I am currently using SugarCRM Version 6.5.16 (Build 1082) Community Edition.
I need to add a field called redeem points under the Sales Module.
After exploring studio, I cannot find any modules under the name of Sales. However I will need the field to be under the Sales Module instead of a new Module?
May I know how do i go about doing it? Please help.
Thanks
Are you referring to the Sales group tab? Within that tab you should see Leads, Opportunities, Accounts, etc as modules. Check for those names in Studio to edit the respective module.
Related
so I have this simple question that I would love to get anwserd.
I am new to BPM an Alfresco Activiti and I am workng on with the trial version of Alfresco Activiti to create a sample project for our company.
I decided to work with the Step editor to se what it can do and if it's as powerfull as a normal BPMN 2.0 editor.
Now I am working on a form where one user would need to select the user for the next task. I was wondering if it's possible to use the single select component to display all the users on the server from which the asignee for the next task could be selected. How can this be done?
I know it is not the bes pracitce to show all the users on the server but this is a test project and your help would be really appreciated.
If any more info is required I will gladly edit the post.
Thnak you.
There is a user picker form control in there, that allows searching the whole system. See the third entry:
you can create a dropdown whose options are populated from a rest call which is provided below.
GET api/enterprise/admin/users
This will return list of all users available in JSON format.
Hope it helped.
I have build custom Module in SugarCRM and added a custom field of type 'relate' and linked with Accounts module.
When I insert new record for this custom module via normal add/edit view it works perfectly alright and I can select an account via Account Name field. However when I use Import feature via CSV file it does not link with Accounts module however the Account already exists with same name. Same Account Name is working for other modules during import.
I am working on SugarCRM 6.5, I have build Custom Module via Module Builder than added custom field via Studio and also I have Many to Many relationship with this custom Contacts Module and Accounts Module.
Any help in this regard will be appreciated, I am new to sugarCRM so do not have much of experience and have spent lot of time already to figure this out.
I have configured sugarCRM 6.5 community edition and trying to create groups in which i have to add users.So this group members can't access data of other group.Is this is possible to do it in community edition ?
I would suggest to use SuiteCRM, instead of SugarCRM Community edition. It has SecuritySuite free version integratedwhich can help to solve your group managmeent problems
Or you can download trial of module SecuritySuite here
Yes, it's possible for sure.
It seems, you have already created Team (Group) and Users module, further you need,
Role module to bind with your Team module, so to define access for a record, using SugarCRM UI.
List View query modification, for users to see records for their ownership/belonging Team (Group).
And finally ACL modification of a record, for its access.
Quite achievable with a step by step approach.
Yes it is possible in SugarCRM 6.5 community edition.
It seems, you have already created Group and assigned users to this group, further you need,
Edit Group from Role Management
Set "Owner" value in particular module like Leads
Save
Re-login in SuagrCRM. you can see only own leads
According to this help document
http://community.jaspersoft.com/documentation/jasperreports-server-user-guide/v56/creating-calculated-field
I should be able to create a calculated field or measure for a Jaspersoft Adhoc view. However I don't seem to have this functionality available to me since I don't have the icon required to click on to create these things. Does anyone know if this is a new feature or whether this has something to do with restrictions on functionality due to licencing or something? Is there another way to create a calculated measure that I can use as a work around considering I don't have the correct icon to enable this feature ?
What version of JasperReports Server are you in? You can chek this in the login page, on the bottom left corner there is an About Jaspersoft link. There you can also check the license type.
This feature is available only for commercial edition.
So I guess you are a customer: have you tried reaching out to Jaspersoft support?
https://support.jaspersoft.com
Good afternoon. Thank you in advance for taking the time to read this. Inside of a Dynamics CRM 2013 environment, I have a custom entity which holds 3 data grids. Whenever a record (of contact, account or lead) is added to its respective datagrid, it adds the record to a static marketing list via a custom plugin I wrote. The trouble I'm having is that when I use the "Manage Members" (to add/remove records using the advanced find feature) it's not firing at all. The plugin IS firing correctly when I add/remove items from the custom entity using the "+" and "trash can" buttons. The RemoveMember portion is firing when I use "Remove from Marketing List" button list as well, just not from "Manage Members". I have three steps registered on this plugin, associate on post-op/sync, disassociate on pre-op/sync, and removemember on post-op/sync. The idea is to be able to add or remove records from my custom entity OR the marketing list, and it auto-updates the other.
Does anybody have any suggestions or advice on how to fire a plugin when using the "Manage Members" portion of marketing lists? I've tried all valid combinations of messages and steps that I could think of, and I've written and re-written the code a few times to try to get it to work. Below is a pastebin with my code.
http://pastebin.com/X1n017Nr
Thank you.
I created a second plugin and moved the logic for AddMember into it. I have no idea why, but this solved my problem.
Try this approach, hope this can help you:
Register the plug-in on the 'Update' Message.
Ask for the parentContext.Message AddMember, RemoveMember y AddMembersByFetchXml, the last one maybe is the message you can't find.
Do the logic you need with de message.
This worked for CRM2011.