Tips and Tricks
6 CRM Mistakes You'll Never Make Again
Your CRM is built to work for you and designed to succeed with you. Don’t compromise its value with avoidable implementation and maintenance CRM mistakes.
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Searching Tricks in Sugar - Using Wildcards
I’ve been using the % wildcard in SugarCRM, well, as long as I’ve been using Sugar. But one of my colleagues just taught me additional wildcards!
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Display Filtered Lists of Related Records In A SugarCRM Dashlet
Sugar List View Dashlets have functionality to filter and show only records that are related to the record currently being viewed.
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Find All Orphaned Calls in SugarCRM with a Custom REST Endpoint
Orphaned Calls in SugarCRM are a record that is not related to a parent record. This article shows how to use a Custom REST Endpoint to locate the records.
Continue readingConcatenating Multiple Rows in SQL
SQL is often overlooked for programming capabilities. The concatenation function below saved me a lot of time in application programming to simplify presenting a 1-Many data relationship. This function has been extremely useful for me in report writing, data presentation , etc. The function takes…
Continue readingCreating OnChange and OnSave events in SugarCRM - Part 2
In the first post in this series on SugarCRM onload and onchange events I looked at how to add the events to the edit view. In this post I will look at how to call a function from a JavaScript file. In my third post, this will allow us to add JavaScript code that is more useful than an alert.
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