Record Assignment Notification

Sugar can be configured to send Email Notifications to a user whenever another user assigns them a record. But in this article we are going to see how we can show notifications to users in the Sugar Notification Box on record assignment. We will use Leads,Contacts,Accounts and Opportunities module as our basis. Adding a new Application Hook We will create … More Record Assignment Notification

Applying Initial Filter While Linking Existing Records in Subpanel

This post is a continuation of my previous document (Applying Initial Filter For Relate Fields In SugarCRM 7.x).In this document I will be explaining how to add Initial filters for Link Existing Records buttons in sub-panels  in SugarCRM 7.x. Applying Initial Filter to Link existing records button in Subpanel Let’s start with a standard relationship subpanel … More Applying Initial Filter While Linking Existing Records in Subpanel

Applying Initial Filter For Relate Fields and Relationship fields In Sugar 7.x

In this article I will be explaining how to add Initial filters for Relate fields in Sugar 7.x. Initial Filters are used to set a filter automatically whenever you open a Look-up Search to select a record in Sugar.This will make the job of selecting the record(s) more easier to the user as the system will … More Applying Initial Filter For Relate Fields and Relationship fields In Sugar 7.x