• Sugar 8 Pro to Enterprise Conversion Upgrade fails - Duplicate entry into SugarFavorites

    So I'm currently working on upgrading our SugarCRM instance. Before proceeding with the rest of the upgrades, I need to convert from Pro to Enterprise. When applying the upgrade, I see this error in UpgradeWizard.log Wed, 30 Aug 2023 19:12:27 +0000 [Upgrader…
  • SugarCRM Ent Version 8.0.0 to 9.X Upgrade

    Hi Everyone, We are using SugarCRM Enterprise version 8.0.0 and we have to upgrade this to 9.X but we found that there are no upgrade packages available from 8.0.0 to 9.X. Does anyone have idea about 8.0.0 to 9.X upgrade packages to proceed with the upgradation…
  • Record view not updating as expected

    Hi, I have a question. We have made some changes to the opportunities module for a customer of ours. On our local installation all seems to work as we would expect and fields are visible on the places we expect them to be. So I made a installable containing…
  • Sugarcrm on Windows using Xamp/Wamp

    Hi All, I am a Linux user for the past couple of years and have been doing SugarCRM dev in Ubuntu. Due to some requirements, I need to set up sugar 9 on window 10. I am using xamp and tried wamp. However, I am facing a weird error and still unable…
  • Add Quote like functionality to the Custom Module

    I need to create a module exactly same as quote module with all functionality of quote module My Custom Module name is "Order Form" Quote & "Order Form" will be related as 1 to Many i.e 1 "Quote" : Many "Order Form" Product and "Order Form" will…
  • Prevent Custom Module Record View & Create View open in App Drawer [Just Like Quote Module]

    By default any custom module when create view or record view is open, it opens in the drawer I want that the create view & record view should be open on the page and not in the drawer Just like quote module when we create a quote it opens on full…
  • How to reopen a case automatically when a new email is received(using Process Definitions)?

    Hi, I'm using Sugar 8.0.3 Enterprise, how can i re-open an existing closed case(Status: Closed) when a new email imported via email to case functionality has the matching Case Number[Case Macro] on the subject ? I note that Emails is not a module…
  • Auto Reply Email setup on Inbound Email settings does not work

    Hi , I've setup an auto reply template on the inbound mail account setup in Sugar, however when an email is received on the inbound mailbox(which is a Group Mail Box ) , the auto response email is not sent back to the sender from Sugar. I thought…
  • How to display Show More records in custom Subpanel

    Hi All, I have one custom subpanel in contacts module. All the record values for that subpanel are coming from other services using REST API's and also we are not saving those records in DB as well. I have overridden the filterRelated function in clients…
  • How to search Process Management by record name?

    Hi, thanks for taking the time to look at this query. When troubleshooting Process Definitions, the Process Management page is very useful under /#pmse_Inbox/layout/casesList However, with 80k processes, you cant rely on "next 20 records" to try and identify…
  • Custom Dependency on Decimal Field

    Hi, I have a `total_cost` that is a currency field. I need to create a custom dependency on other field based on this `total_cost` field. Consider there is a field `limit` that should be required/visible if the `total_cost` field is greater than 5000…
  • Change Event within the Record List View

    Hi Everyone, I'm looking for a way of capturing the Change Event within the Quote Stage Drop Down list on the Quote Record List i.e. www.example.com/#Quotes I have been able to successfully detect the change using the hasChanged method ie.: self . model…
  • set sugar crm on local machine for free trial ?

    https://store.sugarcrm.com/download always pointed me to the profile page when I tried to setup on local . I am just trying to use for trial/ free purpose . is it possible , or do i need to purchse ?please suggest
  • Reports: Filter by related record count

    Hey Folks, I would like to create a report with a criteria based on related module record's count. For example, we have Accounts and related Opportunities, each Accounts have "N" number of opportunities related. Here, am trying to get all Accounts which…
  • How to fetch the details Accounts database table and list in an custom module

    Hi All I have a requirement of list the Accounts module details in an custom module and filters out the data. How to Create a custom module that fetch details from the Accounts module table in the same database ?
  • Which CMS is best for using with SugarCRM?

    Hello! Does anybody here gave good experience with a CMS-System to connect with SugarCRM? Is there a CMS-System which is better to connect with? Maybe someone can share his experience with it. We want to transfer data from the CMS-System to SugarCRM which…
  • How to remove append contact multi email Save.

    How to remove or restrict multiple email insert in contact create . or I want to make Normal email field contact module. save only single email remove multi email save features or plus button. Thanks Mack
  • How to remove/disable by permanently sidebar pane (right side Dashboard) in Sugarcrm 9.1 from list view and Record View to all Module

    How to remove/disable by permanently sidebar pane (right side Dashboard) in Sugarcrm 9.1 from list view and Record View to all Module. sugar10. sugarcrm 9.1 developer preview developer
  • How To Remove List View Edit Button Based On Condition..?

    Hi All, How to remove list View Edit Button Based On Condition..? sugarcrm expert sugar developers
  • Unable to turn off TRACKER - support unable to help :(

    Hi everyone, We have a customer (on-site) using Ent 9.0.3, who must have their Tracker function in Sugar turned off (for compliance reasons). Using the checkboxes in Admin > Tracker doesn't stop the tracker from running. You can test yourself, it's still…
  • Relate Field Custom attribute

    Hi Everyone, I did some poking around but couldn't find anything directly related to this. Is there a way to create a field that stores a custom attribute that's related to another module? Scenario: I have a relate field(Users) on the opportunity module…
  • Show Fields of Any Module in a Custom View

    Okay, so this is a pretty advanced level question (I think) and only people who have really worked in depth with SugarCRM might be able to answer this. What I am trying to achieve is this. I want to load and render all (or selected) fields of any module…
  • Condition for Product Search In All Modules

    how to inactive a product(Disable A Product For All modules Based On Condition ) in sidecart view and also in search in 8.x version. hats Francesca Shiekh Alex Nassi here i dont want to show a product based on condition..
  • Has anyone made it so that you can search by the TO address in emails?

    I just want to search by the TO address to see all emails that came in to a specific sales person. I cant seem to do it in either the ListView or a report. Has anyone ever successfully done this. I am thinking about adding my own relationship but I am…
  • Remove Global Team from all the modules

    Hello Everyone, I am working on SugarCRM Enterprise, Version 9.2.0-dev.1 (Build 120) (Fall '19). I have to remove Global team from all the records which I have in SugarCRM all modules. Earlier I was thinking about deleting team id of Global Team (i.e…
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