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Implementing SugarCRM 5.x by Michael Whitehead, Angel Magaña

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Appendix E. Customizing SugarCRM

You will undoubtedly have a need to customize your instance of SugarCRM in order to better adapt it to your business needs. As discussed in Chapter 1 and 2 of this book, customizations generally fall into the following categories:

  • Cosmetics: Changing color schemes, adding company logo.
  • User interface: Suppressing certain features from being seen by all or specific users, rearranging screen layouts, adding and deleting fields from screens, changing field names, and editing the set of options presented on drop-down boxes.
  • Major application changes: Adding entirely new modules to the application, or making major changes to the business logic and functionality of existing modules.
  • Application integration: Linking the ...

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