• Enterprise vs Sugar Sell, Serve, Market Etc

    We are current SugarCRM cloud users and are on Enterprise.   As SugarCRM has now re-branded it's offerings to Sugar Sell, Serve, Market etc I was wondering if there's a resource that outlines what of these funct...
    Nathan Morrison
    last modified by Nathan Morrison
  • Create custom field just like tag

    Hi.  I am trying to create a new field just like "tag" under the Account module.  I created the field via studio under the "Account" module. My new field name is "auto_name_c" and the field type is "multi-...
    Adnan Ahmad
    last modified by Adnan Ahmad
  • [2019-12-11, 12:15 PM UTC] Known Cloud Issues - EU Hosted Instances (ondemandeu01 only)

    We have addressed an issue in our cloud environment where instances hosted on the Sugar Cloud EU 01 stack might have experienced connection issues for about a minute. For information on identifying the stack where you...
    Vlad Popescu
    last modified by Vlad Popescu
  • How to link multiple records on relate to field selection

    I have one requirement i.e. I should be select multiple records from custom relate to field.  Default behavior of relate to field: i can select only one record of related module. I have make changes to relate.j...
    Manisha narwade
    last modified by Manisha narwade
  • Import Idp Metadata file not working

    Hi All,   When I am trying to Import Idp Metadata file auto filling of values to fields not working.   Please help me to find a solution for this.
    Sino Thomas
    last modified by Sino Thomas
  • Make relationship filed required

    Hi All   I am wandering how I can make a field required, this is a rationship field and cant see it in studio.    As its not in studio i was going to write a vardef file as add the argument  'req...
    john Fieldsend
    last modified by john Fieldsend
  • Is there a way to force the display of a leading zero in an integer field?

    As an example, the salesforce has an id which is a three digit number but may have leading zeros so that when 028 is entered, 28 is what is displayed.  I want to display 028 instead.  this can affect sorting...
    Jim Cotten
    last modified by Jim Cotten
  • How can I set the default address in the from field in the cases compose email drawer?

    My users are part of teams which have multiple email addresses they can send from. These emails are configured as a outgoing email account in the email module. The majority of the time, they will use one particular em...
    Marciano Ballestero
    last modified by Marciano Ballestero
  • Create a BPM to check Account is not blank for Contact

    We need to implement a process where users cannot create a Contact unless they select an Account. As this is a related field, we do not believe this is possible using standard Studio options.   For this reason w...
    Greg Barrass
    last modified by Greg Barrass
  • Overdue Tasks

    We are aware that overdue tasks are highlighted with a colour in Sugar, however we want to create a report ()that can be used on a Dashboard as well) that shows overdue tasks by assigned user.   We thought this ...
    Greg Barrass
    last modified by Greg Barrass
  • Transfer a related user to an assigned to on a parent record

    We are trying to transfer a secondary related user (Sales Rep) from an account request to be the Assigned To of the parent Account once the request is complete. How would I go about doing this. I have tried looking t...
    scott macleod
    last modified by scott macleod
  • Sugar Cloud Maintenance Scheduled for Saturday, December 14th, 2019

    On Saturday, December 14h, 2019, beginning at 16:00 PST, SugarCRM will be performing maintenance to the Sugar cloud environment. This work will occur during our scheduled weekly maintenance window. Maintenan...
    Ron McCorkle
    created by Ron McCorkle
  • Is it possible to string search the product catalog within the PC Dashlet?

    I am wondering if it is possible to search the product catalog based on description. For example, our Products are named with numbers. If I wanted to find bath towels (which would be in the description) I cant search ...
    Braedon Owen
    created by Braedon Owen
  • Tile view for custom module

    I need to create tile view for Leads module and a new custom module. How can I achieve this? Please help me with the steps for the same.
    Priyanka Kishor
    created by Priyanka Kishor
  • How to set a field equal to another field in SugarBPM

    I'm trying to set up a SugarBPM process that will be integrated with a Customer Journey. The first task in the Customer Journey calls for assigning an Engineer to an Opportunity. The several subsequent tasks have to b...
    Yury Voloshin
    last modified by Yury Voloshin
  • Custom subpanel in v9 (deprecetated since v7?)

    To keep a long story short, this article does not work in my v9 instance (perhaps some custom extension functionality has been deprecated since v7?) Any ideas? Thanks all!
    Nicholas Dohmen
    last modified by Nicholas Dohmen
  • How do you prepopulate to recipient with email address in email compose 

    How can we auto-populate to address with only email address. There is sugar support link which show how can we add record in to address. https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Gui...
    Zeeshan Shaikh
    last modified by Zeeshan Shaikh
  • Second "Attachment" for a Notes Record

    We don't do custom coding... (I'm looking for a way to do this without custom coding)   In the Notes Module, there is a field named "filename" with a Field Type of "File" and a label of "Attachment".   I'd...
    Bud Hartley
    last modified by Bud Hartley
  • How to Apply Sugar Customisations in an Agile Way without Coding

    12/19/19 7:00 AM
    You don't need to fix all your CRM requirements upfront! You can carry on tweaking until your end users are completely satisfied.   Special guests, Emma Stringer and Paul Sadlier share their experiences of Logic...
    Zlatyslava Topchyi
    last modified by Zlatyslava Topchyi
    How to Apply Sugar Customisations in an Agile Way without Coding

    in Partner Corner

  • Filters broken in 9.0.2

    Hello. I have a custom filter in place in Quotes. When you go and create or edit a quote, you have to select a billing account. Then if you want to select a billing contact, in the search drawer I apply this account I...
    Nagy Zoltan
    created by Nagy Zoltan