We have just updated our Dashboard Copy Manager to be compatible with SugarCRM 7 On-Demand. Dashboard Copy Manager allows admins to quickly copy Home, List View, and Record View dashboards to Users, Teams, and Roles. Please see details on the Sugar Outfitters page
A common customization for SuiteCRM is controlling the user behavior while editing records. A couple of examples are forcing a field to be filled based another field value, updating a field based on the input of another field, or locking editing of the record based on a field value. Some Read more…
We just launched a new SuiteCRM plugin on the SuiteCRM Store called Dashboard Copy Manager. This tool is designed for administrators to quickly deploy a Home Page to multiple Users, Groups, or Roles. Without this tool administrators must login as each user and set up their accounts individually. This can be time Read more…
One issue that comes up occasionally for people hosting their own SugarCRM or SuiteCRM instance is running out of storage on their server. SugarCRM and SuiteCRM by default use a directory called ‘upload’ located in the root of your instance to store all file attachments. This tutorial will show you how Read more…
This is just a quick and easy tip for adding payment options to your SugarCRM or SuiteCRM Invoices to make it easier to get paid and get paid faster. PayPal has a nice feature called PayPal Me (https://paypal.me) which provides a link you can share to take PayPal payments. After Read more…
If you are using PHP hopefully you are running on Linux which means you probably won’t have the unfortunate task of having to connect to MS SQL Server. Although rare, there may come a time where you need to integrate with an outside system that uses a SQL Server database Read more…
This post is about how to create a new dashlet for activity modules (Calls, Tasks, and Meetings) that will show a preview of the parent record for the activity in record view. There are four files required for this customization. Three are related to the dashlet and one is a Read more…
Early on when my company started with SugarCRM CE there was no option to hide completed activities in the Calendar so I followed this tutorial to change Calls/Meetings with status = Held and Tasks with status = Complete to background color = white. A later upgrade, I beleive 6.5.13, made this unnecessary with Read more…
Painter’s Website Demo It is difficult to stand out as a small contractor on the web. Lead generators and listings like Yellow Pages, Angie’s List and Porch.com offer free listings but your company is one of dozens. There is no better way to stand out of the crowd than owning your own Read more…