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Determining Team Membership of a user in SLX 7.5.x web

Sometimes we want to build a business rule based on Team membership, for example, only members of the “Executive” team can change the status on an account. The following code illustrates how to check...

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Chip in for Autism

Profiling Solutions is proud to be a hole sponsor for the Chip in For Autism Golf  Tournament in Mobile, Alabama on Saturday, October 29th.  The team will consist of David Newberry, VP of Business...

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Welcome to the Code Sprint

This week I’m attending the SugarCRM Code Sprint at Sugar’s office in Raleigh, NC. Here’s the very-nerdy welcome…

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SugarCRM Scores Another Banner Year in 2011

http://www.sugarcrm.com/crm/press-releases/2012/sugarcrm-scores-another-banner-year-2011 Analyst Views: -  Peter Goldmacher quoted in MarketWatch on downgrading Salesforce.com to underperform from...

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Debian Squeeze Apache2 and GoDaddy SSL Certifications (https)

I recently set up my first ssl-certification for Apache for our SugarCRM server. The process wasn’t as difficult as I expected, as Debian has some built in tools to make it relatively easy. Following...

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Importing Contracts into SugarCRM

Stock SugarCRM systems do not allow users or administrators to import Contracts. I was able to do this anyway with some hacks in specific pieces of the system. This includes hacks to generated HTML in...

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Sugar Mobile and Android 4.+ (Ice Cream Sandwich)

If you are running the Ice Cream Sandwich OS and downloaded the Sugar Mobile app from the Play Store, you are probably having issues getting pass the authentication screen.  SugarCRM has released a new...

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SugarCRM Import: Bypass Validation Checks

This one isn’t for casual use. Sometimes I find that I need to import a set of data into SugarCRM and I want to bypass required fields. A recent example is an import of Opportunities that lacked...

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SugarCRM Mailmerge — Formatting Text

SugarCRM Mail Merge is a commonly unused feature in SugarCRM.  Recently, I spoke with a client having mail merge issues; particularly, after the merge.  The important thing to remember is that although...

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SugarCRM and Internet Explorer 9

How many times have you logged into using IE 9 and saw this warning: If you are on IE9, the problem may not be with the browser but the settings.  Try turning off compatibility mode and you should be...

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eCopierCRM — eAutomate to SugarCRM Integration Webinar Replay

eCopierCRM — eAutomate to SugarCRM

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Profiling Solutions Economic Analysis for Q3 2011

In the past, I posted my observations on economics in my customer newsletters. I number of clients have requested that I provide a public forum and to do so more frequently. A a blemish, buy...

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