So I know we have a "modified date" for each module and that's all great but I need to understand when a case was modified from the perspective of the child data too. For me if you add a note or similar related record to a case you've "modified it". The premise for this desire is to use automated workflow to look for cases that have not been… Show more
Hi John Kostenbader, this use case is not that easy but taking a look on this from the support perspective every action on a case should/must change the status ( this can be an external or internal one) Let's catch up with the internal status (you probably need to add it to your case) every note or other activity that has been added to your…
We have a customer who is looking to move from hosted MS server to the SugarCRM OnDemand Cloud hosting environment. In order to accept the system, Sugar requires this to be running on Linux first with MySQL. I'm very familiar with the LAMP environment, not so much with IIS and SQL server. Has anyone has experience moving Sugar from… Show more
The Sugar Connector for Marketo 3.1.5 is now available. This release includes compatibility with the upcoming Sugar Winter '18 (7.11) release, as well as addresses issues identified in prior releases. More information on the Sugar Connector for Marketo 3.1.5, including the release notes, supported platforms, user guide, and the installation… Show more
Hi We are using on-site SugarCRM and have setup Twitter Connector. Issue we have is when the Twitter dashlet is on the Contact and there is no TwitterID the dashlet appears to use the Contact first name last name, why? Can this be turned off as it does not correspond every time.
After installing the on demand sugar copy of CRM from Git, Most of the module lables are not showing up. After research we found that, The Language files that are supposed to be generate in “cache/api/metadata” are empty. Files are following: That means, Sugar is building an array of language files and when json encode is performed, there… Show more
Just beginning my learning curve with Business Processes. Currently I have a need to remind assigned users in the Cases module if it has not been touched in "x" days (modified date is > 2 weeks or similar). When I start designing this using the Start process it seems the only way you can trigger this would be to edit a record or create a new… Show more
Hi John, You'll want to use a Wait Event for this, which does rely on schedulers being active. The Advanced Workflow Scheduled Job is probably already active in your instance but you can easily enable it via Admin > Schedulers if it's disabled. The AW Job will simply check for any time-based process events (Wait, Send Message, Receive Message)…
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I am trying to create a report that captures the value of our total open opportunities on a daily basis to report as a line graph. Weekly would be fine too. Any thoughts?
Hi Tony, What you're looking for is an analysis of historical data, which can't be easily captured in a live-data system without causing significant stress on your database and performance. For use cases like these, I'd recommend a third-party Business Intelligence connector or working with a Sugar partner who can extract the relevant data at…
I've got module loaded through Module Loader that adds a custom module with relationships to Contacts. It also adds the view and appropriate files to add the subpanel for Contacts. However, this subpanel does not display for the mobile app. So my question is 2 fold: 1. What code is needed to get a subpanel displayed for the mobile app that is… Show more
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You already use teams and roles to control what your users can see and do in Sugar, but did you know that Admins have a complete toolkit of options available to control who's using your Sugar instance in the first place? It's simple to add multiple layers of security to your Sugar instance by leveraging the following user-authentication tools -… Show more