• Create Pop up where I can enter some description and click on continue

    On click of button , I want a pop up dialog box where I can write some description and then click on Continue. Please help me here . Sugar CRM version used : 10.3 Enterprise
  • Improve Task Contact Name With Account Validation

    Users would like to validate that they have the right Task Contact Name by verifying the Account that the Contact is in. Initial solution was to add a calculated field to the Task that showed the Contact Account based on the Account related to the Contact…
  • Change Contact Record View "Copy Primary Address..." Text

    Is there a way to change the standard text "Copy primary address to alternate address" to something that matches the names we have given these two addresses in the Contact module?
  • How to find existing duplicate records on 'Name' but with different ID's

    Hello, A brief history is that over the years we moved systems a couple of times. Now we are in Sugar CRM Ent Cloud v10.2 and have automated our serial number module import. So going forwards this should not be an issue... But, duplicate serial numbers…
  • Best practice for trigger a process definition after a long period of time.

    Hello, I hope you are all well. I have a request from my business to update a field on the contact record after 120 days, simple enough, so I thought. My first thought was to create a Process Definition to look for the event and wait 120 days. But I had…