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... 
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 ... 
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... 
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... 
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 ... 
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... 
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 ... 
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... 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... 
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... 
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... 
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... 
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... 
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... 
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... 
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 ... 
Eliminate Data Silos with Sugar Integrate
7/21/20 12:00 AMSugar 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...
Eliminate Data Silos with Sugar Integrate
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... 
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 ... 
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 ... 
