Index
A
- access control list
- database schematic diagram / database schematics diagramsaccess control listaccess control listdatabase schematic diagramAccounts
- administrator control
- about / Administrator Control
- live systems, administrating / A Note about Administering Live Systems
- advanced modules
- about / Advanced Modules
- initial setup / The Initial Setup
- vardefs.php / The Module's Data Schema—vardefs.php
- data schema / The Module's Data Schema—vardefs.php
- business object / The Module's Business Object
- business object, registering / Registering the Business Object
- language file / The Module's Language File
- list view / The Module's List View, Creating the List View, Making the List View the Default View
- edit view / The Modules Edit View, The EditView.php File, The EditView.html File, The Module's Save File
- new reports, creating / Creating New Reports
- application, optimizing
- SugarCRM diagnostic tool / The SugarCRM Diagnostic Tool, Usiapplication, optimizingSugarCRM diagnostic toolng phpinfo
- phpinfo, using / Usiapplication, optimizingSugarCRM diagnostic toolng phpinfo
- PHP optimizer, installing / Install a PHP Optimizer, Creatingapplication, optimizingPHP optimizer, installing Reports
- application architecture
- include directory / The Include Directory
- custom directory / The Custom Directory
- themes directory / The Themes Directory
- modules directory / The Modules Directory
- overview / Overview of the SugarCRM Application Architecture
B
- bugs
- database schematic diagram / Callsdatabase schematics diagramsbugsbugsdatabase schematic diagram
- business object
- about / The Module's Business Object
- registering / Registering the Business Object
- business rules
- about / Introducing Business Rules
- database, moving into / Moving the Rules into the Database
- database, using in / Makingbusiness rules, moving into databaseworkflow module, creatingworkflow modulecreatingworkflow moduledata input module, building Use of the Rules in the Database, Parallel Tasksbusiness rules, moving into databaseworkflow module, creatingworkflow modulecreatingworkflow modulerules, using in databasebusiness rulesdatabase, using in
- business rules, moving into database
- about / Moving the Rules into the Database
- custom table, adding / Add a Custom Table, Crbusiness rules, moving into databasecustom table, addingeate the Workflow Module
- workflow module, creating / Crbusiness rules, moving into databasecustom table, addingeate the Workflow Module, Building a Data Input Modulebusiness rules, moving into databaseworkflow module, creatingworkflow modulecreating, Makingbusiness rules, moving into databaseworkflow module, creatingworkflow modulecreatingworkflow moduledata input module, building Use of the Rules in the Database, Parallel Tasksbusiness rules, moving into databaseworkflow module, creatingworkflow modulecreatingworkflow modulerules, using in databasebusiness rulesdatabase, using in
C
- calls
- database schematic diagram / Campaignsdatabase schematics diagramscallscallsdatabase schematic diagram
- campaigns
- database schematic diagram / Casesdatabase schematics diagramscampaignscampaignsdatabase schematic diagram
- cases
- database schematic diagram / Contactsdatabase schematics diagramscasescasesdatabase schematic diagram
- contacts
- database schematic diagram / Contactsdatabase schematics diagramscasescasesdatabase schematic diagram
- custom fields
- adding / Adding a Custom Field
- creating, studio used / Using Studio to Create a Custom Field
