• Reports: Account Name in Contracts Module

    Hello! I am trying to build a report and I need the account name field from my contracts module. I see in other reports (not built by me) that getting the account name was possible by doing Contracts -> Account Name -> Name. However, in the related modules…
  • 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…
  • How to get relate contact ID in the opportunities module record.js?

    Please HELP! How to find the contact ID related with current opportunity module in the record.js file ( custom/modules/Opportunities/clients/base/views/record/record.js ). In other words i just need to get the contact ID which is related to my opportunity…
  • Change Relate Field Value (Default is name field from selected record)

    Hello, What i am trying to achieve is that I have a relate field which is related to Products module. when i select any record from this field i can see the name of selected product in the record field. But i want that when i select any record in relate…
  • display fields from related record on Email Template

    Hi, I'm wondering if this is possible in Sugar? I came from SFDC and had used this function for a lot of my email templates during my SFDC days. Going into Sugar, I wanted to know if it's possible to display fields from related records on email template…
  • Show only records related to another module

    Hello, First of all, I'm using SugarCRM CE 6.5.24 I've created a custom module, called "Time Sheet", it has the following fields: Accounts and Project are "relate" fields. My question is, how to show projects that are related to the selected account …