I’m evaluating SuiteCRM as a Salesfoce replacement. I have it set up on an Amazon EC2 Linux instance with load balancer.
SuiteCRM Version 8.7.1
PHP 8.2.26
Apache - 2.4.58
I can access it using the domain url and almost everything appears to function as it should except:
when I use the search to find an account for example, it returns the name but the link assigned is using the IP instead of the domain name and the link fails. All other links I have tried are correctly using the domain name.
In an account record, the website url has the CRM domain in front of the account website address.
Any help sorting this out would be appreciated. Please let me know if more details are required.
Please check your config.php for a value called site_url, which is coming from what you provided when installing. Maybe that needs to be updated to a domain name instead of an IP address.
Everything came up and the issues I was having seem to be gone.
I am migrating data from Salesforce. This time I took a different approach. I imported all the accounts with the Salesforce Account ID and Parent ID, then exported all the accounts from SuiteCRM and added the SuiteCRM ID to the Contacts CSV file by matching to the Salesforce ID.
I then imported all the Contacts that had no parents, then imported the Contacts with parents.
Everything seems to have matched up ok and uses the SuiteCRM generated ID’s.
One challenge I ran into was that the import dropped any accentedn characters in Contact names, plus the character after it.
I have about 300 names that need to be corrected. I have them from the Salesforce export with the Salesforce ID so I wanted to add my custom Salesforce ID to the global search.
I found some instructions the say to edit a file in the legacy/custom/modules/Contacts/metadata folder but when I try to go to the metadata folder I get “-bash: cd: metadata: Permission denied”
If I list the directories I get - drwxrws— 2 www-data www-data 4.0K Feb 9 12:52 metadata
The install script appeared to have updated the permissions necessary during install, so I’m not sure how to fix this.