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    Hi team, I'm trying to design a fairly simple process that will do 2 things: Send an email to the assigned user when opportunity expected close date is 8 days away Send an email to the assigned user when opportunity expected close date was yesterday…
  • how to schedule custom date difference calculation

    Previously we would have used workflows for some of this. But they will be deprecated next year. And they only update on save, and would not calculate things that we want, each day. So we need to use a scheduled task. The goal is to create pretty funnels…
  • Default values not working

    Hi, I am using SugarCRM version 7.5.2.3. I have set default value for a 'date' field as 'today'. But the field still shows only blank space. I have tried 'Quick repair and rebuild', cleared browser cache etc. But the issue still there. I have also tried…