• 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…
  • Visually mark your Dev, QA and Production servers

    Visually mark your Dev, QA and Production servers

    We have 4 different sets of servers on one of my SugarCRM Enterprise installs. We also have 4 people who do development, QA or Admin work so it is vitally important that everyone is aware of what server they are on. We all move among the servers all day…
  • Code completion in your Sugar development environment

    Code completion in your Sugar development environment

    Code Completion I have finally gotten around to improving my development environment and I chose to start with code completion. I use phpStorm but I think everything here would apply to any editor out there. When Sugar went to the BeanFactory to instantiate…
    • _EditorHelper115.zip
  • Need to send emails from group email accounts?

    Need to send emails from group email accounts?

    Hello Sugar Devs! My name is Patrick Sullivan and I am SugarCRM’s Escalation Manager. I live in Pennsylvania, USA and began my career at SugarCRM in 2015 as part of the Support team. As the Escalation Manager, my job is to drive resolution of critical…

  • SugarBean best practices for working with related records

    This blog by SugarCRM Technical Account Manager and Solution Architect Angel Magana is reposted with his permission. See Angel's Blog: SugarCRM: Related Data Interactions for the original post from Angel's blog. In this post, Angel explains some best…

  • 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

  • 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…

  • Subpanel with external database table

    I am working with Sugarcrm 8 ENT versdion, I want to display values from external ERP as a Sub panel in Accounts module. How can display legacy/external database table values in Accounts module subpanel.

  • The Products "Subpanel" on Quotes

    I need to run a script when an item is Saved on the Quote. So you pick a product from the dashlet, it is added to the SubPanel and then you click on the green button to save it. As it is saved I need to check its 'product_template_id' and if it is one…

  • SQL From the SugarCRM.log file

    I might be wrong but ever since the change over to Prepared Statements the queries from errors or slow queries in the logs have been difficult to use at best. I have had to manually reconstruct more than a few queries. Maybe there is a tool out there…

  • How do you pass information from one JS to another

    Say you had a custom field called "agent_type" so you have a directory called custom/clients/base/fields/agent_type and that directory has agent_type.js in it. Now in that script it preforms some sort of check on the data in this field, say a duplicate…

  • How to do a validation that requires an API call

    I want to add a validation to make sure the email address added to a record is unique. This, of course, requires an API call to go check the current email address to all the others. The problem is, in my validation function, by the time the API call returns…

  • Utility of having leads AND contacts

    I’m wondering about the utility of maintaining both leads and contacts. Up until now the system had 2 modules leads and contacts (contacts essentially being a copy of a lead that has converted), but I’m starting to doubt that we really need this. Leads…

  • How To create Custom Action In 9.X Like 6.5.

    How To create Custom Action In 9.X Like 6.5.

  • Can you gather information from a Meeting and place it into an Advanced Report?

    Hi guys, I have a question...is there anyway to create an Advanced Report for information logged into a meeting for instance? I am trying to create a Custom Query to select the data entered into a meeting but I can't seem to gather the information to…

  • How We can global manage holiday calendar and business hours in sugarcrm 9.X EP

    How We can global manage holiday calendar and business hours in sugarcrm 9.X EP

  • How to change the background color of records in a list view according to the Status Value??

    How to change the background color of records in a list view according to the Status ??

  • How to add two columns inside search field.

    Hello guys After many attempts columns inside the search field not working. So can someone show me how to add two columns inside the search field? As an example from contact module when you select account search filed name then on the search listing we…

  • How to Create custom View In Sugarcrm 9.x EP. ?

    Hi All , I want To create custom View action page like own design and insert Code. within the module like leads.

  • Add meetings from SugarCRM calendar to Google calendar and viceversa, at runtime.

    Can we sync sugarcrm calendar with google calendar? so user can manage his meetings from his google account too. This should be bi-directional. So create, edit and delete meeting can be possible at both sides. Please advised on this.
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