• Remove all Discount references on Quote PDF until utilitized

    Question: How do I remove Discount references to Customer-facing Quote PDFs (not the worksheet), if Discounts aren't applied? Our Sales team would like Customers not receiving discounts, to see no ref...
    MissyBrooks
    created by MissyBrooks
  • Relate field to 'Employees' module

    Hi, I have built a custom module using module builder and have deployed to a Sugar instance. I want to add a Relate field in the custom module which links to the Employees module. This is because the information to ...
    Neil Conacher
    last modified by Neil Conacher
  • How to access dashlet configuration variables from the server?

    When you click the "gear" icon in the top right corner of a dashlet, there are config items users can set for each of their dashlets. I'd like to be able to access those dashlet configuration values fro...
    Chad Hutchins
    last modified by Chad Hutchins
  • How to control access on dashlets

    Hi,    for a specific use case we would like to be able to control the access to dashlets. Currently , as far as I know, there is no way of configuring this. So any user can select the dashlet and we need t...
    Jeroen Somhorst
    last modified by Jeroen Somhorst
  • set sugar crm on local machine for free trial ?

     https://store.sugarcrm.com/download always pointed me to the profile page when I tried to setup on local . I am just trying to use for trial/ free purpose . is it possible , or do i need to purchse ?please ...
    Neeraj verma
    last modified by Neeraj verma
  • Please help with process definition workflow

    I could not find department field in Users Module. I am trying to create process definition for quotation approval. I used exclusive gateway for criteria. I want to set Users(Department is sales managment) in criteria...
    Julia Khin
    last modified by Julia Khin
  • Find a contact's email address in the database

    Hello.  I'm trying to do some queries on the database for some external reporting.  The contacts table does not contain an email address column.  There is however an email_addresses table.  Though ...
    Jared Adams
    last modified by Jared Adams
  • Contact Management 2020

    Our Contacts typically tend to move around in the same industry, so odds are, when they leave one Company they'll show up later in another Account we service - which is why we'd like to retain any associated...
    MissyBrooks
    last modified by MissyBrooks
  • Couldn't connect to host, Elasticsearch down

    Whenever we send a request to post a new case through the sugar API's, we get the same response even though the case is being posted/received on the server. Any ideas why this is happening?   Path: https://{sug...
    Karen Escritorio
    last modified by Karen Escritorio
  • 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
    created by Ashok naidu
  • Change Event within the Record List View

    Hi Everyone,    I'm looking for a way of capturing the Change Event within the Quote Stage Drop Down list on the Quote Record List i.e. www.example.com/#Quotes I have been able to successfully detec...
    Peter Hallett
    last modified by Peter Hallett
  • How to create a DropDown field similar to Teams/Email Address field in SugarCRM

    Hi All,   I would like to create a DropDown field with plus button to it. For example we have teams field or email address field where we have plus button and which allows us to add multiple emails or teams to i...
    Poojitha Katram
    last modified by Poojitha Katram
  • Changing the Status and Notifying a User on Case Update Emails via Advanced Workflows

    Sugar's inbound email functionality allows emails to be automatically associated with existing cases when the email's subject includes the case macro. When this occurs, it would be helpful for the status of the case t...
    Jeff Bickart
    last modified by Jeff Bickart
  • Changing the Body of the Scheduled Reports Email?

    Scheduling reports currently works as I would like it to - it converts the Report selected as a PDF & sends it to the users that are intended to receive it. However, I'm looking to change the text in the body of t...
    Tim Miller
    last modified by Tim Miller
  • What's Best Way To Communicate With Building Material Industry Manufacturers?

    We are a manufacturer of building materials (deck waterproofing and floor coating materials) and occasionally have questions about how others are configuring or using Sugar for their businesses...and even for those in...
    Vince Outlaw
    last modified by Vince Outlaw
  • Reports: Filter by related record count

    Hey Folks,   I would like to create a report with a criteria based on related module record's count.  For example, we have Accounts and related Opportunities, each Accounts have "N" number of opportunities ...
    Selvamuthukumar Rajulu
    last modified by Selvamuthukumar Rajulu
  • Eliminate Data Silos with Sugar Integrate

    7/21/20 12:00 AM
    Sugar Integrate enables your business to integrate customer experience (CX) processes and data with business applications. Join our webinar with Matt Marum, Director of ISV Alliances and Rod Martinez, Product Marketi...
    Sarah Friedlander Garcia
    last modified by Sarah Friedlander Garcia
    Eliminate Data Silos with Sugar Integrate

    in Partner Corner

    Back
  • Customer Journey Report Examples

    So, the one example of a Customer Journey report in the CJ Admin Guide is nice but I'm looking for more examples from customers to get my own creative juices flowing on CJ reporting.  If anyone is willing to shar...
    Bud Conlin
    last modified by Bud Conlin
  • Sugar Cloud Maintenance Scheduled for Saturday, June 27th, 2020

    On Saturday, June 27th, 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
  • How does the startup code work?

    I would like to understand how the code works when one first goes to SugarCRM.   I am upgrading from 8.0.2 to 9.0.3.   I upgraded our TEST environment.  Then upgrade our PROD environment.  After ...
    Amy Cox
    last modified by Amy Cox