• How to add a contact into an opportunity based on the client only using Studio or BMP (or both)?

    Hi, everyone! I would like to know how to relate a contact to an opportunity automatically based on the customer. The scenario is this one: The user creates its Opportunities via the Quote record, the quote record only has the Account related to…

  • Implement Picker, wich shows Accounts related to a parent record

    Hello all, I would like to implement the following scenario: There is module 1, which has an 1:n relationship with module A and also an 1:n with module B. Module A has a relationship to the accounts n:1, so several records from module A can be linked…

  • How can I retrieve fields from related records in a REST filter POST request?

    I'm using the filter endpoint to retrieve some fields from matching Contacts. Specifically I'm doing a POST to the {URL}/rest/v11/Contacts/filter endpoint. In the body I include the fields as follows: "fields": "id,name,description" That works great.…

  • View Render Failed Error on Account record for Regular Users only

    Whenever a Regular User opens an Account record, an error message pops up that looks like View Render Failed Failed to render a viewPlease contact technical support. Another question asked here from 2 years ago said that this was a Javascript error and…

  • Error when I save a record

    Hi, I'm working with Sugarcrm 7.6 pro and I have a big problem when I save a record with the regular user but not with the Admin user. When I try to save an Account or a Contact record, sugar stops me with this error " There was an error while connecting…

  • How do I retrive the member accounts relationship with Bean?

    As the title suggests; I try to retrive the relationship that account have to itself. I have done this using the API (Accounts/link/members) but now I want to do this by using Beans. So, how should I proceed? I've tried the following without success:…