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Channel: Urdhva Tech | SugarCRM and SuiteCRM Customization and Development
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tagMe v2 arrived!

Greetings from Urdhva Tech!    Announcing tagMe v2's grand launch!We, at Urdhva Tech, happy to introduce exciting new features to enhance your tagMe + SugarCRM experience.Organizing data made easy!...

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How to Parse Email template variable in SugarCRM by custom script

Greetings from Urdhva tech!Here is an code snippet how SugarCRM parse an Email Template.Let's have an exampleHere I have created email template from Emails->Create Email TemplateTemplate body :Hello...

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How we do massupdate (Add/Replace) for MultiEnum field type in SugarCRM

Greetings from Urdhva tech!Few days ago, I came across a requirement, is it possible to have massupdation of multienum field type with either add or replace value?The answer was YES! It was not that...

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Head bang series (i)

Greetings from Urdhva Tech!!Starting a series which has some weird behaviours and more weird solutions!!Oh my! I am missing 'Project Resource' subpanel under Project!!(PRO+ versions)I definitely saw...

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Head bang series (ii)

Greetings from Urdhva Tech!!I have sent a test email campaign, went to see its status. See a chart, yeah, but when I click on sent bar, it does nothing! I dont see how many emails were not sent to...

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Giving links to recipients in Campaign Status page

Greetings from Urdhva Tech!!Interesting question asked today, would love to share its solution!Question: When I check Campaign's status, I see subpanel of Recipients to whom Message were...

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Reset selected users preference from ListView

Greetings from Urdhva Tech!!!How to reset preference for multiple users?Simple, first of all add new action link in User's ListView.How? Get reference from here Adding your own ListView action itemsIn...

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stickyNote a handy and effective tool

Greetings from Urdhva Tech!Loved sticky note utility on Windows / Stickies on Mac?Have it in your SugarCRM!All important notes flashed all the time on your screen!!Something important to remember, pin...

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Why tagMe is required

Greetings from Urdhva Tech!!Today lets live a Sales Representative's Life!As a Sales Representative, Mr. X, spends whole day on Phone, Conference rooms, Coffee shops, and all the time what is going on...

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When every customer matters

Greetings from Urdhva tech!What an exciting time to be a business owner. When we need to embrace things that can make a difference just to remain competitive. The one technology ready to take front...

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Readonly field conditionally

Greetings from Urdhva Tech!!I came across an interesting question today on Forum, which raised my eyebrow and led me to implement and write a blog!So, here we go!!AIM: Make Work Phone read-only of a...

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SugarCRM community Edition and you

Greetings from Urdhva Tech!Since SugarCRM has born, the most loved thing about this product is it's Open Source nature. Second thing what made it this success was their awesome team, working hard to...

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SugarCRM functional tour - Preface

Greetings from Urdhva Tech!This blog so far has concentrated on developer's tricks and tips. But a middle of a night thought drove me back to the feeling I had as a newbie in SugarCRM, and how clueless...

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SugarCRM functional tour - Admin - The King - I

Greetings from Urdhva Tech! Thank you for following the Tour. In case you landed up directly to this page, following is the Index.1. Preface2. Admin - The king - I3. ..Coming soon..Assumed, you have...

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Dropdown values in customCode

Greetings from Urdhva Tech!Came across an interesting question which led me to check and write a blog post.Q: Translate enum value to display in customCode [Forum post]A: It is a two step solution.Step...

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SugarCRM functional tour - Admin - The King - II

Greetings from Urdhva Tech! Thank you for following the Tour. In case you landed up directly to this page, following is the Index.1. Preface2. Admin - The King - I3. Admin - The King - II4. .. Coming...

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SugarCRM functional tour - Admin - The King - III

Greetings from Urdhva Tech! Thank you for following the Tour. In case you landed up directly to this page, following is the Index.1. Preface2. Admin - The King - I3. Admin - The King - II4. Admin - The...

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SugarCRM functional tour - Admin - The King - IV

Greetings from Urdhva Tech! Thank you for following the Tour. In case you landed up directly to this page, following is the Index.1. Preface2. Admin - The King - I3. Admin - The King - II4. Admin - The...

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x happens only for new records

Greetings from Urdhva Tech!Thank you to people submitting "how to topics".Q: How to make a field mandatory only if creating a record?Lets do this,For example lets make "Office phone" required in...

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Head bang series (iii)

Greetings from Urdhva Tech!!Are you catching up with us with this series? If not, here you go with archive of the series.Bangggg (i)Bangggg (ii)Lets check out a new bang! This time its "Developer's...

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How to add Subpanel top button on SugarCRM 7

This blog will explain in detail how to add a button on Subpanel in SugarCRM 7. We will be adding a “Add Exams” button on Exams Subpanel (Custom module) of Contact detail view.We will require to extend...

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Disable duplicate check on fields in Sugarcrm 7

Out of some requirements and many requests on forum about how to Disable duplicate check on fields while saving the record.Lets look at the scenario of what we are trying to achieve. For an example we...

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Filter records based on parent module's dropdown field in SugarCRM7.

Filter records based on parent module's dropdown field in SugarCRM7.For example, filter the Contacts module record on the Accounts module's Industry field. Please look at attached screenshot.(1) create...

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Add field in subpanel through Manifest in SugarCRM7.

Today I came across the requirement in which I have to add the field in subpanel using manifest.I have "Student" module which is related with the "Subject" module. Subject subpanel is displayed under...

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Reverse the ListView Action buttons.

Greetings from Urdhva Tech!!Interesting question asked on community forum, would love to share its solution!Question : Can we do a reversal of ListView Action buttons ? I have done the code for...

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