• Role-based dropdown not working

    We have a need for role-based dropdown control around the account_type DD   Sugar introduced Role-based dropdowns circa version 7.6 and an issue was raised in August 2017 (that is over 2 years ago) - Bug 79265 &...
    Neil Conacher
    last modified by Neil Conacher
  • How do I Auto Populate a Custom Relate Field when Creating a Record from a Subpanel?

    Hi all,   I'm attempting to populate a custom relate field (primary_contact_c) when creating an opportunity from a contact using the subpanel; the relate field in the opportunity should be populated with the con...
    Ian Trzoska
    last modified by Ian Trzoska
  • Quick Tips: Email Design

    Although there are several factors that affect your overall email campaign performance, the basics start with design. Let's focus on the important design decisions that you need to make for each message to drive maxim...
  • Re-add the ability to group subpanels into tabs

    score50
    Active
    10 votes
    A related feature that has also been removed is ability to group subpanels into horizontal tabs. Helps reduce too much vertical scrolling. Note: This topic was created from a reply on the How do I reorder the subpanel...
    Vin3 Vin3
    last modified by Vin3 Vin3
  • Sharing a filter for the Dashlet on SugarCRM 9.0.1

    Sharing a filter for the Dashlets is available on SugarCRM v9.1, which is only onCloud solution now. Is there any flexible way to share Dashlet's filter in a native Sugar 9.1 way, using SugarCRM 9.0.1 onPrem? So after...
    Dmitrii Mikhalchenko
    last modified by Dmitrii Mikhalchenko
  • Ability to share filters with other (specific) users

    score30
    Active
    6 votes
    Kristjan Geir Mathiesen has already teasered it in Add "current user" as an option for "Assigned to" in filters and I'm going to pick that thread up, since there seems to be no "official" idea about it ...
    Julia Weinhold
    last modified by Julia Weinhold
  • passing a dashboard to a colleague

    I created a dashboard with 4 dashlets. The two on top are bar graphs (one budget forecast , the other turn over YtD). The 2 dashlets below the graphs are shortcuts to the report on which the two graphs dashlets are b...
    Hugo Geyskens
    created by Hugo Geyskens
  • Mobile App Crashes - Quota has been exceeded

    By using the SugarApp from the offical AppStore (iOS) the App went into an "internal error". I was able to locate the problem by checking the App's Log: [ERROR] FATAL[2019-10-10 12:16:28]: The quota has been exceeded...
    Kevin Bleuel
    created by Kevin Bleuel
  • How to correctly retrieve beams from a module.

    Hi, thanks, I was wondering if someone has got this case. I have a module called bookings and a relationship with another module bookingdetails. The type of relationship is one to many. I'm trying to retrieve the re...
  • Custom phone call fields won't show in preview of a completed phone call

    I reached out to Sugar Support and apparently it's a bug they don't yet have a fix for. They recommended that I reach out to the community to see if a customization can be created to address this issue....
    Kayla Ebert
    last modified by Kayla Ebert
  • Integration of LiveChat - Subpanels are not shown

    Hi!   I installed the module of LiveChat and it works so far, as I can create leads, contacts, accounts und opportunities directly fom the chat application   The problemis, that the module itself in Sugar ...
    Michael Scheiwe
    last modified by Michael Scheiwe
  • Website Live Chat Options for SugarCRM...

    Hi everyone.   We have a customer who is interested in leveraging a website 'live chat' feature on their website, however, would like this to be integrated with Sugar.   With so many available, and the spe...
    James Banbury
    last modified by James Banbury
  • How to update a field in an after_save logic hook?

    Hello all, I have created a custom field to hold an autoincrement value for each record in the module. This works ok. I would like to use this number as a part of the name of the record. So, I have created a logic_h...
    Jaume Albaigès
    last modified by Jaume Albaigès
  • Adding tags to opportunites I don't own

    Hi,   I am trying to add tags to opportunities that I don't own so I can track them. I am not the overall opportunity owner or the line items; nor even a team member.   In SalesConnect you could add a tag...
    Scott Kimbleton
    last modified by Scott Kimbleton
  • Cases and Account relationship is not working in sugarcrm if we create Case from Contact Screen

    Hi All,   When we are creating cases from contact screen through case subpanel, cases and account relationship is not working. We are not able to see accounts mapped to any case. We are following below mentione...
    Yashgeet Saluja
    last modified by Yashgeet Saluja
  • SugarCRM Mobile SDK iOS build issue

    Getting this error while building the App in xcode "No known class method for selector 'getAppConfigItemWithKey:'" Swift Version: 4 and Xcode 10.2
    Kunal Choudhary
    last modified by Kunal Choudhary
  • Filter results of list view based on custom value

    Hi, Does anyone know how to filter results on the list-view based on a custom value on view load?   Thanks, Shrikant
    Shrikant  Borkar
    last modified by Shrikant Borkar
  • Job failed in CRON run (7.5)

    I added a job to the scheduler which runs every day at 3am. I tested the job without the scheduler and it works without any problems. I also configured cron correctly, it starts every day at 3am. But it never did anyt...
    dominik.kohout@log.at
    last modified by dominik.kohout@log.at
  • User's email returned from any API?

    I am testing the API's and found that the user api (https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_7.9/Integration/Web_Services/v10/Endpoints/Users_GET/) doesn't return the user's ema...
    Sahaj Dhingra
    last modified by Sahaj Dhingra
  • 60 second delays in loading SugarCRM 9

    I have a SugarCRM 8.0.1 that runs perfectly.   I have 2 DIFFERENT SugarCRM 9.0.0 instances (Backups from OnDemand from 2 different customers of mine) abd have these huge 60 second delays while loading.  Bot...
    Kenneth Brill
    last modified by Kenneth Brill