sugarcrm

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

Hey all I'm customizing a SugarCRM 5, and in my SugarCRM database I've 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, so that my client invoices index are visible in that interface. Thanks ...

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 have take-forever-then-get-a-worthless-response-level tech support for the open-source ve...

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 error on the insert (because salutation and first name are required fields for contacts). ...

SugarCRM: Deprecated SOAP API calls?

Is it true that most of the web methods available in SugarCRM's SOAP API are now deprecated and replaced by set_entry() and get_entry() ? For example, if I want to create a new lead should I use create_lead() or should I stick to set_entry() on "Leads" instead? ...

Cannot create max_apache event!

Has anyone seen this cryptic error or knows what it means? ...

Not able to send email through a campaign

Hello, I am new user of sugarcrm. I have installed sugar5.2.0 on my server. I have configured email and have checked it. Its working, But after that i have made a email campaign through campaign wizard, its doesn't send the test email as well as scheduled emails. It shows a massage that email has been sent. But no email coming. Please ...

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 CustomizableQuery(Query): """An overridden sqlalchemy.orm.query.Query to filter entities ...

Sugar CRM SOAP get_entry_list

I have sugarcrm instance and want to fetch some data from it using a raw php I am using nusoap client. I am able fetch the data but want to select data of particular id only. what i am doing is $response = $client->call('get_entry_list',array('session'=>$session_id , 'module_name'=>'itf_Apartments', 'where'=>'itf_Apartments.id=2', 'ord...

Can't connect to SugarCRM Soap API

I've just started on a project where I need to insert contacts into a SugarCRM system using the SOAP interface. So far I have created a reference to the service http://sugar-dev.walkinwifi.net/soap.php?wsdl=sugarsoap Then writen some code like this public SugarHelper() { //Create a new instance of the client proxy ...

CRM for a call-center, with strong integration - build or buy?

We have a custom CRM solution that among several things handles our call-center. That is, each call-center operator gets a queue of people (potential customers) to call based on a number of configurable rules. For example, certain operators only handle certain types of users. Call queues are ordered by call-time taking timezones into acc...

Whats happening when switching themes in Sugar CRM or similar kind of application

Can anyone tell me what's happening when i click on a different color / Them icon in sugar CRM or new ORKUT. I am trying to develop a similar kind of application(in ASP.NET) where i need to switch to different themes. I dont want to use the ASP.NET SKINS.It seems that there is no page post backs happening when we change the skins in suga...

Force Firefox to Standards compliance mode

I am using sugarCRM at my localhost. For no apparent reason firefox is viewing the page in Quirks mode (the login page). This is completely messing up the page, here is a sample of the data shown: ��������Z�n7�-}v�fd4��q�Z�·8�ڱa�-� f(� 5�rf��<�b���y�=��ftwRw�@"����m�<�2��^?}� -��Ӌ�s���w|�#��Wo����U��'���a�n�{2��f0f1�E��~K��� ...

What's the correct way to escape sql passed into SugarCRM's get_entry_list soap api call ?

By the looks of the SugarCRM soap api you just seem to pass raw SQL into the restriction part of the get_entry_list function call. Is there a way to escape the values being passed into the restriction correctly without knowing the target database the SugarCRM instance is running on ? For example if I have something like // connect to...

Creating a simple custom view in SugarCRM

Hey! I am trying to use the MVC architecture of sugarcrm to add a new action and with that a new view. I have managed to create a controller with the action and also a class view, the only thing I can't figure out is how to create a simple html page. Do I really have to use the metada way of sugarcrm?? I just want a simple form with ...

Sugar CRM Soap call not working properly

I have sugar crm instance and i was trying to get some data from it using soap service. Below is the code which i am using for it. When i run the same code , sometimes it is returning correct data, sometimes it not. Can any one tell me what the problem is?? include "nusoap.php"; $client = new soapclient('http://asdf.net/test/urba...

Sugar CRM Soap call not working properly

I am using a soap call to sugarcRM instance which is given below $response = $client->call('get_entry_list',array('session'=>$session_id,'module_name'=>'itf_Apartments', "query"=>"itf_apartments_cstm.neighborhood_c='$neighborhood'", 'order_by'=>'','offset'=>'','select_fields'=>array($type))); // Check for a fault if ($client->fault)...

Changing user default settings for sugar crm

Hey! I am trying to figure out where SugarCRM stores the default preferences for the dashlets, like which ones to set when a user is created. Anyone know where I can find this? I have searched through the sugar forum and have found questions like this or similar but with no reply. Also if anyone knows where sugar gets the default sett...

SugarCRM web service create note problem

Hi, i am trying to create a note with SugarCRM's web service (using SOAP) but all i get is an Uncaught SoapFault exception: [Client] looks like we got no XML document error. My code is as simple as that: $note = $client->set_entry($session_id, 'Notes', array( array('name'=>'name', 'value'=>'Test Note From website'), ...

SuperTimeSheet SugarCRM HELP!

Hi, I'm a novice using sugarCRM, and I installed the SuperTimeSheet Module, but I don't know how to use it! Who can help me to create a time sheet in SugarCRM or know about a manual for the application in Sugar? Thanks! ...

SugarCRM - How to set the default homepage for all users

I am using SugarCRM Version 5.2.0k (Build 5837). I would like to be able to set a default home page (with dashlets I've created myself) that will be the same for all users, can anyone advice on best way to do this? Thanks in advance for your help ...