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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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Unable to create package in module builder or Deploy a new package in SuiteCRM

I am unable to create a new package from module builder. In module builder, when I enter a package name and key and hit save, it does nothing. When I inspect in chrome, the console logs the following error: Uncaught TypeError: Cannot read property…
kratos
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SugarCRM: Coding a Custom Middle Name field

I'm trying to create a Custom Field in SugarOS 6 to store Middle Names. Designing and implementing the field in EditView was easy enough with the Studio. But I'm stuck when it comes to displaying the concatenated name parts in DetailView (i.e.…
miCRoSCoPiC_eaRthLinG
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1 answer

Logic hook "After save" not working with Subpanel

I am trying to calculate total amount using logic hook. I have two modules. Accounts and Payments having 1:M Relationship I have written logic hook after save in payments module. $hook_array['after_save'][] = Array(1, 'Update pending amount and…
Sachin I
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How to hard code the where condition in list view ,basic search,advance search in sugar CE

Actually i am new to sugarcrm and zend frame work too .if anything not able to understand my following question means comment here . Now I am go for my query actually .i need to add custom where clause in query .so i followed this one its works only…
JYoThI
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How to add condition for a field in the layout of SuiteCRM.?

In that in studio I have created some fields in one module and i also add those fields in Layout. but i want to display the fields according to the selection, for example: if user select option-1 from dropdown field then it has to display say only…
Madhanbabu.M
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Does saving a bean delete the record's connection to it email in SuiteCRM?

I run an instance of SuiteCRM v7.7 OS: CENT OS PHP Version: 5.5.36 DB: MySQL v5.5.50 I've written a scheduled job that, every set interval, it will access Leads records and compare two fields with each other (account_id and account_id_c). It makes…
Grant McDonald
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1 answer

adding new module to SuiteCRM

I'm trying to create a new Module pragmatically, but the metadata is not being called or showed , here how am doing it : in CRM/Modules/ I added Vendors folder inside of it I added the follwoing folders : metadata , views folders in views =>…
Abanoub
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Sugar CRM generating "incorrect" GUIDs

According to here Sugar CRM uses GUIDs for PK and FK needs By default, Sugar uses globally unique identification values (GUIDs) for primary keys for all database records However they're not true GUIDs, at least in the sense defined here, as in…
noonand
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1 answer

Create Custom Entry Point in Vtiger CRM & Call without Auth

Actually i want SSO in Vtiger CRM with 3rd Paty application . For example if i log in in the application , i want to login the same user in the Vtiger Also. I have done this thing with SugarCRM and SuiteCRM using entry point , but need some help…
Vijay
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1 answer

sugarcrm filter orderby field

I am trying to create a filter in SugarCRM 7.7. I am working in a custome module. My new filtername is 'Next Review Date'. I have created a file inside my…
DonOfDen
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1 answer

how to add "target lists" to my custom module

i have create a module and named: Custom_module by Developer Tools --> Module Builder I trired to add "target lists" to Custom_module like module Campaign, but i can not find the way the do that everyone can help you to find the best way to add…
J Ha
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SuiteCRM How do I make a custom field named "referred by" that resembles the "assigned to" field?

New to SuiteCRM: Version 7.6.6 Sugar Version 6.5.23 (Build 1061) In my Contacts and Accounts modules there is a field called "assigned to", which isn't exactly a dropdown list, but looks like a text field with a blue arrow icon to the right of the…
TARKUS
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5 answers

SugarCRM 5 - Create a sub-panel for invoices in Account Panel

I'm customizing a SugarCRM 5, and in my SugarCRM database I have all invoices which were imported from our ERP. Now, I would like to know if it is possible to create a new sub-panel in the Accounts Panel without editing the original SugarCRM files,…
RSilva
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retrieving authorize.net credit card number in sugarcrm v6.5

I want to retrieve the CC number from authorize.net and display it in sugarcrm v6.5 my problem now is that in the documentation found in authorize.net the code is meant for native PHP. And I just started learning sugarcrm, now what I want to learn…
magicianiam
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3 answers

SugarCRM: How do I make "first name" and "salutation" required fields on the "Convert Lead to Contact" form?

We use a customized installation of SugarCRM and I need to make a change to the "Convert Lead to Contact" form. On the form, only "last name" is marked as required, but if the user does not enter a salutation or first name, Sugar will throw an SQL…
Ed Schwehm
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