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Questions tagged [sugarcrm]

Questions concerning customization and development within the customer relationship management software "Sugar" by SugarCRM Inc. In order to receive more useful answers quicker, it's strongly recommended to specify the edition and version of the Sugar instance(s) in question, as there are significant differences between the different releases and derivatives.

SugarCRM is a software company based in Cupertino, California. It produces the web application Sugar, a customer relationship management (CRM) system.

SugarCRM's functionality includes sales-force automation, marketing campaigns, customer support, collaboration, Mobile CRM, Social CRM, and reporting.

The company operates a number of websites, including its commercial website Sugarcrm.com and Sugar Exchange (for third-party extensions), and user forums. As of 2017, SugarCRM reported two million users.

In February 2014, in a blog post that provoked a strong reaction from the development community, SugarCRM announced that they would no longer be releasing new open-source versions of their Community Edition application; from now on this would be a bug-fix-only application.

Site: https://www.sugarcrm.com/

Useful resources:

Documentation

SugarCRM Documentation

SugarCRM Community Edition Documentation

Help Forums

SugarCRM Community

1722 questions
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Integrating SugarCRM with Microsoft Exchange Server

What I need is a connector for integrating SugarCRM with Microsoft Exchange server. I am using SugarCRM CE 6.0.2
Gaurav Sharma
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need help to understand this PHP api and access it using Ruby

Here is the documentation for the SugarCRM 5.5 API: set_relationship http://developers.sugarcrm.com/docs/PRO/5.5/Developer_Guides/-docs-Developer_Guides-Sugar_Developer_Guide_5.5.1-Chapter%202%20Application%20Framework.html#9000526 This is the gem…
Satchel
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how to display specific account records in popup in suitecrm

I've created one 'account_category' field in account module. It is dropdown and have following options: principle customer supplier manufacturer I created Account relationship with Opportunity module. In the Account popup i want to display…
siddaramesh
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How To Implement "Territory" Concept in SuiteCRM

I'm using SuiteCRM and I've created five Users. How can I structure those Users in a hierarchical levels? Sales Manager user1 user2 Production Manager user3 Sales Manager and Production Manager are also Users. Here user1 and user2 should be…
siddaramesh
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How can I have Jenkins fail a build only when the number of test failures changes?

We've customized a product which includes their own phpunit test suite. In Jenkins, I have two jobs setup: the first runs our own test suite that covers our customizations, and the second job runs the existing core unit tests. The core unit tests…
jwh
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SugarCRM related Field

I have sugarCRM 6.5.20 OnDemand. I am in the Studio. I have a 1:1 relationship from Leads to Leads. I am trying to get the Primary Email address of the related Lead and display it in a calculated field. It seems like the calculated field formula…
user35201
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Where can I find the names of default relationships in SugarCRM?

I've been stuck a while because in a Cases logic hook I couldn't load contacts_cases relationship as I did with another custom relationship, like this: $bean->load_relationship('cases_lines'); $lines =…
lyisia
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How to integrate web services with custom module in SugarCRM?

I'm using SugarCRM to develop a software for customers management. I created a custom module from basic template with custom fields. Is it possible to get rid of SugarCRM db and perform CRUD operations through external web serivices? Actually I was…
scatolone
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SugarCRM how to get all module fields list with details

I am developing custom module which needs to get list of all fields with details (relations, other attributes) of other modules. Problem occurs when I use other developers custom modules. I used $dictionary but not always all module fields is…
Orbitum
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Show related module records that have a matching email address in a SugarCRM SubPanel?

We have 2 modules in SugarCRM. Module 1 = Built in Contacts module Module 2 = Custom module called QMS module. We would like to be able to create a new contact user record in the contacts module and then have a subpanel in that contacts module…
JasonDavis
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How to Customize Sugar CRM export

I have created custom module in Sugar CRM. The data / lead to this module is coming from web-forms. When I export leads of this module to the excel sheet then I get all data in excel sheet. But I don't want all data to be exported. Any idea how to…
Revansiddha Parit
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Where should we need to change to show or hide the module from menu without using ui in Sugarcrm

I'm working on sugarcrm, I just want show/hide a particular module I created from top module menu without using the user interface(studio controls). At least want to know that whats happening behind the screen(what sort of code is triggered) when we…
Pramod
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suiteCRM email field doesn't appear in chrome

In a suiteCRM system freshly installed the email address field doesn't appear when creating a new contact or account. This problem doesn't occur in FireFox , but it appears in chrome and Safari!
imdhemy
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sugarcrm: adding extra fields to a relationship

I am playing around with SugarCRM CE 6.5.16. I've created 2 modules with the module builder: Club and module (to make it a bit confusing, the module is actually called module :)) These 2 are related to each other so that I can show that a certain…
ErikL
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2 answers

Multi-tenancy in SugarCRM

I am looking for a multi tenant solution with sugarcrm. Please note that,I don't like to go with creating multiple Sugarcrms instances. In fact, I want to offer a solution for multiple organizations with different contacts, clients ... etc. I am…
edaklij
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