- creating, manually / Creating the Custom Field Manually
- dropdown, adding to module tab / Adding the Dropdown to a Module Tab, Adding Rows
- rows, adding / Adding Rows, Recovering Previous Versionscustom fieldsrows, addingdropdownadding, to module tab of a Layout
- layout versions, recovering / Recovering Previous Versionscustom fieldsrows, addingdropdownadding, to module tab of a Layout
- layouts, manually modifying / Manually Modifying Layouts
- mass updates / Including Custom Fields in Mass Updates
- other field types, creating / Creating other Field Types, Field Data Types
- field data types / Field Data Types
- custom fields, adding
- standard module tab / The Standard Module Tab, Tcustom fields, addingstandard module tabhe General Process for Creating a Custom Dropdown
- custom dropdown, creating / Tcustom fields, addingstandard module tabhe General Process for Creating a Custom Dropdown
- custom dropdown, studio used / Using Studio to Create a Drop-down Box, Manuallycustom fields, addingcustom dropdown, studio useddropdowncreating, studio used Adding a Drop-down Box
- custom dropdown, adding manually / Manuallycustom fields, addingcustom dropdown, studio useddropdowncreating, studio used Adding a Drop-down Box
- custom modules
- creating / Creating Custom Modules
- basic module / A (Very) Basic Module
- basic module, data for / Data for the New Module
- data, processing / Processing Data in the Module, Adding More Data
- data, adding / Adding More Data
- shortcuts, adding / Adding Shortcuts
- language/en_us.lang.php, using / Using language/en_us.lang.php
- tables / Tables for the Module
- custom tabs
- adding / Adding a Custom Tab
- contents / Custom Tab Contents
D
- Dashlet
- user controlled dashlet, customizing / User-Controlled Dashlet Customization
- customizing / Customizing Dashlets
- custom dashlet, creating / Creating Custom Dashlets, Making Dashlets Accessible toDashletcustom dashlet, creating Users
- making accessible / Making Dashlets Accessible toDashletcustom dashlet, creating Users
- developing / Developing Dashlets Further
- database, accessing remotely
- connections, allowing / Allowing Connections to the Database
- account, creating / Creating an Account for Remote Access
- database schematics diagrams
- about / Database Schematic Diagrams
- access control list / database schematics diagramsaccess control listaccess control listdatabase schematic diagramAccounts
- bugs / Callsdatabase schematics diagramsbugsbugsdatabase schematic diagram
- calls / Campaignsdatabase schematics diagramscallscallsdatabase schematic diagram
- campaigns / Casesdatabase schematics diagramscampaignscampaignsdatabase schematic diagram
- cases / Contactsdatabase schematics diagramscasescasesdatabase schematic diagram
- contacts / Contactsdatabase schematics diagramscasescasesdatabase schematic diagram
- documents / Emails
- emails / Email Managementdatabase schematics diagramsemailsemailsdatabase schematic diagram
- meetings / Opportunitiesdatabase schematics diagramsmeetingsmeetingsdatabase schematic diagram
- opportunities / Opportunitiesdatabase schematics diagramsmeetingsmeetingsdatabase schematic diagram
- projects / Project Tasksdatabase schematics diagramsprojectsprojectsdatabase schematic diagram
- prospects / Prospects
- schedulers / Differences Between Versions 4.5.0 and 4.5.1database schematics diagramsschedulersschedulersdatabase schematic diagram
- data dictionary
- table definitions / SugarCRM Table Definitions
- development and testing strategies
- need for / Why Use Development and Testing Strategies?
