• Import Duplicate Detection with Related Fields

    I had a non-db field added to the duplicate check screen on the import process, but that field no longer displays. It was made up of the first_name,last_name, and account_name fields. This no longer appears on the duplicate check dialog. I then created…
  • 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…