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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

1720 questions
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How do you debug SugarCRM problems/learn how SugarCRM works?

I'm in the process of trying to move our company from SalesForce to SugarCRM, but I've run in to a nasty bug (the moment I add a custom field to Accounts, all accounts stop showing up). We've paid for support from the SugarCRM people, but they only…
machineghost
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php file automatically renamed to php.suspected

Since last 4 days, we are facing strange issue on our Production server (AWS EC2 instance) specific to only one site which is SugarCRM. Issue is /home/site_folder/public_html/include/MassUpdate.php file is renamed automatically to…
Amol Chakane
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0 answers

In Sugar, how to customize popup search to display records depending on the selection of another relate field in Many-to-Many relationship scenario?

I have two modules, consider A & B. In between them, there is many-to-many relationship. Now, there is another module, consider C. There is One-to-Many between A & C and B & C. Now while on editview of C module, both relate fields of module A &…
Tony Montana
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2 answers

Call to undefined function iconv() fatal error - Suitecrm

Using suitecrm 7.9.1 I am facing the below error whenever i try to create a lead , that is after submitting the create lead form. Facing the same error whenever i try to import a csv file . This error occurs only on live server Fatal error:…
bhavya
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4 answers

Resources to learn SuiteCRM?

I am a developer who has no experience working with CRM systems. I want to build a simple system using SuiteCRM. But I can't find a single tutorial for SuiteCRM in the internet. Believe me I spent several days searching for tutorials but I couldn't…
JohnDuo
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2 answers

sugarcrm fileDownload error after upgrade

I received this error after I upgraded sugar7.8, Which calling my filedownload. {"error":"need_login","error_message":"No valid authentication for user."} After some Investigation found tht sugar upgraded the API calls for OAuth. Following is my…
DonOfDen
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5 answers

SugarCRM or Vtiger?

I'm working on deploying a CRM in a University, the software to deploy has to be open source. My research lead me to SugarCRM Community Edition, however, this edition lack of reporting and seems to be really hard to tailor to specific needs. thus,…
iChaib
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9
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1 answer

get_entry_list method by SugarCRM Soap

I tried to order an Account Module by the field name using get_event_list from SugarCRM SOAP. link_name_to_fields_array[] linkedFields = null; String[] fields = new String[1]; fields[0] = "name"; var result = sugarClient.get_entry_list(sessionId,…
BrennQuin
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8
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2 answers

The right way to auto filter SQLAlchemy queries?

I've just introspected a pretty nasty schema from a CRM app with sqlalchemy. All of the tables have a deleted column on them and I wanted to auto filter all those entities and relations flagged as deleted. Here's what I came up with: class…
Ben Ford
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7
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1 answer

How to generate unique ID field in module in sugarcrm

Want to generate the unique ID field in the module which will automatically generate the unique IDs. Can anyone help help for this ? Thanks
mahi
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7
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1 answer

How I can customize query in view.popup in SugarCRM

I am are using SugarCRM 6.7, I wanna customize the listview query in popup. I need a custom query when I open the Accounts popup in Cases module. I was created a file in \custom\modules\Accounts\views\view.popup.php if(!defined('sugarEntry') ||…
ErasmoOliveira
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7
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3 answers

How to use conditions inside Email template in SugarCRM

How I can use if/else conditions inside the email template in SugarCRM? I am trying use conditions equal pdf template and smarty template but I have no success. No success
ErasmoOliveira
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7
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1 answer

Change Country TextField to Dropdown in SugarCRM

I want to change the "Country" TextField in the Address panel into a dropdown. How can I do this?
Ravin Chopra
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7
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2 answers

Implementing oauth in SugarCRM using .NET

I have a web application developed in .net framework. I am trying to implement Oauth in sugarCRM in order to integrate it with my applications. The Oauth mechanism given by sugarCRM is using PHP Click Here... where as, my application is…
Milind Anantwar
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2 answers

How to create a relationship between Leads and Custom Modules in SugarCRM CE?

function createPJOpportunityRelationship($pj_id, $op_id) { echo "creating relationship"; $set_relationship_value = array( 'module1' => 'geral_pessoa_juridica', 'module1_id' => $pj_id, 'module2' => 'Opportunities',…
Lucas Famelli
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