- unbreakable rule / The Unbreakable Rule:Thou Shalt Not Do Any Development on a Live Server
- development server / Setting up a Development Server
- SugarOS, upgrading / An Example Upgrade
- SugarCRM, upgrading / UpgradinSugarOS, upgradingPHP, upgradingg SugarCRM
- SugarCRM, testing / Testing SugarCRM
- customization, releasing / Releasing Your Customizations
- development server
- setting up / Setting up a Development Server
- creating / Creating a Server, Installing Softwaredevelopment servercreatingservercreating
- software, installing / Installing Softwaredevelopment servercreatingservercreating, Settingserversoftware, installingdevelopment serversoftware, installing the Server's IP Address
- IP address, setting / Settingserversoftware, installingdevelopment serversoftware, installing the Server's IP Address, Migratingdevelopment serverIP address, settingserverIP address, setting SugarCRM Files and Databases Between Servers
- databases, migrating between servers / Migratingdevelopment serverIP address, settingserverIP address, setting SugarCRM Files and Databases Between Servers
- SugarCRM files, migrating between servers / Migratingdevelopment serverIP address, settingserverIP address, setting SugarCRM Files and Databases Between Servers
- documents
- database schematic diagram / Emails
- dropdown
- creating / Tcustom fields, addingstandard module tabhe General Process for Creating a Custom Dropdown
- creating, studio used / Using Studio to Create a Drop-down Box, Manuallycustom fields, addingcustom dropdown, studio useddropdowncreating, studio used Adding a Drop-down Box
- adding, manually / Manuallycustom fields, addingcustom dropdown, studio useddropdowncreating, studio used Adding a Drop-down Box
- adding, to module tab / Adding the Dropdown to a Module Tab, Adding Rows, Recovering Previous Versionscustom fieldsrows, addingdropdownadding, to module tab of a Layout
- rows, adding / Adding Rows
E
- edit view
- about / The Modules Edit View
- EditView.php / The EditView.php File
- EditView.html / The EditView.html File
- save file / The Module's Save File
- emails
- database schematic diagram / Email Managementdatabase schematics diagramsemailsemailsdatabase schematic diagram
F
- files, migrating
- about / Migratingdevelopment serverIP address, settingserverIP address, setting SugarCRM Files and Databases Between Servers
- export, setting up on server 1 / Setting Up the Export on Server 1
- mount point, setting up on server 2 / Setting Up a Mount Point on Server 2
- from server 1 to server 2 / Migrating Files from Server 1 to Server 2
L
- list view
- about / The Module's List View
- fields to be displayed, selecting / Selecting the Fields to be Displayed
- creating / Creating the List View
- making it default view / Making the List View the Default View
- logic hooks
M
- <module>.php
- about / The <module>.php File
- mass updates, custom fields
- about / Including Custom Fields in Mass Updates
- changes, making visible / Making Sure that Your Changes are Visible
- limitations / Limitations of the Mass Update
- built-in SugarCRM fields, adding / Adding Built-in SugarCRM Fields to the Mass Update
- meetings
- database schematic diagram / Opportunitiesdatabase schematics diagramsmeetingsmeetingsdatabase schematic diagram
- modules
- calling / Calling Modules, SugarBean—The user interfacemodules, callingmodulescallingSugarCRM Data Interface
- parameters for calling / Calling Modules
- third party modules, adding / Adding Third-party Modules
- custom modules, creating / Creating Custom Modules
- advanced modules / Advanced Modules
N
- new reports
- creating / Creating New Reports
O
- opportunities
- database schematic diagram / Opportunitiesdatabase schematics diagramsmeetingsmeetingsdatabase schematic diagram
P
- parallel tasks
- about / Parallel Tasksbusiness rules, moving into databaseworkflow module, creatingworkflow modulecreatingworkflow modulerules, using in databasebusiness rulesdatabase, using in
- dapendent tasks, adding to database / Adding Dependent Tasks to the Database
- dapendent tasks, using in workflow / Using Dependent Tasks in the Workflow
- projects
- database schematic diagram / Project Tasksdatabase schematics diagramsprojectsprojectsdatabase schematic diagram
- prospects
- database schematic diagram / Prospects
Q
- queries, optimizing
- explain command, using / Using the explain Command, Crequeries, optimizingexplain command, usingating Indexes
- indexes, creating / Crequeries, optimizingexplain command, usingating Indexes
- slow queries, logging / Logging Slow Queries, Usingqueries, optimizingslow queries, logging the MySQL Query Cache
- MySQL query chache, using / Usingqueries, optimizingslow queries, logging the MySQL Query Cache
R
- reports
- creating / Creating New Reports, Creatingapplication, optimizingPHP optimizer, installing Reports
- OpenOffice.org, obtaining / Obtaining OpenOffice.org, AccessingreportsOpenOffice.org, obtaining the Database Remotely
- database, accessing remotely / AccessingreportsOpenOffice.org, obtaining the Database Remotely
- ODBC connection, setting up / Setting Up the ODBC Connection
- data, accessing trough OOo base / Accessing the Data Through OOo Base
S
- schedulers
- server
- creating / Creating a Server, Installing Softwaredevelopment servercreatingservercreating
- software, installing / Installing Softwaredevelopment servercreatingservercreating, Settingserversoftware, installingdevelopment serversoftware, installing the Server's IP Address
- IP address, setting / Settingserversoftware, installingdevelopment serversoftware, installing the Server's IP Address, Migratingdevelopment serverIP address, settingserverIP address, setting SugarCRM Files and Databases Between Servers
- files, migrating / Migratingdevelopment serverIP address, settingserverIP address, setting SugarCRM Files and Databases Between Servers
- SugarBean
- about / SugarBean—The user interfacemodules, callingmodulescallingSugarCRM Data Interface
- files / The SugarBean Files
- vardefs.php, files / vardefs.php
- vardefs field types / vardefs Field Types
- vardefs file / The Complete vardefs File
- <module>.php, files / The <module>.php File
- logic hooks / SugarBean in Action—SugarCRM's Logic Hooks
- working of / SugarBean in Action—SugarCRM's Logic Hooks
- triggers / SugarBean in Action—SugarCRM's Logic Hooks
- SugarCRM
- advantages / Before We Start...
