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
| Preface |
|
vii | |
|
|
|
1 | (10) |
|
A breakdown of the editions |
|
|
1 | (2) |
|
|
|
2 | (1) |
|
|
|
2 | (1) |
|
|
|
2 | (1) |
|
|
|
2 | (1) |
|
|
|
3 | (1) |
|
What you need to install SugarCRM |
|
|
3 | (1) |
|
How about running in the cloud? |
|
|
3 | (1) |
|
What do you get with SugarCRM? |
|
|
4 | (6) |
|
|
|
4 | (1) |
|
|
|
5 | (1) |
|
|
|
5 | (1) |
|
User Authentication and Access Control |
|
|
6 | (1) |
|
External Services Integration |
|
|
7 | (1) |
|
|
|
8 | (1) |
|
|
|
8 | (1) |
|
Easy to use developer tools |
|
|
9 | (1) |
|
|
|
9 | (1) |
|
|
|
10 | (1) |
|
2 Developing on the SugarCRM platform |
|
|
11 | (18) |
|
Customizing the out-of-the-box modules with Studio |
|
|
11 | (10) |
|
Adding and changing fields |
|
|
12 | (1) |
|
Building custom business logic with Sugar Logic |
|
|
13 | (3) |
|
Changing view field layouts |
|
|
16 | (1) |
|
Add new module relationships |
|
|
17 | (2) |
|
Customizing the language string used in your module |
|
|
19 | (2) |
|
Building new modules using Module Builder |
|
|
21 | (3) |
|
|
|
21 | (2) |
|
Deploying the new package to the world |
|
|
23 | (1) |
|
|
|
24 | (4) |
|
Create conditions for workflow execution |
|
|
25 | (1) |
|
Alerting and Actions for a workflow |
|
|
26 | (2) |
|
|
|
28 | (1) |
|
3 Building your application using the Sugar GUI Developer tools |
|
|
29 | (12) |
|
|
|
29 | (1) |
|
Customizing out-of-the-box modules with Studio |
|
|
30 | (4) |
|
|
|
30 | (1) |
|
|
|
30 | (4) |
|
New modules to create with Module Builder |
|
|
34 | (5) |
|
|
|
34 | (1) |
|
|
|
35 | (3) |
|
|
|
38 | (1) |
|
|
|
39 | (2) |
|
4 Diving deeper with custom code |
|
|
41 | (12) |
|
Bring the new happens with the conference into the Activity Stream |
|
|
41 | (5) |
|
Show new attendees in the Activity Stream |
|
|
42 | (1) |
|
View incoming speaker proposals in Activity Stream |
|
|
43 | (1) |
|
See feedback immediately in Activity Stream |
|
|
44 | (2) |
|
Automate speaker acceptance and rejection |
|
|
46 | (2) |
|
Calculating Average Session Feedback Score |
|
|
48 | (3) |
|
|
|
51 | (2) |
|
5 Integrating your application with the outside world |
|
|
53 | |
|
Attendee registration form |
|
|
54 | (3) |
|
Call for Papers submission form |
|
|
57 | (6) |
|
|
|
63 | (5) |
|
|
|
68 | |
John Mertic is a software engineer at SugarCRM. He graduated with a bachelor's degree in computer science from Kent State University, has several years of experience with PHP web applications. An avid writer, he has been published in php|architect, IBM Developerworks, and in the Apple Developer Connector. He has also contributed to many open source projects, most notably the PHP project where is the creator and maintainer of the PHP Windows Installer.
Lisainfo e-raamatute kohta