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…

Hello, i want to create relationship between contacts and tags but there is no option for tags please check the attached screenshots. thanks

Hi everyone, We would like to implement that all meetings are also displayed in the subpanel of the accounts that are behind a participant. In the Meetings module, multiple participants can be added to a meeting. However, the meeting should not only…

Hello all, I have a problem converting a lead into the contacts module. Initial situation: A contact "Peter Test" already exists in the account "Test Inc. This contact, however, does not have a mail address. Now there is a request from a lead. The…

Please HELP! How to find the contact ID related with current opportunity module in the record.js file ( custom/modules/Opportunities/clients/base/views/record/record.js ). In other words i just need to get the contact ID which is related to my opportunity…

Hello, on one of my client's websites, we are using Zapier + SugarCRM (Zapier sends requests to Sugar in given situations). Now we want to get rid of the Zapier layer and send requests directly from the website to SugarCRM to create Contacts or Cases…

I'm trying to find some documentation on how to do this. I will start trying to use this endpoint now, but its not clear to me if it will work: <module>/:record/link/:link_name/:remote_id POST But I do not know if it will work. Thanks for some…

Hi Team, My users would like to be able to add other people who have been CC'd on received emails as contacts in the CRM via Sugar Connect. Is there a way to do this? Dave

Hi Team , I am trying to fetch the image of contact . When i tried using below api , I am getting some value on picture field . But I need to get the image using rest api . Let me know if any rest api for this ? Request Url : GET https://sg-vonageqa.demo…

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.…

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…