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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Dear Experts

We have deployed customized business application which is developed using sugar crm and it is hosted on premises. The data that we store is confidential, we have challenges in achieving certain dashboards and understood from developers that they can deliver those but the server requires internet to fetch the javascript library from google server. The library is fetched on each page load and browser renders the chart. The URL from where the library is fetched is https://www.gstatic.com/charts/loader.js 
The chart we integrated with Sugar CRM only downloads a javascript library on each page loads and does not send any data to any server(According to Google). Please refer to this link: https://developers.google.com/chart/interactive/docs/gallery/combochart#data-policy
Please suggest If we go with this integration will our data is not exposed to google, we do not suspect google but as per our internal policy we should ensure the data is not exposed to external network, please suggest. Thanks in advance.
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what is the best sales and marketing management tool/crm I can get out there.

I have field employees that need better management. THey are assigned based on a geographical region. Take for example a street, and I need to be able to measure all of the most important metrics to better understand our market.
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A new startup mainly for tech b2b and want to simply focus on sale. Marketing etc...

Considering bitrix24 and or suitecrm on premise to work with asterisk

Kindly advise.
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Dear Experts

We have CRM which is web application on a LAMP stack deployed on premise, the external users can access this application via 2FA, the 2FA solution that we have used is Duo Security (where CRM application uses Duo Access gateway and Duo Access Gateway use Windows AD for authentication).
  As We could not achieve advanced Reporitng though CRM application hence we went for custom development using .NET.   This takes csv output from CRM and generates the expected reports.
 We have to integrate these 2 applications and based on feasibility between 2 application implementers understood in the CRM application they will provide link of .NET application when click on it, this will open up the new tab of the Reporitng server from here the reports are fetched. CRM login user and reporting system login user will be same they will use the tokens for each user but the .net implementer says static token once in few days this can be changed.

Suggestion /advice requested.

From IT point of view:  CRM server URL is published to public/internet but reporting server URL is not published for public/internet, in this case when external user access the CRM application via 2FA and then click on advanced reporting will it resolve the reporting server URL (for the external user who has already gained access of CRM application please suggest). I think it is not possible please suggest.
Please help me with best way to ensure the security and reporting server URL also accessible …
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Dear Experts
We have to do the customer feedback survey on the monthly basis for the customer email accounts.  We have CRM application sugarcrm and also sales force.com please let us know the best way, the customer list is not more than 200 email contacts.
Please suggest the best way to do is it sending out normal email t OR integrate with survey plugin like survey monkey etc.
 would like to understand the difference between sending normal email plain/html of attached content expecting the contact to reply OR going for survey form integration with CRM. we would like to have reports on the rating of each customer reply and other expected analytics. please suggest the solution also help me understand best practice in handling this, it is normal email or survey form third party integration.  thanks in advance.feedback-message.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,

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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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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SugarCRM

171

Solutions

289

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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