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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Display popup in Suagrcrm

When creating a contact , I check by Javascript if that contact already exists. If it does I am displaying text that "Contact Alreay Exists". I have displayed an information icon besides the message. I want to achieve the following : On hover of…
user3286692
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Create a subpanel to a flex related module in sugarcrm

I followed that tutorial ( http://developer.sugarcrm.com/2011/05/16/howto-create-a-flex-relate-for-other-modules/ ) to create a flex related module between the Leads and the Accounts module and PRO_Profil module. One account can have multiple…
P. Sohm
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SugarCRM webtolead form

I'm having trouble setting up the webtolead form to work. I generated a webtolead form .html file inside SugarCRM CE edition Version 6.5.16 (Build 1082). Then I put this .html file in the root of the SugarCRM (does it need to be there?) After, I…
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SugarCRM /include/Smarty/Smarty.class.php on line 1095 troubleshoot

I have been searching for this problem since a while but without much help. Everyone seemed to leave it half way. I want to dig a bit deeper as to why and how it is creating such a havoc for everyone. Environment Installed SugarCRM and installed…
techster
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Taking a sub panel in sugarcrm and making it into two, one that displays entries depending if a checkbox is checked, the other non checked entries

Taking a sub panel in sugarcrm and making it into two, one that displays entries depending if a checkbox is checked, the other non checked entries. I have a module called mod_loaninvestor, and its sub panel is…
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How can i change menu color or submenu color in sugarcrm 6.5.0 RC1 CE?

How can i change menu color or submenu color in sugarcrm 6.5.0 RC1 CE ? I am changing in themes/Sugar5/css/style.css file but it is being not changed.
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how to have hierarchy users in sugarCRM Community Edition?

I have created 6 users say aa,bb,cc,dd,ee,ff. cc,dd reports-to aa ee,ff reports-to bb When leads are created by cc,dd its visible to both aa and bb users. How to have only aa-user to see leads?
user25127
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sugarcrm - Accounts subpanel call reminder popup not working

I am using sugarcrm version 5.5.4. I have installed language pack for Persian language. When I am trying to set a call from Accounts subpanel i.e from Activities tab, when the language is English, the reminder popup works fine. But when I change…
SandyK
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SugarCRM: Use interactive javascript dialog with pre_execute file called by manifest

I am trying to create an interactive installer in SugarCRM where the pre_execute.php script called from the manifest.php file uses javascript to pop up a confirm dialog and from there, I feed the php script (via form) with the answer in order to…
Ramblin
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Upload Upgrade Package Screen in Upgrade Wizard is Blank

I am in between of upgrading our Sugar instance from its current version 6.3.1 to 6.4.6 via the Upgrade wizard, I could successfully go through the first step of System Check but then when I proceed forward to upload the upgrade package the screen…
user988544
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What is the difference between Accounts in Sales and Marketing in sugarcrm?

I am newbie in sugarcrm. I really get confused in the admin panel. What is really the difference between the subpanels option in the panels. I found it same in each panel. Like same Account option in the Sales, Marketing, Support, Activities and…
Waseem
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Problems with subfolder emails - sugarcrm

When I move read emails from inbox to a subfolder, it appears as unread email. I would like to move both the email status (read or unread) to subfolder. How can I achieve this? Will this be done in javascript or PHP. Thanks for your help..
BenI
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Best way to flatten json

I have this awful looking JSON that is returned from the SugarCRM API. What's the best approach to clean it up and remove the "name" key, and just have a single key and value (with no nested objects) I wouldn't mind using the underscore library if…
Eric
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SugarCRM REST API: get_relationships returns empty beans

I try to load contacts from a given account using the REST api of sugarcrm using Java. This "kind of" works... My test scenario should return two records. It does, but the records do a) not contain all fields and b) all the returned fields have…
user1145874
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Blank Screen Issue - KReporter

I've installed KReporterBase_V_3_0_6 and KReporterCore_V_3_0_6 in Sugarcrm Professional Edition. When I try to create Report, it shows blank screen. Does anyone have the solution, please? Thanks.
Harshad M
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