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  • DocMerge Tips & Tricks – June 2025

    Brie Rowe
    Brie Rowe
    Our June Social Club session on June 12th focused on DocMerge , SugarCRM's dynamic document automation tool that helps users streamline and personalize document creation using real-time CRM data. Whether you're building proposals, contracts, or account…
    • 5 months ago
    • Social Club
    • Social Club Recaps

  • RE: Default RLI field based on parent Opportunity

    Vincent Amari
    Vincent Amari
    hi Dave Hodgman Ah, in that case a BPM will do the trick. I've attached the BPM for you to import. I used the standard 'Next Step' text field instead of 'branch' so just change that to yours in both the 'Satrt' criteria and the 'Action' settings and…
    • over 3 years ago
    • DevClub
    • Dev Answers & Best Practices