Wednesday, 31 July 2013

Why tagMe is required

Greetings from Urdhva Tech!!

Today lets live a Sales Representative's Life!

As a Sales Representative, Mr. X, spends whole day on Phone, Conference rooms, Coffee shops, and all the time what is going on in his mind? Nothing, but just the "CUSTOMER" and his details!

I believe you are calling at least 50 Customers (50 x minimum 5 minutes per call, half working day) and engaging with them with product support or do promotional offerings or anything what you get assigned!

At higher position or given a responsibility to meet up few valuable Customers personally, you would definitely want to know them at personal level, a bit, too!

If your Organisation has got rich SugarCRM deployed, with all data, from Office address to Home address to Personal interest, all good! If not, this tool can help you in biggest possible way!!

Lets see from small scale to big scale use cases for tagMe..

Your organisation wants to support a Charity Tennis game played between World's # 1 Novak Djokovic and # 2 Andy Murray!! (I know you are thinking, I want to keep one for myself ;) ) And give away passes to lets say 40 most valued customers!!

And you have got just a few bunch of Contacts, lets say 20,000, and you have to filter those by their interest! Interesting!! What will be your strategy to choose those 40 valuable customers?

Random? No!

Start calling each one to know if they would love to watch a tennis game? No!!!!

Use global elastic search to find word Tennis(You then think, I wish I would have noted it somewhere!!) for Contacts module? No again!!!!!

Hold on to that thought! And lets take a bigger example... You are meeting up with customer to show off your latest set of products, for example, Fashion accessories for Baby girls aging 3-6 years!

And while giving all excellent words and showing samples, she, the customer, smiles at you and says, I wish I could buy them for myself or wish I had a girl child!!

Looking at just these two examples, you could imagine how miserable you would feel OR if you are owner of Organisation, how your Sales Rep would have felt!!

Get out of that situation now, no more embarrassments...!!! Buy tagMe NOW!!

Wondering what it can do?

Short and sweet, it will save you a lot of time and give a sweet smile on your customers!! What else do you need?

Not yet satisfied? Check whole lot of detail about it, before making confirmed buy, here.

Any questions? I would more than happy to receive them and get back to you ASAP.

For more updates on this add-on or any Urdhva Tech Products/Plug-ins, subscribe today or

 Follow us on Twitter

 FaceBook Fan Page

 Urdhva Tech Google+ Page

 Urdhva Tech Community

Friday, 26 July 2013

stickyNote a handy and effective tool

Greetings from Urdhva Tech!

Loved sticky note utility on Windows / Stickies on Mac?

Have it in your SugarCRM!

All important notes flashed all the time on your screen!!

Something important to remember, pin 'em!

Order 'em by dragging them all over the screen, wherever you want 'em.

Done with the task? Delete 'em.

Need to add more info, double click 'em!

Something new came up, click on STICKY button found in center left!

StickyNote SugarCRM

BTW, your sticky is just for you.. You can write your personal note too ;)

Sounds interesting and looks like life will be easier? Sign up today at Urdhva-Tech-stickyNote today, and get the add-on for free!

Get it now!

We just need to know who are the valuable users using our add-on! No spamming, no worries!
Hakuna matata!

 FaceBook Fan Page

 Urdhva Tech Google+ Page

 Urdhva Tech Community

 Follow us on Twitter

 Pin us at Pinterest

 Get Linked at LinkedIn

Contact us at for any services related to SugarCRM.

Thursday, 25 July 2013

Reset selected users preference from ListView

Greetings from Urdhva Tech!

How to reset preference for multiple users?

Simple, first of all add new action link in User's ListView.
How? Get reference from here Adding your own ListView action items

In your custom action you will get ids of selected users. Loop through it and use following code to reset the preference.

$oUser = new User();

Follow us on twitter: @Urdhvatech

Contact us at for any services related to SugarCRM.

Tuesday, 23 July 2013

Giving links to recipients in Campaign Status page

Greetings from Urdhva Tech!!

Interesting question asked today, would love to share its solution!

Question: When I check Campaign's status, I see subpanel of Recipients to whom Message were Sent/Attempted, but I dont have a link to get to see their details!

Solution: Go to Studio > Campaigns > Subpanels > Message Sent/Attempted > Save and Deploy without changing anything..

Which will create a file under custom/modules/CampaignLog/metadata/subpanels/<some_name>.php

Open that up in an editor.. Replace following code for recipient_name

'recipient_name' =>
  array (
    'vname' => 'LBL_LIST_RECIPIENT_NAME',
    'width' => '14%',
    'sortable' => false,
    'default' => true,
    'widget_class' => 'SubPanelDetailViewLink',
    'target_record_key' => 'target_id',
    'target_module_key' => 'target_type',
    'parent_id' => 'target_id',
    'parent_module' => 'target_type',

That's it! Refresh the view!

