definition for quotation approval. I used exclusive gateway for criteria. I want to set Users(Department is sales managment) in criteria...
    Julia Khin
    last modified by Julia Khin
  • Find a contact's email address in the database

    Hello.  I'm trying to do some queries on the database for some external reporting.  The contacts table does not contain an email address column.  There is however an email_addresses table.  Though ...
    Jared Adams
    last modified by Jared Adams
  • Couldn't connect to host, Elasticsearch down

    Whenever we send a request to post a new case through the sugar API's, we get the same response even though the case is being posted/received on the server. Any ideas why this is happening?   Path: https://{sug...
    Karen Escritorio
    last modified by Karen Escritorio
  • Change Event within the Record List View

    Hi Everyone,    I'm looking for a way of capturing the Change Event within the Quote Stage Drop Down list on the Quote Record List i.e. www.example.com/#Quotes I have been able to successfully detec...
    Peter Hallett
    last modified by Peter Hallett
  • How to create a DropDown field similar to Teams/Email Address field in SugarCRM

    Hi All,   I would like to create a DropDown field with plus button to it. For example we have teams field or email address field where we have plus button and which allows us to add multiple emails or teams to i...
    Poojitha Katram
    last modified by Poojitha Katram
  • Changing the Status and Notifying a User on Case Update Emails via Advanced Workflows

    Sugar's inbound email functionality allows emails to be automatically associated with existing cases when the email's subject includes the case macro. When this occurs, it would be helpful for the status of the case t...
    Jeff Bickart
    last modified by Jeff Bickart
  • Changing the Body of the Scheduled Reports Email?

    Scheduling reports currently works as I would like it to - it converts the Report selected as a PDF & sends it to the users that are intended to receive it. However, I'm looking to change the text in the body of t...
    Tim Miller
    last modified by Tim Miller
  • What's Best Way To Communicate With Building Material Industry Manufacturers?

    We are a manufacturer of building materials (deck waterproofing and floor coating materials) and occasionally have questions about how others are configuring or using Sugar for their businesses...and even for those in...
    Vince Outlaw
    last modified by Vince Outlaw
  • Customer Journey Report Examples

    So, the one example of a Customer Journey report in the CJ Admin Guide is nice but I'm looking for more examples from customers to get my own creative juices flowing on CJ reporting.  If anyone is willing to shar...
    Bud Conlin
    last modified by Bud Conlin
  • How does the startup code work?

    I would like to understand how the code works when one first goes to SugarCRM.   I am upgrading from 8.0.2 to 9.0.3.   I upgraded our TEST environment.  Then upgrade our PROD environment.  After ...
    Amy Cox
    last modified by Amy Cox
  • POST UPGRADE FAILED from 9.0.2 to 9.0.3

    Hi All,  I've recently upgraded my onsite installation SugarPRO from 9.0.2 to 9.0.3. I've tested the upgrade in a dev env and everything works fine.  In production environment the post upgrade failed with ...
    Federico Ricci
    last modified by Federico Ricci
  • Custom module questions - probably basic

    Hello - I'm creating (trying to) a custom module in Sugar (v10...almost empty system - we're configuring it before importing data). I've created custom modules before but this one is causing me issues. There is als...
    Bob Bundy
    last modified by Bob Bundy
  • Various Mismatch errors when upgrading to 9.0.3

    Dear SugarCRM Community,    I'm attempting to upgrade a site from SugarCRM Pro 8.0.6 to Pro 9.0.3. Heath checks all run without any serious issues. However when run the upgrade process, the process stops at...
    Peter Hallett
    created by Peter Hallett
  • How to stop Contact duplicate insert records. ?

    sidhu sidhu hi How to stop Contact duplicate insert records using email id ?
    M kumar
    last modified by M kumar
  • Based On Conditions populate value In calculated field

    ifElse( or( equal(related($accounts,"account_type"),"Reseller"), equal(related($accounts,"account_type"),"Investor"), ), related($accounts,"name"), "nope!" ) i want to populate account name if the 2 conditions ...
    last modified by Ash
  • Populate values in quote product fields when select billing account name in quotation

    I have created 2 fields in customers module. when creating quote if i select billing account name i want to populate those two field values to quoted product module fields. i have tried with calculated field but value...
    last modified by Ash
  • how to customize notifications module in Sugar CRM Mobile?

    I want to get notifications in mobile same as we get in desktop.   $note_bean = BeanFactory::newBean('Notifications'); $note_bean->name = "Assignment Change"; $note_bean->save();   This code triggers w...
    last modified by chetali09