A Relate field creates a one-way relationship between two records in two different modules. You can add multiple Relate fields to a module. For example, you create a Relate field in Module 1 and select Module 2 as the related module. You add the Relate field to the Edit View and Detail View layouts in Module 1. […]

Importing data is a critical component to any CRM project. Getting Leads, Contacts, Accounts, Opportunities and Notes into your solution is critical. Many clients operate in a shared hosting environment and a common error we have come across when clients attempt a data import is listed below: NOTICE: [8] Memcache::connect() [memcache.connect]: Server localhost(tcp 11211) failed […]

We have been working with a client on their marketing campaigns in SugarCRM and we thought we would post an entry related to list types to help out with some of the questions we have received.  Here they are in a nutshell: Usually, you create or import a target list first, associate it with targets, […]