Hello! We have Zoom Info (ZI) and Sugar integration via Sugar Connect. When a Sales rep imports a contact, it doesn't catch duplicates. ZI is telling us to turn on list and export capaibilities. We DO NOT want to do this b/c we don't want our people exporting…
Dear SugarClub Members,
We have a number of duplicate relationships in the Cases module. These relationships may have been created in Studio but are now not able to be removed from Studio.
With the duplicate relationships, it has also created…
Hello Devs,
I would like to customise the duplicate function and expand the fields that are also copied when duplicating. To my knowledge, this is not documented. I have seen different approaches, but I am unsure how to proceed here and therefore ask…
Hi all,
I added a new file custom/clients/base/views/merge-duplicates/merge-duplicates.js to my code to extend the Merge Duplicate Process with some logic. My logic is running fine, but I also want to display an Alert message for the user before my…
Hi , what is the right way to create a bean from another existing bean ? in other words, how to duplicate bean in sugar in PHP. i want to keep relationship too.
When saving a new lead and there is another lead with the same email, i get the Duplicate screen, with a table of the leads that have the same email. but the email column is not shown - only the first name, last name and title and the headline doesn't…