• 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…

  • 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.…

  • 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…