• how to connect a lead information page in to scrm lead

    how to connect a lead information page in to scrm lead
    Vignesh babu
    created by Vignesh babu
  • need to change Profile email address at community.

    I have recently started being active on Sugar Community, it is having my gmail account email address, how I can change it to my offical email address ie ashish@outrightcrm.com. Not seeing the option to edit the email ...
    Ashish Dwivedi
    last modified by Ashish Dwivedi
  • Recovering deleted records

    Hi,   I'd like to ask a general question regarding best practices. In cases like when a client mistakenly deletes a record from any Sugar module, such as Accounts, what is the best way to go on about recovering ...
    Samuel Kim
    created by Samuel Kim
  • Heads-Up regarding emails in Processes in Release 9.1.0

    I had a little surprise this weekend with release 9.1.0 that I'd like to share:   For "send email" in the BPM in in release 9.0.1 and prior, you could start to type the name of a user in the "TO", "CC", or "BCC"...
    Bud Hartley
    last modified by Bud Hartley
  • New Video: The new Sugar and Summer '19 Release

    SugarCRM's Summer '19 (9.1) release is now available!! This is a big release for SugarCRM as we've rolled out some new products as well as some great enhancements for our Sugar Professional and Sugar Enterprise c...
    Brieanne Rowe
    last modified by Brieanne Rowe
  • [2019-08-16, 16:59 UTC] Known Cloud Issues - Sugar Cloud US 02

    We are currently addressing an issue in our cloud environment where instances hosted on the ondeamandus02 stack are currently experiencing performance issues. For information on identifying the stack where your insta...
    Rudolf Gati
    last modified by Rudolf Gati
  • 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
  • Merge does not display correctly in browser

    If this has already been asked and answered please point me in that direction.   I'm using Sugar Professional 9.01 and this occurs with I.E, Edge, and Chrome.   The issue I'm seeing is that when merging re...
    Garry White
    created by Garry White
  • Sugar Mobile endpoint call

    Hi, This is my question. It's for the mobile part. It's possible to call an endpoint from cordovapost.   Something like this, I can't find any reference or documentation to this. In this example from sugarmob...
  • SugarCRM New Product Line Technical FAQ

    In response to the recent evolution of the SugarCRM product line, we’ve compiled a list of answers to some common questions that we have received from the developer community about our new products. This FAQ wil...
    Michael Shaheen
    last modified by Michael Shaheen
  • PowerBI content pack for SugarCRM

    score65
    Active
    13 votes
    Currently PowerBI has a content pack for Salesforce and Microsoft Dynamics. Having a plug-and-play content pack for PowerBI gives a lot more visibility across the organisation.   There's plenty of stats tha...
    Alan Apter
    last modified by Alan Apter
  • delete converted lead

    If I have a lead that has been converted to a Contact can I delete the converted lead if there are notes attached to the lead and leave the contact?
    Sheila McPhail
    last modified by Sheila McPhail
  • With the Sugar CRM (6.5 version) How to do the multiple text search inside module for description or the names?

    The sugar CRM vesrion is 6.5 , I Want to do the multiple text search inside module ,can anyone came across this? I have try to use the wild card search but not able to get the results? Other than elastic search any ...
    Chandan KC
    last modified by Chandan KC
  • Error on screen when saving Opportunity record with email field

    Hey All!   I have attempted to add an email field to the Opportunities modules following this Cookbook Article in the Developer Guide, and I am getting a "HTTP: 500 Internal Server Error" loaded to the screen. T...
    Christopher Heyman
    last modified by Christopher Heyman
  • show notes contents in case admin

    I was wandering if there was a way to show a notes content which are attached to a case whilst in the admin area. Similar to how notes are viewed in the sugar case portal when you open a case. Sugar said its poss...
    john Fieldsend
    last modified by john Fieldsend
  • Can I search Historical Summary?

    I am looking for some specific notes from an Account. There are hundreds of entries for the Account from Calls, Notes, Meetings, etc.   I'd like to be able to bring up that Account, go to the Historical Summary,...
    John Kitsmiller
    last modified by John Kitsmiller
  • Mobile version not executing field validation

    SugarCRM Professional 9.0, On-Premise. Mobile access is through the {siteurl}/mobile version, we use Citrix EMM/MDM and still waiting on wrapping the native app   We've run into a large problem recently, we depl...
    Matthew Heinzel
    created by Matthew Heinzel
  • Can SugarBean access custom fields without using the "_c" ending?

    I have an after_save logic hook in a custom module where I'm setting the value of a field called rate_actual equal to the value of a custom field called engineer_rate_c. But, there is a typo in the code where I forgot...
    Yury Voloshin
    last modified by Yury Voloshin
  • Add notes to custom module

    Hi all, we had a developer add a custom module Feature Keys (holo_FeatureKeys)  to our Sugar Ent 9.0. I now need to add notes support to this module.   Using studio I created a relationship one-to-many in t...
    john Fieldsend
    last modified by john Fieldsend
  • Only show team contacts

    Hi all,    Sorry if this is an easy fix but still learning sugar. We have ENT 9 cloud and have setup a sales team and allocated them views of required modules however our contacts module has contacts for a ...
    john Fieldsend
    last modified by john Fieldsend