• Sugar Integrate Quick Start Guide

    Once we’ve created a Sugar Integrate organization for you, you should receive an email from our team with your credentials.   Based on your needs, you’ll be given credentials to one or more of the fo...
    Matt Marum
    last modified by Matt Marum
  • Email trigger when task becomes overdue by "x" hours

    Hello,    I'm looking to create and email notification if a task is beyond its due date for more than 4 hours.  We are using the tasks module under the cases module to manage support requests and want ...
    ben  stetzer
    last modified by ben stetzer
  • Dropdown filters - List View

     There isn’t a dropdown option for last # days when creating filters in the list view. Can this be added in?   for example,  task module: Due Date > Last # Days > 150     
    Kaylee  Carson-Burns
    last modified by Kaylee Carson-Burns
  • Display a field more than once in Record View

    We have a scenario where during Opportunity record creating and progression, certain fields are laid out in a way that suits the users who carry out this part of the process.   Subsequently there is an approval ...
    Neil Conacher
    last modified by Neil Conacher
  • Reply customer with email for new case

    Hello! Our bussiness has the create case from an inbound email implemented right now. Just like the next guide: https://support.sugarcrm.com/Knowledge_Base/Email/Automatically_Creating_Cases_From_Inbound_Emails/...
    José Carlos Solorza
    last modified by José Carlos Solorza
  • Sugar Cloud Maintenance Scheduled for Saturday, July 11th, 2020

    On Saturday, July 11th, 2020, beginning at 17:00 PDT, SugarCRM will be performing maintenance to the Sugar cloud environment. This work will occur during our scheduled weekly maintenance window. Maintenance ...
    Ron McCorkle
    last modified by Ron McCorkle
  • When does a session expires in sugar soap API

    When does a session expire after its created? I know for REST API its 1 hour. But its not specified anywhere about soap API. I tried creating a session and ran a query in while loop to check if it will throw any excep...
    Anand gopal
    created by Anand gopal
  • my sugar instance is taking too long to authenticate

    my sugar instance is taking around 15 seconds to authenticate user both from web and rest API, what is the problem?
    Anand gopal
    last modified by Anand gopal
  • SugarCRM Cookbook - SugarQuery - The Basics

    Post originally written by Jim Bartek.   UPDATE October 3rd 2017  Removed references to compileSql() function which was deprecated and removed in Sugar 7.9.   You have found yourself in a bind, and yo...
    SugarCRM Developers
    last modified by SugarCRM Developers
  • SugarQuery N-Deep Join Issue

    I tried the N-Deep join from https://developer.sugarcrm.com/2014/04/22/sugarcrm-cookbook-sugarquery-the-basics/ but it seems to be not working. did anything changed in Sugar 7.7   $query = new SugarQuery(); $que...
    Hirak Chattopadhyay
    last modified by Hirak Chattopadhyay
  • How can i call yes/no popup when saving a contact

    I'm using the Community Edition of Sugarcrm.   I want to present a yes/no popup, when the user push "Save" button on creating a new contact. For doing that i need to somehow call a javascript function/file when t...
    Asaf Army
    last modified by Asaf Army
  • Update data in response of SugarApiExceptionEditConflict

    We want to show custom data for selection on click of Save button. We have our logic in before_save logic hook. We are trying to throw SugarApiExceptionEditConflict but not able to pass data which we wa...
  • How to find duplicate records

    Is there a way to find duplicate records in reporting or in the administration module?
    Craig Tovatt
    created by Craig Tovatt
  • Sorting by Multiple Fields in Reports

    Is there a way to sort by multiple columns when creating a Row & Column Report?   For example, we would like to sort a Row & Column report of our open Opportunities by   1) Account Name (alphabetic...
    Tim Miller
    last modified by Tim Miller
  • How do I add line numbers from quotes to PDF Manager

    In the Quotes module you can check "Display Line Numbers", and while looking at the quote in the Quotes module these line item numbers are displayed.  When you download a quote template though, they disappear as ...
    Tucker Jackson
    last modified by Tucker Jackson
  • Calling a Sugar Integrate Procedure from an external platform

    There is a lot you can do with Sugar Integrate. In most of the demos we have released, our examples show a Procedure that is triggered by an event in a platform like Sugar Sell. But what about when we want a Procedure...
    Michael Shaheen
    last modified by Michael Shaheen
  • Authorization Grant Types

    Hello, we're integrating Sugar CRM with our product to import and push data, we're planning on using the REST API. My question is that the authentication flow requires us to get the username and password from the use...
    Karen Escritorio
    last modified by Karen Escritorio
  • Width on fields

    In Sugar 10, the fields for e.g. email addresses are a bit small. So you can't see the whole text.  Where do I change this?   sugar 10.1 fieldmail field width
    Sofia Jonsson
    last modified by Sofia Jonsson
  • Sugar Enterprise access model

    I am being asked to change the current access model within our on-demand Sugar instance.   The 2 diagrams attached illustrate the current and proposed access model.     We do not use Teams, a...
    Tom Repetti
    last modified by Tom Repetti
  • Sugar Integrate: Platform as a resource PaaF

    Hello All,     I have created on procedure called "PaaF_SugarSales" (id: 37123) I have exported the JSON also in attached file. Now this procedure takes trigger data from sugar and add it in the sales. I w...
    Ashok naidu
    last modified by Ashok naidu