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

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SugarCRM removing initial welcome and information entry screen for new users

When user initially signs in, they are presented with many Sugar advertisements and information screens to fill out. Can we configure out this not to show the user and directly go to home screen. The similar question is posted in SugarCRM forums…
AjayR
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"No such index" error in ElasticSearch controller when loading custom module

I had created a bunch of custom modules bundled in a single package on a SugarCRM 8.0.0 staging instance. In order to migrate these modules I decided to publish the package so that I could have an installable zip uploaded to another instance.…
Muhammad Hamza
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SugarCRM Language Translation Files

Is there a way to limit SugarCRM to just one language (us_en)? Right now everything we do generates 40+ language files which we'll never use. It makes finding things in the folders very difficult. After removing all the languages except en_us my…
Dan
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Sugarcrm 8 XSRF

I've backup of ondemand instance for sugarcrm version 8.0.0 Enterprise Edition It works normal for CRUD records and other stuff, but when I try to upload module via Zip it gives me following error Cross Site Request Forgery (XSRF) Attack…
Indrajeet Latthe
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Hide modules from current user in the navigation bar in Suitecrm

I am right now using LDAP authentication for adding user in Suitecrm. In normal course when the user is added to the system we can assign him roles during creation and also hide some modules which are enabled for him, in his portal . With LDAP…
surefoot
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get content of some tags inside a variable

var a = $('#txta').val(); console.log(a); result is complete html code from this url Now I want to get content of all #artikal-naziv tags (there are 96) var b = a.find("#artikal-naziv").text(); console.log(b); Result: Uncaught TypeError: a.find…
qadenza
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SuiteCRM: How do i add JS to my custom Field

So I have a custom field which is basically a Bool field that hides and shows a dropdown. This is not just one custom field. I made a Field Type like Dynamicenum or Address so i can manage it via Studio. Until now i had my js code (to hide and show)…
Velrest
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how to create a new theme for SugarCRM 6.1.0

I want to create a new theme Sugar CRM 6.1.0. I have copied the default theme but resources like js,css still coming from default theme. I have changed the default theme in config.php.
Avinash
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SuiteCRM metadata for SAML Authentication

I am trying to integrate SAML authentication for SuiteCRM 7.8.5 version. Have set up the Login URL, SLO URL and X509 Certificate in the Password Management page.I also have a Shibboleth IDP installed on another server and need the metadata of the…
anoop
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How to find record id in aftersave hooks logic-SuiteCRM

I am doing some API calls in aftersave hooks logic.One thing i need to get the Id of saved record from DB to redirect user to edit view if any error occurs in hooks class. This my error code to redirect user but i need the record id: function…
Kamran Ahmed
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Suitecrm - php code in pdf template

I want to add a php code in my pdf template. Here is my use case First is I have a dropdown on my own module: Then what I want to have is on my pdf template, I want to have php condition base on the value of my dropdown e.g if($client_type ==…
Erwin Daez
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SugarCRM relationship to get contacts from active opportunities

I am working on sugarCRM, I need to get all the contacts from active opportunities. I can relate the contacts with Opportunities for single record using the below url…
Jagan
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How to remove or hide InsideView panel from Lead detail view in SugarCRM 6.5?

In Lead detail view i can see community ads in "InsideView" panel Community Forum. I am currently on 6.5 community edition. Is this possible to hide or remove? Thanks.
Bhavin Nakrani
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In SugarCRM, transferring account ownership to another user doesn't update contact ownership

I am using SugarCRM v6.x and have discovered that when transferring account ownership to a new sales rep (the assigned_user_id field) the contacts and other related child records do not get transferred as well. Is this an actual design choice by…
Scott Mayfield
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How to remove Save and Continue button from edit view all module in Sugarcrm 7

How to remove the "Save and Continue" and the pagination button(marked in image) from edit view of all the modules in sugarcrm 7?
siddiq
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