Justin Kuehlthau
Recent Contributions
How to Fix "internal server error" When Emailing From SugarCRM
However, in the past year, I've noticed an internal server error will sometimes occur when setting up a new user. After some investigation, I found some Office 365 Admin settings necessary that fixed it. In this post, I'll detail what Admins should be looking for and the steps they must…
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How to Install Sugar Connect on Office 365
Sugar Connect is SugarCRM’s Outlook 365 email integration product. Connecting Outlook to Sugar provides multiple benefits for the user, allowing them to access CRM information from their email sidebar, sync and access shared calendars, and much more.
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Using the SugarCRM Silent Upgrade Utility
With the Silent Upgrade Utility, you need SSH access to your server to run the commands locally on the server. This removes any issues with uploading, permissions or timeouts. First, upload the upgrade file you would normally upload to the Upgrade Wizard. You also need to upload the silent Upgrade…
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How to: Use Office 365 SMTP to Send Emails as a SugarCRM User
Our Microsoft Office Exchange server is hosted by Microsoft on their Office 365 Cloud and our SugarCRM instance is setup to send emails from notifications@techadv.com. If we want to allow our Sugar users to send emails from within Sugar without having to setup their own SMTP credentials…
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SugarCon 2018: Lightning Talks
The SugarCon Lightning Talks were an interesting and fun way to hear about a wide variety of topics in just over an hour.
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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 readingSetting up SugarCRM and Google Docs and Google Drive Integration
For some time, SugarCRM integrated with Google Drive to allow you to "attach" files from Google Drive to records in SugarCRM. This functionality then disappeared from Sugar. Yesterday I found that Sugar was advertising on their website that there is an integration with Google Docs and…
Continue readingKicking off the New Year Testing New Starfish ETL Functionality
This new Starfish ETL functionality builds on top of the SQLite Xref and SQLite Connector functionality already in Starfish. The SQLite Xref functionality greatly increased the speed and reliability of the Xref system and allowed us to update Xref lists as opposed to just inserting new, possibly…
Continue readingStarfish ETL Assignment Notification When Importing Data into SugarCRM
When importing data into SugarCRM using StarfishETL, turn off assignment notifications to prevent sending out thousands of emails.
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.
Continue readingCreating OnChange and OnSave events in SugarCRM
When I started digging into customizing SugarCRM I often found it difficult to follow along with suggested solutions. I mainly searched the SugarCRM forums for help on specific questions. Most of the time I could find sample code but not the information on how to use it. In this blog post I…
Continue readingCreating a Quote in SalesLogix Web Using Mail Merge
In SalesLogix Web, when you create an “E-mail/Letter/Fax Using Template” it can be a little confusing what happens to the document and how to update it. Here are the steps for creating and updating a Quote using the Mail Merge engine.
Continue readingSalesLogix MSSQL Maintenance Plans
When setting up a new instance of SalesLogix on a Microsoft SQL Server I generally setup two maintenance plans using the Maintenance Plan Wizard. Note that if you are using SQL 2005, make sure you are running MS SQL Service Pack 3. There was an issue in earlier versions of SQL 2005 that caused…
Continue readingIs there a way to set the Opportunity defaults for all users in SalesLogix?
Is there a way to set the Opportunity defaults for all users in SalesLogix? A client recently wanted to change the default estimated close date for new opportunities in SalesLogix to 1 month from 2 months. The Tools -> Manage -> Opportunity Defaults menu item was disabled for all users, so…
Continue readingSalesLogix Group Of Opportunities Estimated To Close This Month
Today I was asked about creating an opportunity group in SalesLogix that contained opportunities estimated to close this month.
Continue readingHow To Create A Sage SalesLogix Provider Plugin For Custom Security
This example shows how to create a dll file that will augment security in SalesLogix by wrapping around the existing security of Saleslogix. This modifies sql statements as they come through the SalesLogix Provider. So you have: If this table is in the join, add to the where clause.
Continue readingSalesLogix Group of Contacts with Activities Completed Today
The simplest way to go about this would be to set a condition of Contact.History.CompletedDate within the last 24 hours. Even by cutting this down to 12 or 8 hours, this is not an exact formula and could cause incorrect data to show.
Continue readingTechnology Advisors, Inc. Named Top SFA Training Company
The Sales Training Community at TrainingIndustry.com announces the “2009 Top 10 - Sales Force Automation Training Companies”. This list recognizes the leading sales training and consulting companies that provide training on sales force automation tools (SFA).
Continue readingSage SalesLogix Application Architect - Jump to Error
In the Sage SalesLogix Application Architect after completing all of your new web customizations I occasionally run into some errors while building the web platform. (Imagine that!)
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