• 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
  • 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
  • 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
    created by Yury Voloshin
  • 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
  • workflow meeting reminder guest

    Hi all, Struggling to find how to create an advanced workflow to send some specific meeting reminder and cancellation type messages, so can't use the standard system meeting reminder message, and also because needs t...
    Tony Romano
    last modified by Tony Romano
  • 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
  • Using a Process Definition to send e-mail messages- need process to stop if client quits the program

    I'm using a Process Definition to send out a password to each new step in our 12 Step program every 30 days.    Start event = Subscription of X name is added, Send an e-mail with Step 1 Password. Wait 30 da...
    Kayla Ebert
    last modified by Kayla Ebert
  • 5 Customer Service Tips for the New Normal

    Amid an ongoing, global pandemic, companies are slowly starting to let nonessential workers back into their offices. Whether you had to shut down completely or adapt to a fully or partially remote workforce, you̵...
  • How to communicate with desktop application

    I have a requirement to read data from a desktop application and update in the Accounts record.How can I do it ?   Please help me to find a solution to interact with desktop application
    Sino Thomas
    last modified by Sino Thomas
  • Sugar Cloud Maintenance Scheduled for Saturday, May 30th, 2020

    On Saturday, May 30th, 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 i...
    Ron McCorkle
    last modified by Ron McCorkle
  • Troubleshooting Cross-Site Forgery Messages / Token Problems

    When trying to save / attach a document in the module itself or i.e. in the ticket modul using the document sub panel, users are getting sometimes the following Error Message     According to the research...
    Deniz Kilic
    last modified by Deniz Kilic
  • Drill Down returns inconsistent results for users in different timezones

    Hi All   An issue we have found is that if you create a summation report with details and you group by "Day: Start Date" for example that when you drill down on any bar on a chart that you don't get the results ...
    Damon Terry
    last modified by Damon Terry
  • Mostrar el valor de una lista desplegable en el gestor PDF

    Buenas tardes Por favor de su ayuda, necesito mostrar en el Gestor de PDF el valor de dos campos que se encuentra en el Modulo de Oportunidades, uno es un desplegable y el otro es una casilla de verificación. ...
    Diego Alberto Castaño
    last modified by Diego Alberto Castaño
  • Forgot Password link doesn't seem to be working for end user

    On SugarIdentity, Forgot Password link isn't working for a particular user. User try to reset his password but he never get back any response after submitting his reset password request.  
    yash solanki
    last modified by yash solanki
  • 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
  • How can I use the rollupCurrencySum and only obtain certain records?

    Here is our use case: We have a custom field with a year field. Accounts has a 1 to Many relationship with the custom module I want this rollupCurrencySum($mymodule_accounts, "amount")  where equal(related(...
    Jeff Bickart
    last modified by Jeff Bickart
  • failed on install 80%

    Hi All,   I am working on customization and when I install it does not finish the install and stuck on 80% cannot see any errors in Sugar.      
    Rodrigo Manara
    last modified by Rodrigo Manara
  • How to fetch the details Accounts database table and list in an custom module

    Hi All   I have a requirement of list the Accounts module details in an custom module and  filters out the data. How to Create a custom module that fetch details from the Accounts module table in the ...
    Sino Thomas
    last modified by Sino Thomas