I'm on a project to create a skills matrix for about 200 people and am hoping to not have to reinvent the wheel. Users will fill out and maintain their skill proficiencies using yes/no and radio or combo inputs. Skills are grouped by category (Technical, Web, Creative/Social). It needs to be easily searchable, and being relatively prett...
I have an excel file that I upload to append my contact list in SugarCRM. I would like for if a name the excel file is already present in the database, this particular entry is not appended. Is this possible? ...
Since the generated web lead forms in SugarCRM have the assigned_user_id same as the creator_user_id, the system doesn't send any mail notification. How to force SugarCRM to send a mail notification every time a lead is submitted? ...
Hi, I'm trying to integrate Sugar CRM with one of my projects. I'm using Apache Axis as my SOAP client. I got the initial setup from this blog. Using this tutorial I'm able to login, fetch and insert data into my Sugar CRM installation. I'm trying to fetch Leads using the following code Get_entry_list_result_version2 entryList = port...
Hi, I'm trying to integrate Sugar CRM with one of my projects. I'm using Apache Axis as my SOAP client. I've created the Sugar CRM client Stub classes using Apache Axis. I'm able to login and add Leads, Opportunities, Accounts and Contacts. But I'm unable to add a relation ship between my Account and Opportunity. I've found followi...
I'm new to using SugarCRM. I want to have a users page that does the following: 1) allow a user to create sub-users, and each sub-user can then create additional sub users 2) display users in an expandable and collapse-able hierarchical tree structure. 3) add more attributes to each user 4) any newly created user should be able to lo...
Hello, I want to change the behaviour of Sugar CRM community version. Here's what sugar currently does: 1) Admin logs into Sugar. 2) Admin clicks on Admin tab. 3) Admin creates a new user named George with admin access 4) Under user information section, Admin makes George report to Admin (in the database, it will show users.report_to...
There are number of actions defined for each category in database like add, list, delete etc. I was adding a new module in open source version of sugarcrm and was wondering is it possible to add a new 'action' like approve/request/verify etc. Has anyone tried doing it? Thanks. ...
Hi there. I'm trying to install SugarCRM version 5.5.1. on a webhost. Everything goes nice until the step when the installation begins. The output is this one: Creating Sugar configuration file (config.php) Creating Sugar application tables, audit tables and relationship metadata ............. And never moves on! ...
I have a form that currently uses PHP to insert the form entries into a MySQL database. Is it possible to insert the results directly into a SugarCRM contact table instead of a MySQL db? ...
I have been looking to use a custom query for a ListView (tasks) in SugarCRM 5.5.1, and found the file view.list.php to control the used query, but not in a very straight forward way....I also found this example of overriding parts of the query with an upgrade safe custom view.list.php in the /custom folder (look under Ordering): http:...
Hey! I am trying to create a relationship between a Prospect List (target list) and a Contact. I create a new contact and get the id of a prospect list all using classes I created which are just wrappers for the soap api calls sugar provides. But the code boils down to this soap call: $this->_sugarsoap->client->__soapCall('set_relatio...
Hi, I'm working on deploying a CRM in a Univeristy, 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, i'm considering to use vtiger. What's your advice, regarding a mid-size project. Do...
I need to import a large number of targets into sugarCRM 5.5.2 and i don't want to use the import function. i understand that i have to insert data into the "email_addresses", "email_addr_bean_rel" and "prospect" table, the main question is how to generate the "bean_id" in the "email_addr_bean_rel". Are there fixed rules for generating i...
I need to put some custom checking for creation and editing of opportunities in Subpanel of Accounts module. I need to check whether the last modified date is within last 5 days or not and then disable create and edit buttons for link opportunities. I'm attaching a screenshot for better understanding. http://www.freeimagehosting.net/im...
Here is the documentation for the SugarCRM 5.5 API: set_relationship http://developers.sugarcrm.com/docs/PRO/5.5/Developer_Guides/-docs-Developer_Guides-Sugar_Developer_Guide_5.5.1-Chapter%202%20Application%20Framework.html#9000526 This is the gem which is creating methods for me to access it (line 110): http://github.com/dennijo/Rub...
I am using Plone and Sugar CRM. I want to allow users to only have a single username and password across both systems. When they change their password in Plone they should not have to change it in Sugar CRM. Is there a simple way to do this? ...
I'm developing an logic hook for calls, meetings and tasks, but I can't get it to work! I have done many logic hooks but the module calls, meetings and tasks seems to ignore the logic_hook.php file! So, I have created a logic_hooks.php in custom/modules folder with the hook 'before_save' (like the others that I have created until now - ...
I need to create an email-like field in SugarCRM i.e. one primary value and the ability to add more values dynamically. Anyone who has worked with SugarCRM will know what I'm talking about. Has anyone done anything similar to this? Any help would be appreciated. ...
I want to implement errorlogger in my zend application. I have created logger which I am using for debugging but Can anybody tell me what is the best way to log errors so that they are more readable in file. I have seen Sugarcrm logger which logs error in proper format. Does anybody have created logger like this. So that I can save my ...