• 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
  • v10 How do I un-hide fields?

    Hello,   I am having a problem adding an iframe in v10. I can add the iframe through studio, but when I try to viw it in the record view, it shows up as  a button surrounded by a grey dashed line, with a + ...
    Jeff Ward
    last modified by Jeff Ward
  • How to configure SAML SSO for Sugar

    Many customers want to configure Sugar for Single Sign On (SSO). Well Sugar supports Security Assertion Markup Language (SAML) so this must be easy, right? But the devil is always in the details.  Each SAML...
    Matt Marum
    created by Matt Marum
  • 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
  • Free Administration Essentials Classes - Register now!

    Looking to brush up your Sugar administration skills? Now through June 30 2020, you can register for any of our live-virtual Sugar Administration Essentials classes at no cost. Registrations are limited, so ...
    Brieanne Rowe
    last modified by Brieanne Rowe
  • Workflow meeting reminder email to guest

    Hi all, Struggling to find how to create an advanced workflow to send meeting reminder and cancellation type email messages, because we can't use the standard system meeting reminder message for these. We also need ...
    Tony Romano
    last modified by Tony Romano
  • 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:   &...
    last modified by EL HADJI DEM
  • DocuSign signature with Sugar makes life easy

    Many businesses require electronic signatures on all official documents to safely and securely conduct transactions. Companies that do so may also require those e-signatures to come from trusted and reputable services...
    Dhaivat Naik
    created by Dhaivat Naik