Building on SugarCRM

Building on SugarCRM

by John Mertic
Released July 2011
Publisher(s): O'Reilly Media, Inc.
ISBN: 9781449309800

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Book description

In the crowded field of customer relationship management (CRM) systems, SugarCRM stands out—not only for its modular design, but also for the ease with which you can develop, customize, and extend your CRM applications. This concise book provides a thorough overview of the development tools and APIs available in SugarCRM 6.2, showing both developers and nondevelopers alike how to use them to build a sample application step-by-step.

You'll learn how to bend and twist SugarCRM’s extensible MVC framework to create custom applications, including solutions for automating your business that go beyond traditional CRMs.

  • Learn how SugarCRM modules interact with one another through data relationships
  • Build your CRM application with SugarCRM’s GUI developer tools—without touching code
  • Use built-in design templates with Module Builder to design new CRM modules
  • Customize modules with the Studio tool to add new fields or additional relationships between modules
  • Automate common and tedious tasks within your application, using custom PHP code with SugarCRM's powerful API
  • Integrate external applications into your CRM solution through SugarCRM's web services API

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Table of contents

  1. Preface
    1. Conventions Used in This Book
    2. Using Code Examples
    3. Safari® Books Online
    4. How to Contact Us
    5. Content Updates
      1. September 28, 2012
  2. 1. What is SugarCRM?
    1. A Breakdown of the Editions
      1. Community Edition
      2. Professional Edition
      3. Corporate Edition
      4. Enterprise Edition
      5. Ultimate Edition
    2. What You Need to Install SugarCRM
      1. How About Running in the Cloud?
    3. What Do You Get with SugarCRM?
      1. Modular Design
      2. MVC Framework
      3. Metadata-Driven Views
      4. User Authentication and Access Control
      5. External Services Integration
      6. Web Services API
      7. Ease of Administration
      8. Easy to Use Developer Tools
      9. Upgrade Safeness
    4. Summary
  3. 2. Developing on the SugarCRM platform
    1. Customizing the Out-of-the-Box Modules with Studio
      1. Adding and Changing Fields
      2. Building Custom Business Logic with Sugar Logic
      3. Changing View Field Layouts
      4. Add New Module Relationships
      5. Customizing the Language String Used in Your Module
    2. Building New Modules Using Module Builder
      1. Defining Your New Module
      2. Deploying the New Package to the World
    3. Defining Workflows
      1. Create Conditions for Workflow Execution
      2. Alerting and Actions for a Workflow
    4. Summary
  4. 3. Building Your Application Using the Sugar GUI Developer Tools
    1. Application Overview
    2. Customizing Out-of-the-Box Modules with Studio
      1. Sponsors
      2. Sponsorships
    3. New Modules to Create with Module Builder
      1. Attendees
      2. Speakers
      3. Events
    4. Summary
  5. 4. Diving Deeper with Custom Code
    1. Bring the New Happenings with the Conference into the Activity Stream
      1. Show New Attendees in the Activity Stream
      2. View Incoming Speaker Proposals in Activity Stream
      3. See Feedback Immediately in Activity Stream
    2. Automate Speaker Acceptance and Rejection
    3. Summary
  6. 5. Integrating Your Application with the Outside World
    1. Attendee Registration Form
    2. Call for Papers Submission Form
    3. Session Feedback Form
    4. Summary
  7. About the Author
  8. Colophon
  9. Copyright

Product information

  • Title: Building on SugarCRM
  • Author(s): John Mertic
  • Release date: July 2011
  • Publisher(s): O'Reilly Media, Inc.
  • ISBN: 9781449309800