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SugarCRM

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SugarCRM produces the web application Sugar, a customer relationship management (CRM) system that is available in both open-source and commercial open-source applications. Sugar's functionality includes sales-force automation, marketing campaigns, customer support, collaboration, Mobile CRM, Social CRM and reporting.

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Hi,

SugarCRM is running on a LAMP stack. When trying to save or update a record in the Cases module in SugarCRM Enterprise 8.0, I get the following error (attached):

Error 1
Error 2
Also, on inspecting the logs, I see the following line:

Elasticsearch: connection went away to elasticsugar:9200
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Become a Microsoft Certified Solutions Expert
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Become a Microsoft Certified Solutions Expert

This course teaches how to install and configure Windows Server 2012 R2.  It is the first step on your path to becoming a Microsoft Certified Solutions Expert (MCSE).

Dear Experts
We are having web based CRM application running on LAMP stack web server and data base servers are running two different server. Our software developers have decided to create indexes based on their analysis due to slow queries observations, the database server is mysql 5.4 version.
As it is production server the indexing will affect the work and also the tables size is huge and overall database size is 65GB. Please suggest the best practice, following is the approach can think about but again not sure if this is best recommended but there is a challenge as mentioned, please suggest on how such cases are handled.
1.Setup new webserver and mysql server with same config and same versions and take backup of production server database and import it to the new database server and create indexes and test, this process may take few days to week and by the time indexing gets completed which may take few days during this period production server database would have undergone changes as users are working on production instance, can you please suggest the best way to handle this.
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Dear Experts

We are using offfice 365 SMTP relay to send mails to the external users through the CRM application, i,e option 3 on the following URL
https://support.office.com/en-us/article/how-to-set-up-a-multifunction-device-or-application-to-send-email-using-office-365-69f58e99-c550-4274-ad18-c805d654b4c4 , this CRM system is allowed only to talk with <domain>.mail.protection.outlook.com on port 25 and 587 and rest of the access to the internet is blocked, not access for this CRM system to http/https to the external network.
1. we observed the CRM system workflow triggers the emails to the external network users only when the port 80 is opened for the CRM system at the gateway/firewall level,  we noticed the CRM system gets connected to internet and connects to crl.globalsign.com  and from here it is connecting to office365 smtp and emails are delivered.
2. when we disable access to external network i,e port 80 http blocked for CRM system at gateway/firewall then emails does not flow no packets flow found hence no mails are sent.
3. When only allowed CRM system can talk to crl.globalsign.com  then emails are getting triggered.
can you please help me understand how this office365 is working when it is configured to the CRM system. is it essential that CRM system to be allowed to talk to crl.globalsign.com . please suggest.
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Dear Experts

CRM system work flow triggers emails to the prospect email account as and when the prospect statues changes via the SMTP server ( without password that is without authentication as it is Relay server hosted locally-office 365 mail protection ). We could see the connection to the email server getting established but no packets sent/received , but through telnet we can send and receive mails by making use of from and to email commands through the telnet session, can you help where the things are going wrong. following SL2 cases it works but SL3 it does not work.
1. though telnet to the smtp server with FROM and TO commands it works that is mail is delivered to the TO addressed account.
2. though CRM system configure email settings with email account, smtp and port without the SMTP authentication mail is getting delivered to the To account.
3. CRM system through workflow trigger email on each status changes mail is not getting delivered instead we can see connection is ESTABLISHED to the smtp server
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Dear Experts

We have the application server ( CRM system web-based ) running on windows 2012 R2 which is deployed on premises behind the firewall. we have to configure CRM application to send mails to the customers through office365 email account hence network team has provided access only to smtp.office365.com and on port 587 and denied rest of the outbound or inbound access i,e no http or https access to this system.  
1. The CRM application is not able to send mails when the http/https is disabled for this system.   Through the CRM workflows we are able to send the mails out only when the http and https is allowed to this system at firewall .
2.  we are not able to convince the network team as they say we allowed outbound smtp.office365.com and 587 the issue would be at application side, they are asking explanation on why http/ https required,
can you please help me to understand on what all ports or access to be enabled at firewall for this system/server in additional to smtp.office365.com and port 587 in case of  INBOUND and OUTBOUND so that we can communicate to the network team please.
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My friend's work has 20 sales reps using Salesforce.com, each processing 250 signed contracts per year, for a total of 5,000 contracts

When he asked DocuSign how much the above electronic signature cost would be DocuSign said it would cost about $3 per contract, for a total of $15k/year

