• How to search Process Management by record name?

    Hi, thanks for taking the time to look at this query. When troubleshooting Process Definitions, the Process Management page is very useful under /#pmse_Inbox/layout/casesList However, with 80k processes, you cant rely on "next 20 records" to try and identify…
  • 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 suggest
  • Report section not working after extending sugar endpoint ReportsExportApi

    Report section not working after extending sugar endpoint ReportsExportApi. Mike Russell Getting error => Export Type Does Not Exists My code is, require_once ( 'modules/Reports/Exporters/ReportExporter.php' ) ; require_once ( 'modules/Reports/templates…
  • Which CMS is best for using with SugarCRM?

    Hello! Does anybody here gave good experience with a CMS-System to connect with SugarCRM? Is there a CMS-System which is better to connect with? Maybe someone can share his experience with it. We want to transfer data from the CMS-System to SugarCRM which…
  • How to remove append contact multi email Save.

    How to remove or restrict multiple email insert in contact create . or I want to make Normal email field contact module. save only single email remove multi email save features or plus button. Thanks Mack
  • How to remove/disable by permanently sidebar pane (right side Dashboard) in Sugarcrm 9.1 from list view and Record View to all Module

    How to remove/disable by permanently sidebar pane (right side Dashboard) in Sugarcrm 9.1 from list view and Record View to all Module. sugar10. sugarcrm 9.1 developer preview developer
  • How to Use REST API ? and what are the Endpoints for Sugarcrm for Enterprise edition ? for User Management

    I am looking for API which will handle User Management endpoints. example - Create User, Delete userr, assign roles to the user etc. please suggest. thanks in advance !
  • Has anyone made it so that you can search by the TO address in emails?

    I just want to search by the TO address to see all emails that came in to a specific sales person. I cant seem to do it in either the ListView or a report. Has anyone ever successfully done this. I am thinking about adding my own relationship but I am…
  • The Products "Subpanel" on Quotes

    I need to run a script when an item is Saved on the Quote. So you pick a product from the dashlet, it is added to the SubPanel and then you click on the green button to save it. As it is saved I need to check its 'product_template_id' and if it is one…
  • SQL From the SugarCRM.log file

    I might be wrong but ever since the change over to Prepared Statements the queries from errors or slow queries in the logs have been difficult to use at best. I have had to manually reconstruct more than a few queries. Maybe there is a tool out there…
  • How do you pass information from one JS to another

    Say you had a custom field called "agent_type" so you have a directory called custom/clients/base/fields/agent_type and that directory has agent_type.js in it. Now in that script it preforms some sort of check on the data in this field, say a duplicate…
  • How to do a validation that requires an API call

    I want to add a validation to make sure the email address added to a record is unique. This, of course, requires an API call to go check the current email address to all the others. The problem is, in my validation function, by the time the API call returns…
  • Utility of having leads AND contacts

    I’m wondering about the utility of maintaining both leads and contacts. Up until now the system had 2 modules leads and contacts (contacts essentially being a copy of a lead that has converted), but I’m starting to doubt that we really need this. Leads…
  • How To create Custom Action In 9.X Like 6.5.

    How To create Custom Action In 9.X Like 6.5.
  • Can you gather information from a Meeting and place it into an Advanced Report?

    Hi guys, I have a question...is there anyway to create an Advanced Report for information logged into a meeting for instance? I am trying to create a Custom Query to select the data entered into a meeting but I can't seem to gather the information to…
  • How We can global manage holiday calendar and business hours in sugarcrm 9.X EP

    How We can global manage holiday calendar and business hours in sugarcrm 9.X EP
  • How to change the background color of records in a list view according to the Status Value??

    How to change the background color of records in a list view according to the Status ??
  • How to add two columns inside search field.

    Hello guys After many attempts columns inside the search field not working. So can someone show me how to add two columns inside the search field? As an example from contact module when you select account search filed name then on the search listing we…
  • How to Create custom View In Sugarcrm 9.x EP. ?

    Hi All , I want To create custom View action page like own design and insert Code. within the module like leads.
  • Add meetings from SugarCRM calendar to Google calendar and viceversa, at runtime.

    Can we sync sugarcrm calendar with google calendar? so user can manage his meetings from his google account too. This should be bi-directional. So create, edit and delete meeting can be possible at both sides. Please advised on this.
  • PCI Compliance

    I am a little disappointed that in 2019 this isn't addressed in core code yet but before I open up PHPStorm I thought I'd ask if anyone has addressed any of these items yet - Users can reuse previous passwords, so even if I force it they can just enter…
  • HOW TO - Cleanup your UPLOAD directory

    I've seen this question asked a lot and never seen any answers. I found a way to reduce the size of my on-site "uploads" folder by almost 30GB. Thats a lot of recovered file system storage especially if you perform regular backups of your file system…
  • Code Completion with BeanFactory

    I have hated that code completion for field names and relationships doesn't work in PHPStorm when using BeanFactory and while I have found a hundred "workarounds" over the years none have really been great. This one is pretty close. See the video to see…
  • How to get only selective information in profile API

    We are using https://<sugar_instance> * ramaraj.karuppusamy to get the current user profile. But it returns complete info of the user which includes preferences, modules, acl, etc . Is there a way we can get only selective information(We should be able…
  • Making studio a little easier to use

    I am combining several custom modules back into stock modules, so I have many duplicate fields and relationships to put on views. My issue is mostly with one-to-many relationship fields but there are also several places where fields have similar or exactly…
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