- prerequisites / Before We Start...
- url, customizing / Customizing SugarCRM URL
- customizing / Customizing SugarCRM URL
- url, customizing in Windows / Changing the SugarCRM URL in Windows
- url, customizing in Linux / Changing the SugarCRM URL in Linux
- tabs, customizing / Customizing SugarCRM Tabs
- terminology / A Note About Terminology
- about screen, changing / Changing the About Screen, ChSugarCRMabout screen, changinganging the About Screen into a Help Screen
- about screen, changing into help screen / ChSugarCRMabout screen, changinganging the About Screen into a Help Screen, ContSugarCRMabout screen, changing into help screenrolling the Visible Tabs
- visible tabs, controlling / ContSugarCRMabout screen, changing into help screenrolling the Visible Tabs
- custom tab, adding / Adding a Custom Tab, Custom Tab Contents
- other field types, creating / Creating other Field Types
- user interface / The SugarCRM User Interface
- data interface / SugarBean—The user interfacemodules, callingmodulescallingSugarCRM Data Interface
- SugarBean / SugarBean—The user interfacemodules, callingmodulescallingSugarCRM Data Interface
- logic hooks / SugarBean in Action—SugarCRM's Logic Hooks
- version difference / Differences Between Versions 4.5.0 and 4.5.1database schematics diagramsschedulersschedulersdatabase schematic diagram
- files, migrating between servers / Migratingdevelopment serverIP address, settingserverIP address, setting SugarCRM Files and Databases Between Servers
- upgrading / UpgradinSugarOS, upgradingPHP, upgradingg SugarCRM
- testing / Testing SugarCRM
- customization, releasing / Releasing Your Customizations
- variables / Delving into SugarCRM Variables
- SugarCRM, speeding up
- queries, optimizing / Optimizing Queries
- application, optimizing / Optimizing the SugarCRM Application
- SugarCRM, upgrading
- database files, comparing / Comparing Database Files
- database files, migrating / Migrating Database Files
- application files, comparing / Comparing and Migrating the SugarCRM Application Files
- application files, migrating / Comparing and Migrating the SugarCRM Application Files
- SugarCRM diagnostic tool
- about / The SugarCRM Diagnostic Tool
- SugarOS, upgrading
- about / An Example Upgrade
- PHP, upgrading / Upgrading PHP, UpgradinSugarOS, upgradingPHP, upgradingg SugarCRM
- SugarCRM, upgrading / UpgradinSugarOS, upgradingPHP, upgradingg SugarCRM
T
- table definitions
- about / SugarCRM Table Definitions
- accounts / Accountstable definitionsaccounts
- accounts_audit / accounts_audittable definitionsaccounts_audit
- accounts_bugs / accounts_bugstable definitionsaccounts_bugs
- accounts_cases / accounts_casestable definitionsaccounts_cases
- accounts_contacts / accounts_contactstable definitionsaccounts_contacts
- accounts_opportunities / accounts_opportunitiestable definitionsaccounts_opportunities
- acl_actions / acl_actionstable definitionsacl_actions
- acl_roles / acl_rolestable definitionsacl_roles
- acl_roles_actions / acl_roles_actionstable definitionsacl_roles_actions
- acl_roles_users / acl_roles_userstable definitionsacl_roles_users
- bugs / Bugstable definitionsbugs
- bugs_audit / bugs_audittable definitionsbugs_audit
- calls / Callstable definitionscalls
- calls_contacts / calls_contactstable definitionscalls_contacts