What other "Salesforce.com electronic signature" options do you recommend for the above volume that would cost a lot less since the only thing he wants is eSignatures, no other features ?
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Dear Experts

We have configure CRM application system running on windows server R2, configure the application for outbound and inbound in the email settings section of application  but mails are not getting delivered from CRM system to SMTP server , log report attached, from the OS level when done telnet able to communicate to the mail server, can you please suggest where we might be going wrong and help us to fix this.
email-issue.txt
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Dear Experts
We have hosted SugarCRM application on premise and for external users we have configured firewall that is hardware appliance fortigate 60C to function as SSL Web VPN where the users login to the firewall appliance portal and from here they access CRM application, they are able to login to the CRM through the  web VPN portal but the dashboard reports are not showing up, it shows blank dashboard but when we access directly to the CRM application we are able to see the dash board reports, please help me understand to where things are going wrong and how to fix it please.
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Dear Experts

I have setup 389 directory server and created the OU, group and added users to group now want to make sugarcrm users to authenticate from 389 directory server for which I understand in the sugar document following to be provided at sugarcrm side
server: hostname.domain.com  
User DN:
Bind Attribute :
Login Attribute :
They have mentioned as below in their how to configuration document but this is related to active directory but I am looking same values for 389 directory, please find the below
Bind Attribute : Enter "userPrincipalName"
Note: This is what is used for the Active Directory and is case sensitive.
Login Attribute : Enter "sAMAccountName"  
Note: This is what is used for the Active Directory and is case sensitive
Please help me understand what Bind Attribute to be entered instead of userPrincipalName and also what Login Attribute to be entered instead of sAMAccountName  when I am using 389 directory server OR is it same values to be used please help me in this. thanks
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Dear Experts

We are planning to implement two factor authentication (2FA)  the solution DUO Security for the on-premise web application for the users who access it from the internet, application we are using is SugarCRM enterprise runs on linux with the following components Apache2, Mysql, PHP7.1, java, elastix.  We are not having centralised management of passwords in windows Active Directory or ldap instead we are using SugarCRM application standard authentication, now to implement the two factor authentication Duo Security Prerequisites is that we deploy a SAML IdP(requires a SAML 2.0 Identity Provider ) and sugarcrm can be configured the accept the SAML, please help me understand on the following
1. what are the steps to be taken like who are the SAML service provider is it something similar like SSL certificate and install in SugarCRM or to setup a internal server and install and configure SAML please explain

2. Duo Security solutionPrerequisites from their website says: Before you deploy the Duo Network Gateway, make sure to complete these requirements.
Deploy a SAML IdP
Duo Network Gateway requires a SAML 2.0 Identity Provider to use as its primary authentication source. You can use the Duo Access Gateway or another provider such as AD FS, OneLogin, or Okta.

Duo Access Gateway secures access to cloud applications with your users’ existing directory credentials (like Microsoft Active Directory or Google Apps accounts) using the Security Assertion Markup …
0
CompTIA Cloud+
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CompTIA Cloud+

The CompTIA Cloud+ Basic training course will teach you about cloud concepts and models, data storage, networking, and network infrastructure.

Dear experts,

SugarCRM was installed for me on a production server that runs on RedHat Linux. However, I would like to do some code modifications, but I do not have access to some folders. When I attempt to access some folders, specifically the Custom folder, I get the error: "Permission denied. Error code: 3. Error message from server: Permission denied."
Please assist.

Regards
M
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Hi,

I need to create a trigger / stored procedure in MySQL that fires off each time a table is modified, does a select that potentially returns multiple results, then matches those results with a human readable name in another table, concatenates all the results into plain text, and then updates a field in yet another table. I am basically looking for an "UPDATE" version of "INSERT INTO".

Background to this is SugarCRM. We have a custom field in the main contact field for Outlook Categories, and that needs to be filled by the names of the target lists that contact belongs to.

So the basic update query would quite simple:
UPDATE contacts_cstm SET cat_type_c = 'XXXXX' WHERE id_c = 'YYYYY'. XXXXX is the concatenated value from the select query and YYYYY is a unique id that should be able to be extract the data from a field value in the altered/new record.

So the SELECT query looks something like this:
SELECT GROUP_CONCAT( DISTINCT prospect_lists.name ) FROM prospect_lists LEFT JOIN prospect_lists_prospects ON prospect_lists.id = prospect_lists_prospects.prospect_list_id WHERE prospect_lists_prospects.deleted = 0 AND prospect_lists_prospects.related_id = 'YYYYY'

Where YYYYY is the id number of the person who's record has changed, and the DISTINCT is just in case there are duplicate rows.

