• Is it possible to disable the ability to drag and drop in Opportunities TileView

    Our management wants to restrict users from dragging and dropping in the TileView of Opportunities. Is it possible to disable this feature?
  • How to add Mass Update Function to Opportunities Revenue Line Items Subpanel?

    Hi, I would like to bring the mass update function into the selection array of the revenue line items in the subpanel of the opportunities. Currently the functions "Generate Quote" and "Massdelete" are integrated there: . . . 'selection' => array…
  • 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…
  • Opportunities Likely Field Value changed back and forth hundreds of times automatically

    A User changed the "Likely" field value in "Opportunities" once but it triggered back and forth hundreds of times in few minutes. What could be the possible reason. I am unable to find any clue. The part of Audit Log Screenshot is attached.
  • 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…
  • Opportunities RLI create view

    Hi, we are in the proces of moving a customer to the cloud. After upgrading to the latest version in the cloud (11.2) we noticed some issues with the opportunities module. The Rli create subpanel seems to share the list view options from the default…
  • How to prevent multiple copies when retrieving records in after-save logic hook

    In an 'after save' logic hook, there is a process that checks for any records that match the ID of the Opportunity, and the Special Key of the Revenue Line Item to match the same values in the Quoted Line Item (Special Key - QLI_key_c - is the ID of the…
  • How to show a RLI field value into Opportunities list view?

    Hello Devs! I have spend hours and hours searching for the answer to this question: How am I able to show a Revenue Line Items field value into the Opportunities list view? Want I want to do is show the total value of an Opportunity (saved in…
  • Filter records by created email address

    Looking for filter option on any module by created user's email address. As of now, i am able to filter by created user's id(system generated) and user's name. Thanks in advance
  • Monthly fees in Forecasts?

    Hello community! Since I'm pretty sure, this can't be achieved by Admin-methods, I'm posting this in the developer space. So, here is our situation: We are working opportunities-only in Sugar, which we have related to the product catalog module - so each…
  • How to exclude customer groups in a calculated field?

    Hello, I'm new to SugarCRM and its developing tools. I've built a calculated field in the opportunities module ( sugar 8.0 Professional) and it works fine. ifElse(greaterThan($amount,10000),divide($amount,3),0) --> installment payments should be divided…
  • How to auto populate relate fields data of one module while creating record from relate field

    Hi Everyone, I want to create a record from relate field(custom modules relate field Ex : Enrollment) in Opportunities module and in the create view of record I want to auto-populate the data of other relate fields in opportunities module to enrollment…
  • Showing converted currency value in record view

    Hi On our opportunities page, for one field, we have the base currency and a non base currency. For some fields, it shows the opportunity's currency in a grey box and the value converted into the system's base currency. However I cannot see in the studio…