TOPIC: ENHANCING ADVANCED WORKFLOW. DATA EXCHANGE WITH OTHER SYSTEMS Why would I need it? because I am Sugar admin, Sugar evangelist or proactive community member who helps Sugar Users to meet their CRM expectations Why is it worth attending? to discover a boosting approach for Sugar adaptation to find out how to solve tasks by myself without…
I'm getting confused as to how to best search for records and could use some advice. I'm using the /rest/v11/ end point. I have a need to find matching Accounts, Contacts and Lead that have a specific phone number in one of their phone fields. A related need is wanting to be able to search regardless of how a number happens to be formatted… Show more
Especially useful for: Sugar Users Sugar Solution Consultants Sugar Admins Why it is worth attending: Each business is unique, but in any business, all CRM users need to monitor and manage multiple future actions: date & time of calls and meetings start and finish date of tasks expected close dates for opportunities, RLI, quotas "valid…
TOPIC: ENHANCING ADVANCED WORKFLOW. DATA EXCHANGE WITH OTHER SYSTEMS Date: January 24, 2019 Time: 4:00 PM - 5:00 PM UTC+0 Why would I need it? because I am Sugar admin, Sugar evangelist or proactive community member who helps Sugar Users to meet their CRM expectations Why is it worth attending? to discover a boosting approach for Sugar… Show more
Requesting Leads via API with "Accept Status" field results in incorrect number of records returned?
Hello, I'm currently using the rest API (V11_1) and Sugar 8.2 to try and pull Leads records from my Sugar instance. In most cases this works correctly, and all 1,754 of the leads in the instance are returned. However, when I make a request that specifically requests the fields "accept_status_meetings" and "accept_status_calls" in it, only 1001… Show more
I would like to be able to select multiple contacts for a task. How can I set this up to allow the selection of multiple contacts?
I've to make a Dropdown list with 750 elements, which is the max limit of elements?
Thank you Patrick, The use case is I need to create a dropdown list for car agencies, about 600, and I need to crate a dropdown list for sales team andf relate it with car agencies dropdown, my client think is more efficient this way to relate their information, I prefer create two new modules for each one. My client no response yet, but, if…