Follow us on twitter: @Urdhvatech

Contact us at for any services related to SugarCRM.

Monday, 22 July 2013

Head bang series (ii)

Greetings from Urdhva Tech!!

I have sent a test email campaign, went to see its status. See a chart, yeah, but when I click on sent bar, it does nothing! I dont see how many emails were not sent to which contacts!

Solution > 
Admin > Display modules and Subpanels > Make Campaigns Log subpanel visible!! 
Makes a little sense, but hard to predict first time!

Stay tuned for more!!

Follow us on twitter: @Urdhvatech

Contact us at for any services related to SugarCRM.

Friday, 19 July 2013

Head bang series (i)

Greetings from Urdhva Tech!!

Starting a series which has some weird behaviours and more weird solutions!!

Oh my! I am missing 'Project Resource' subpanel under Project!!

(PRO+ versions)

I definitely saw "Project Resources" subpanel on developer copy, and I dont see on my copy!! Where did it go?? I check my files and try to figure out if I have ever done any customizations on Projects module. Nope! I go to Admin > Display Modules and Subpanels and check if my Contacts and Users subpanels are in Display block, and yes they are!! I reset user preferences!! My God, no effects!! Now I go back and check if my developer copy still has the subpanel, oh yes, its there!! Scratching head, pulling hair, wait!!

Solution > Admin > Display Modules and Subpanels > Make Projects subpanel visible!! Does not make sense, but WORKS!

Stay tuned for more!! 

Follow us on twitter: @Urdhvatech

Contact us at for any services related to SugarCRM.

Wednesday, 17 July 2013

How we do massupdate (Add/Replace) for MultiEnum field type in SugarCRM

Greetings from Urdhva tech!

Few days ago, I came across a requirement, is it possible to have massupdation of multienum field type with either add or replace value?

The answer was YES! It was not that simple as SugarCRM doesn't provide this option(Add/Replace) to mass update for multienum (multi select) field type.

What I simply did,
- Created a custom action menu on ListView.
- Showed a dialog box to select (Add/Replace) value for any multienum (multiselect) field.

Action Menu on ListView

The option will appear only if you have any multienum field created for that module.

Multienum Dialog with Add/Replace option.

  • If you choose “Add”, selected value get added to selected records. 
  • If you choose “Replace”, it will delete old value and assign new value.

Want to have more exciting solutions for SugarCRM from us? Stay tuned here!

Follow us on twitter: @Urdhvatech

Contact us at for any services related to SugarCRM.

How to Parse Email template variable in SugarCRM by custom script

Greetings from Urdhva tech!

Here is an code snippet how SugarCRM parse an Email Template.

Let's have an example

Here I have created email template from Emails->Create Email Template

Template body :
Hello $contact_name,
Greetings from Urdhva-tech.
Here we have example of some variable.
First Name : $contact_first_name
Last Name : $contact_last_name
Email : $contact_email1



any custom script.php


$template_name = 'Greetings from Urdhva-tech';
$template = new EmailTemplate();
$template->retrieve_by_string_fields(array('name' => $template_name,'type'=>'email'));

$oContact = new Contact();
$oContact->retrieve("36CharacterContactID");  //Contact ID

//Parse Subject If we used variable in subject
$template->subject = $template->parse_template_bean($template->subject,$oContact->module_dir, $oContact);

//Parse Body HTML
$template->body_html = $template->parse_template_bean($template->body_html,$oContact->module_dir, $oContact);

//Here you will have a result
print "<pre>";

Output of script will be this.
Sallie Elzey is the name of contact which i used at time of contact retrieve.

Hello Sallie Elzey,
Greetings from Urdhva-tech.
Here we have example of some variable.
First Name : Sallie
Last Name : Elzey
Email :

Chris Olliver

Follow us on twitter: @Urdhvatech

Contact us at for any services related to SugarCRM.

Monday, 1 July 2013

tagMe v2 arrived!

Greetings from Urdhva Tech!

    Announcing tagMe v2's grand launch!

We, at Urdhva Tech, happy to introduce exciting new features to enhance your tagMe + SugarCRM experience.

Organizing data made easy! tagMe v2 comes with some really useful features, such as,

> Mass update add or replace tags
> Tag Cloud
> Search data by tags globally from Dashlet
> Search data by tags module wise from Detail View

For more information visit Urdhva Tech Tag Management

  Happy Tagging!!

Urdhva Tech Pvt. Ltd. Powered by Blogger.

Urdhva Tech

My photo
SugarCRM Consultants Contact us at Skype : urdhvatech

Search This Blog

Stay connected Socially


Total Pageviews

Popular Posts