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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
0
CompTIA Security+
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CompTIA Security+

Learn the essential functions of CompTIA Security+, which establishes the core knowledge required of any cybersecurity role and leads professionals into intermediate-level cybersecurity jobs.

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 ?
0
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

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 …
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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?
0
Fundamentals of JavaScript
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Fundamentals of JavaScript

Learn the fundamentals of the popular programming language JavaScript so that you can explore the realm of web development.

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
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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
0
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
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
0
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.
0
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
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Dear Experts
I am we are using SugarCRM for sales force automation though the server hardware is with good config still the performance is low, slow loading while login and as well listing the leads and fetching reports takes more time, we have around 150 users and we are using sugar enterprise. not really sure should I have to host database server i,e mysql in a separate instance , this application is running on redhat enterprise linux with httpd2.4, mysql5.6 and php56,
PHP modules and settings were able to install all but could not mange mcrypt as it was not supported by redhat, also could not install libsodium extension however without these two i,e mcrypt and libsodium still instance is found to be working not sure if the performance issue that is load time is consuimg more is due to this , the perfromance is slow within the same network in my lan where sugarcrm is hosted . please suggest how to resolve this. thanks


Sugar-7.docx
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Dear Experts

We are using SugarCRM for sales force automation and we keep sending promotional emails and as well transnational emails, though transnational emails are lesser compared to the promotional emails. all users and marketing campaigns email accounts as of G-suite accounts hence present challenge we send 500 external mails as per the g-suite limitations. hence going for bulk mail services we decided to go for sendgrid going for a plan monthly 50K mails,
1. can you please suggest the best practice as SendGrid provides two ways to send email through their SMTP relay or through their Web API.  
2. for transnational mails that is on the progress of our product after purchase or support can we use sendgrid smtp relay and for promotional through web api  or anyone would do please suggest.

3. if we use sendgrid SMTP relay does it affect our IP reputation that is  sugarcrm  hosted that IP and if we use web api then our IP i,e sugarcrm does not get affected please suggest
thanks in advance
0
Dear Experts
for our sales force we would like to provide netbook or crome book to use sales force automation SugarCRM enterprise, can you please recommend which one would be best fit. all sales users email account are with g-suite formerly known as google maps, experts suggestion please. thanks in advance
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Dear Experts

we are using SugarCRM , our online marketing agency are recommending to create the additional fields in lead module like utm source, utm campaign, utm medium,  we have source drop down in the leads module, can you please suggest why these utm fields are required and how it is useful, thanks in advance
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Dear Experts

We are evaluating to provide crome note books to sales force team who are using SugarCRM enterprise , at present they are using SugarCRM mobile app but there is a requirement from them for the laptop/note book, also we have integrated SugarCRM with google.
 please suggest me does crome notebook does it have a portability or supports dongle/data card for the internet,  this is in additional to the wifi connectivity also is it possible to control the app level like to restrict users only use business applications like CRM and ERP.

please suggest
0
I have a company with an old ACT program they use for scheduling .

I want to move/migrate them to a CRM solution that will be able to copy all the data from the Act , and will have the same and more features ACT has.
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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