So I figure I need two triggers, one AFTER INSERT, and one AFTER UPDATE, on prospect_lists_prospects but after that I am starting to get lost. First of all, I think I can use …
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CRMs are a great help in undertaking different business processes like targeted marketing, sales conversions, and after-sales. Both Sugar and Suite CRM systems have features compatible with different business models, there are certain drawbacks. These solutions do not meet peculiar demands. And this is where Sugar CRM Customization Services can come to your rescue. But before you decide to go for customization, you should know why you should go for it.  https://www.linkedin.com/pulse/why-should-you-customize-your-current-suitecrmsugar-crm-maulik-shah/

Why-Should-You-Customize-Your-Curren.jpg
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Dear Experts

We are having SugarCRM enterprise with good hardware very frequently users are getting httpd 500 server error this happens to all users at the same time, once restart the mysql server then works for some time like 30 mins to one hour approx and again the same issue httpd 500 server error just before this occurs very slow experience and then finally ends up with httpd 500 server error,  some times if users reload it works some times I have to restart the mysql service, I am running mysql 5.6.
my.cnf below posted
/etc/opt/rh/rh-mysql56/my.cnf
#
# This group is read both both by the client and the server
# use it for options that affect everything
#
[client-server]

#
# This group is read by the server
#
[mysqld]
# Disabling symbolic-links is recommended to prevent assorted security risks
symbolic-links=0

#
#
#[mysqld]
max_connections=5000
# include all files from the config directory
#
!includedir /etc/opt/rh/rh-mysql56/my.cnf.d
-----------------------------------------------------------------------------------------------end--------------
just added max_connections=5000 as mentioned above but not sure this will resolve can you please suggest best practice performance steps setting up for mysql server , thanks in advance
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I am considering a small mass emailing to promote my new book. But I do not have the technology yet to validate who has opened the email and who has not.

I once use MailGun and found that had a great technology for that kind of validation.

Does anyone have suggestions about what other things are important when validating the response rates from a mass mailing?

I need to track:
- conversion rate of a purchase, based upon the number who saw the email
- I need to know who saw the email so I could consider sending it a second time to those who did not see it the first time

What else?

What tools exist? Free is better.

I am considering Zoho because of its ability to trace whether the email was opened.

Suggestions?
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Dear Experts

I understand there are two approaches to handle the duplicate records when same prospect enters the CRM application
approach 1) append duplicate prospect data to a single record approach 2) create duplicate record and mark it status as "Repeated/Duplicated"

approach1) if we go for append duplicate prospect data to a single record would it be possible to have a marketing analysis like current month how many leads entered into SugarCRM including the duplicate leads also would it be possible to understand prospect journey touch points through multi channel showing interest.
OR
approach2)same prospect entering through multiple channels setting duplicate records to “repeated” status would be the most straightforward to implement and link it with the original lead may provide the marketing analysis like current month how many leads entered into SugarCRM including the duplicate leads and from which all campaigns and source.
if we go for approach two then the manual operation can be applied with the same treatment that is if the already existing prospect makes enquiry to the call centre then call centre user applies the same treatment that is copy/create the existing lead and mark the status as "Repeated" and attach it to the respective campaigns
Please suggest which approach in the above is  recommended and best practice , thanks in advance
0
In Sugar CRM 7.8, I have a custom filter that requires a date.  The canned "today", "tomorrow", et cetera ranges work great but not in this instance.  Therefore, I am left with selecting a date, which is fine if you want to edit the filter each day.  Our users do not, so I had to create the filter via PHP and set date.  This works but apparently requires daily Quick Repair and Rebuild (QRR).

My question is, does anyone know if you can customize the JavaScript for the list view of modules?  Specifically Opportunities.
I have customized other views (e.g., record or create) via JavaScript by placing {view}.js file in custom\modules\{module}\clients\base\views\{view} no problem, so figure it would be as easy as custom\modules\Opportunities\clients\base\views\list\list.js but did not work.  I used extendsFrom:'RecordListView' if that is what was wrong.

If anyone successfully has done this, please let me know what I am missing otherwise I guess I'll have to stick with the PHP customization.

Thank you in advance!

