• block opportunity creation without contacts

    I want to force the users to add contacts to all opportunity created. The opportunity should not save without a contact added. Also, is there a way to bring contacts to the primary panel of opportunity so it becomes a mandatory option?
  • How to show meetings in every Invitee related Accounts Subpanel

    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…
  • Filter users ans contacts relationship

    In the meetings module, there is a Commitments sub-panel. When I add a commitment I must have a field that takes the participants (filter) of the meeting. I can't seem to find a solution for this request. I need help.
  • Import Duplicate Detection with Related Fields

    I had a non-db field added to the duplicate check screen on the import process, but that field no longer displays. It was made up of the first_name,last_name, and account_name fields. This no longer appears on the duplicate check dialog. I then created…
  • How to retrieve a Contact linked to an Opportunity via REST API?

    I'm using GET /rest/v11_16/Opportunities/{opportunity_id} to get a Particular Opportunity back, yet I don't see that there is any Contact related info in the response. The response is below: { "id": "aec8b61c-48b0-11ed-9a88-02d60046d9de", "name…
  • Account Name in Opportunities and Contacts module becomes empty and then again set by Logic Hook certain times

    We have Sugar Custom integrations with Outreach and other Apps. The Account Name in Opportunities module changes to empty value and then again set by a Logic Hook when some other record field is updated. Sometimes it happens even if nothing is updated…
  • Linking Existing Contacts with existing Opportunites via Import

    I'm new to SugarCRM, but I got it done quickly to import records like Account, Contact, Opportunity, Product and Employee. But in my old CRM system we have on each Opportunity an assigned customer contact. As far as I understood this will be handled in…
  • Contacts many_to_many relationship with Users - how to use?

    If you navigate to Admin -> Studio -> Contacts -> Relationships, you will see that Contacts has a many-to-many relationship with Users. I cannot access a contact's users via the API. I've tried `Contacts/:id/link/users`, `Contacts/:id/collection…
  • REST API - "fields" param brakes returned dataset in some situations

    Hi, I think something does not work right with "fields" param ( https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_9.0/Integration/Web_Services/REST_API/E… ). It works as expected when I use "fields=title": → curl -s -H …
  • How to easily add email to contact via API?

    I need to add emails to contacts. But I wasn't able to find out how to do it in a convenient way. Now when I want to add an email address to a contact, I have to call three endpoints. 1 - I need to call POST /EmailAddresses to get the email address's…
  • Migrating from 6.5 to 7.9 - custom/module/Contacts doesn't work more

    Hi, we performed a migration from 6.5 to 7.9. Our installation of sugar has a lot of custom modules, and fortunally all of this seems to work fine. The issue that we got instead is in the customization of Contacts module. In custom/modules/Contacts/ we…
  • Create Email (compose.js) - how do I access the pre-populated contacts from the render function?

    Hello, For context: I am attempting to extend compose.js to set up some default values based on the number of contacts initially added. I am creating the email from the email subpanel on a case, which adds the case contacts into the email recipients by…