• Heads-Up regarding emails in Processes in Release 9.1.0 (Resolved)

    I had a little surprise this weekend with release 9.1.0 that I'd like to share:   For "send email" in the BPM in in release 9.0.1 and prior, you could start to type the name of a user in the "TO", "CC", or "BCC"...
    Bud Hartley
    last modified by Bud Hartley
  • SugarIdentity FAQ

    This document lists the Frequently Asked Questions(FAQ’s) related to SugarIdentity.   What is SugarIdentity? If my instance is configured to use SAML/LDAP, what should I expect when my SugarCloud in...
    Vandita  Arora
    last modified by Vandita Arora
  • Introducing Sugar Integrate Templates

    Sugar Integrate makes integrating with (or migrating data between) systems so much easier than doing it manually through code. Even with this incredible IPaaS, however, some integrations can still feel daunting. So, t...
    Michael Shaheen
    created by Michael Shaheen
  • Can't adjust Email layout in studio

    Hello - I'm trying to adjust the layout of the Email module.  The Contact link is on the "Show more" tab and I want to move it to the top of the layout so the user can just click on the contact rather than know...
    Bob Bundy
    last modified by Bob Bundy
  • 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
  • safe upgrade on custom editviewdef

    Hi all. I have a custom module in which I included a js file (customjs.js) custom / modules / Cases / metadata / editviewdefs.php, I have created the installation package for the module loader, but I have a problem, ...
  • 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
  • Guidance on importing notes with attachments

    Hello - We're converting data in the Sugar Cases module. Rather than try convert all the detailed messages back and forth between us and a customer on a single case, we're going to create a PDF of all the activity f...
    Bob Bundy
    last modified by Bob Bundy
  • Custom Logic For Quotes Module

    How to write custom logic for quotation module  Ex: i want to populate some values from different modules in quoted line items [Quotation] based on some conditions when creating quotation. How to write custom lo...
    Ash
    last modified by Ash
  • 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
  • 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