Respectfully yours,

Kevin
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Dear Experts

We are running rhel7 that is redhat enterprise linux 7.3 and our application sugarcrm requires php-imap but rhel7 does not support php-imap hence downloaded epel and tired to install I get below dependency issue
downloaded and install php56-php-imap from rpm finder below error,
rpm -Uvh php56-php-imap-5.6.31-1.el7.remi.x86_64.rpm
error: Failed dependencies:
        php56-php-common(x86-64) = 5.6.31-1.el7.remi is needed by php56-php-imap-5.6.31-1.el7.remi.x86_64
[root@crm1 indar]#
should I have to disable rhel repo and depend on epel and install if yes can you please provide the steps for epel for rhel7
thanks in advance
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Dear Experts

We have come across critical issue that is sugarcrm loading automatically also frequently getting logout, for this support have suggested the below, can you please suggest on how to disable this.

caching enabled (opcache / memcahce) can you disable this to determine if it is playing a role

our instance php modules for your information
s http://crm1.shriramproperties.com/info.php


thanks in advance
0
C++ 11 Fundamentals
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C++ 11 Fundamentals

This course will introduce you to C++ 11 and teach you about syntax fundamentals.

Dear Experts

We are using sales force automation software sugarcrm and we would like to cookie the prospect when the form is filled in our web/landing pages/social channels so that  when they visit our website we would like to get notification, I understand such is possible with pardot, marketo, hubspot  and act-on marketing automation software but at present we prefer to use only web alert notification functionality hence would like to know any standalone application or plugin available and same is installed on our website. please suggest.
Thanks in advance
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Hello,

You will have to forgive me here as I am in no way a sugar or php expert :)

I have just changed the IP of our sugar instance (web server and db) as part of a larger piece of work. I can no longer access the sugar site, instead I get a 'this page cannot be displayed' error.

Looking at the sugar log I see errors such as:

08/19/17 00:48:06 [1968][-none-][FATAL] Could not connect to server xxxxxx as xxxxxx.
08/19/17 00:48:06 [1968][-none-][FATAL] Unable to retrieve system settings Query Failed:SELECT category, name, value FROM config WHERE category = N'tracker'::: Database Is Not Connected

I have modified a php script to test connection to the database server using the creds specified in config files and it passes.

Name resolution on each server works fine.

I have been through various config files that I could find and replaced any legacy IP's but still get this error, there may be more config files to adjust but I have no idea where they are.

The environment is Windows Server 2008R2 and SQL Server 2008R2 (sorry!), separate servers.

Please do let me know what extra info you may need.

Please could someone help :)
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Hi Experts

We are using sugarcrm application for marketing and sales force automation, we do many online and offline marketing activities like googe search, email campaign, facebook campaign, google display Ads and offline like hoardings, news paper etc, the challenge is the we have big list of online integration with sugarcrm.  At present we are handling , one of the example , if the search user in the internet clicks on the  Adwords that is of our campaign  and click on it then fill the form where the form code will have UTM Source as Google and when form is filled and submitted it pushes the lead to sugarcrm and at sugarcrm side based on the UTM Source = Google then Lead Source is Web-Google. please find the attached list, day by day such list is growing and some times the digital agency does not exactly place the keyword as per the Sugar mapping hence lead source becomes Blank.  also report source columns are too big . Please suggest the best practice for the lead source and UTM source. thanks in advance.
utm-source.xlsx
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Dear Experts
I am using sales force automation sugarcrm and we are evaluating the CTI integration either the complete cloud telephony or hybrid, one of the service provider has this hybrid where they do not charge for inbound and outbound call per minute unlike the complete cloud telephony instead they will host their server may be PBX and that is connected to their data center but application will used is of their platform, and calls will be routed to us directly from telco both the inbound and outbound unlike the complete cloud where calls are routed from their data centre.
please suggest the best solution to go for, pros and cons please. thanks in advance.
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Dear Experts

We are having SugarCRM runs on php, apache and mysql 5.6.  we have a module called inventory which has project, block as modules in SugarCRM , can you please help me how to take schema in each table with top 10 commands and this to be provided to the developer. please help me with steps and by taking schema of every table with top 10 commands will it affect instance as it is production server, and how to take this through the  shell login with mysql root and also is it possible to achieve this though phpmyadmin. please provide me the steps , thanks in advance.
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Dear Experts

We are using SugarCRM enterprise edition for sales force automation for marketing campaigns and sales work force now we have a requirement for business intelligence solution for SugarCRM enterprise edition.
1.  I have heard of CognosBI from IBM few years ago is this still the best BI to go for.
or any other BI tool please suggest

Thanks in advance.
0

SugarCRM

169

Solutions

288

Contributors

SugarCRM produces the web application Sugar, a customer relationship management (CRM) system that is available in both open-source and commercial open-source applications. Sugar's functionality includes sales-force automation, marketing campaigns, customer support, collaboration, Mobile CRM, Social CRM and reporting.

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