• Show *all* meetings on contact record page: direct or indirect

    Hello Sugar lovers, 3 of our B2B customers have recently asked for a particular improvement in the way meetings are managed: they need more visibility on meetings per accounts . They need to see all meetings and also report on them: counts per months…
  • Dynamically Hiding Subpanels Based on Record Values not working in Sugar 13

    I have followed the instructions at https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Dynamically_Hiding_Subpanels_Based_on_Record_Values/#Related which has worked in previous version of Sugar. However, in…
  • Contacts/Leads subpanels on Emails module

    (Note, we are still on v11.x Professional On Site, so please do let me know if this behaves differently in v12 Enterprise) When you open a Contact in Detail View you see all the related Emails in the Emails Subpanel. This is not a direct relationship…
  • Improve sub panel management in detail page via tabs?

    Hello Sugar lovers, In some of our projects, certain objects have MANY relationships. This results in sometimes over 15 subpanels on the detail page. While users can sort the panels (have to actually, since you can't force an order system-wide), it becomes…
  • Duplicate Relationships and Subpanels in Cases

    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…
  • Calls Subpanel for Custom Module

    Hi all. If I wanted to use "calls" for a custom module, has anyone done that? I don't want to add a relationship direct as it appears on the call. I wanted to add it to the "related to" box, which you can do by adding it to dropdown called parent_type_display…
  • Can someone tell me what I am doing wrong when creating these subpanels? They are not showing up..

    By clicking on the link you can download the package I created. For some reasons the subpanels don't show up and I can't see what I am doing wrong. Subpanel.zip
  • How Hide SubPanel custom Module on Demand ?

    How is the process to remove a subpanel ?
  • Subpanel opens upwards instead of downwards on chrome browsers

    only since yesterday, and only on chrome browsers, when pushing "create" in the subpanel, the quickcreate opens upwards instead of downwards (or the system doesn't locate the scroll in the start of the quickcreate form). anyhow, when opening a subpanel…
  • How to access an information hold by a relationship in my view / layout / field ?

    Hello, I want to improved the Contact subpanel for the account's module, by including an additionnal CSS property to highlight contact that do not "work" anymore for the account, ie the contacts marked as not primary in the relationship accounts_contacts…
  • Suggestion for remove action buttons from campain log subpanel same as Revenue Line Item subpanel under Accounts.

    Hello Support or Community Manager, I have installed latest sugarcrm 7.7 and get to know that you guys have not enable "Create" or "Select" button on the "Campaign Log" subpanel under any module that subpanel display, which is very good. My suggestion…
  • Customising a modules' subpanels on mobile

    Is there a way to customise which subpanels appear for a module on the mobile site? I would like to remove some of the subpanels without removing the relationships.
  • Remove one of Account's Quote Subpanels

    Hi, In Accounts, we have Quotes (Bill To) and Quotes (Ship To). Our client just wants one. How can I remove one? I've worked out how to remove/hide a subpanel, but when it comes to quotes, I can only manage to hide both at the same time. Thanks. Gary…
  • Change top button return module

    Hi, I'm attempting to change the return module for a top button in one of my subpanels. For example, if I choose to create an opportunity from the contacts detail view, when I save the new opportunity I will be redirected back to the contacts detail view…
  • Sugar 7.7.0.0 - The total count of records in subpanel list views it doesn't work correctly

    Hi, I'm in a demo (SugarCRM Enterprise, Version 7.7.0.0), and I think there is a functionality that is not working correctly. Specifically, the functionality is the total number of records in a subpanel . If we have a subpanel hidden and click on the…