Justin Kuehlthau
Recent Contributions
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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Chicago Sugar Workshop Presenter Nominated for Prestigious Awards
Congratulations to Mike Santoro, President of Walker Sands, for making it to the finals of two impressive awards. Mike Santoro was nominated for EY Entrepreneur of The Year and Walker Sands was nominated for The Holmes Report 2016 North America Technology Agency of the Year. Mr. Santoro is the…
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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 readingSugarCRM Hosts Developer Training @ Technology Advisors
Technology Advisors is proud to host SugarCRM's 2 live developer training in our Des Plaines, IL office. Both Essential and Advanced classes are offered the same week, so you can get both in one week.
Continue readingGetting Started with SugarCRM
We recently hired a new Sugar developer and we need to get him up to speed. To get him started with SugarCRM, I made a basic "To-Do" list and decided to share it with the world.
Continue readingUsing XperiDo To Generate Documents From SugarCRM
This week I was able to once again dive into generating documents out of SugarCRM with XperiDo. I continue to be impressed by the ease of use and power XperiDo offers.
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 readingWhich Application Pool Each W3WP.exe Process is Associated With in Saleslogix
When using SalesLogix web it is often a good idea to run each portal in a separate Application Pool. For a number of reasons we may want to find out what Application Pool is associated with each W3WP.exe process.
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.
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