- calls_users / calls_userstable definitionscalls_users
- campaign_log / campaign_logtable definitionscampaign_log
- campaign_trkrs / campaign_trkrstable definitionscampaign_trkrs
- campaigns / Campaignstable definitionscampaigns
- campaigns_audit / campaigns_audittable definitionscampaigns_audit
- cases / Casestable definitionscases
- cases_audit / cases_audittable definitionscases_audit
- cases_bugs / cases_bugstable definitionscases_bugs
- config / Configtable definitionsconfig
- contacts / Contactstable definitionscontacts
- contacts_audit / contacts_audittable definitionscontacts_audit
- contacts_bugs / contacts_bugstable definitionscontacts_bugs
- contacts_cases / contacts_casestable definitionscontacts_cases
- contacts_users / contacts_userstable definitionscontacts_users
- currencies / Currenciestable definitionscurrencies
- custom_fields / custom_fieldstable definitionscustom_fields
- dashboards / Dashboardstable definitionsdashboards
- document_revisions / document_revisionstable definitionsdocument_revisions
- documents / Documentstable definitionsdocuments
- email_marketing / email_marketingtable definitionsemail_marketing
- email_marketing_prospect_lists / email_marketing_prospect_liststable definitionsemail_marketing_prospect_lists
- email_templates / email_templatestable definitionsemail_templates
- emailman / emailmantable definitionsemailman
- emails / Emailstable definitionsemails
- emails_accounts / emails_accountstable definitionsemails_accounts
- emails_bugs / emails_bugstable definitionsemails_bugs
- emails_cases / emails_casestable definitionsemails_cases
- emails_contacts / emails_contactstable definitionsemails_contacts
- emails_leads / emails_leadstable definitionsemails_leads
- emails_opportunities / emails_opportunitiestable definitionsemails_opportunities
- emails_projects_tasks / emails_project_taskstable definitionsemails_projects_tasks
- emails_projects / emails_projectstable definitionsemails_projects
- emails_prospects / emails_prospectstable definitionsemails_prospects
- emails_tasks / emails_taskstable definitionsemails_tasks
- emails_users / emails_userstable definitionsemails_users
- feeds / Feedstable definitionsfeeds
- fields_meta_data / fields_meta_datatable definitionsfields_meta_data
- files / Filestable definitionsfiles
- iframes / iframestable definitionsiframes
- import_maps / import_mapstable definitionsimport_maps
- inbound_email / inbound_emailtable definitionsinbound_email
- inbound_email_autoreply / inbound_email_autoreplytable definitionsinbound_email_autoreply
- leads / Leadstable definitionsleads
- leads_audit / leads_audittable definitionsleads_audit
- linked_documents / linked_documentstable definitionslinked_documents
- meetings / Meetingstable definitionsmeetings
- meetings_contacts / meetings_contactstable definitionsmeetings_contacts
- meetings_users / meetings_userstable definitionsmeetings_users
- notes / Notestable definitionsnotes
- opportunities / Opportunitiestable definitionsopportunities
- opportunities_audit / opportunities_audittable definitionsopportunities_audit
- opportunities_contacts / opportunities_contactstable definitionsopportunities_contacts
- project / Projecttable definitionsproject
- project_relation / project_relationtable definitionsproject_relation
- project_task / project_tasktable definitionsproject_task
- project_task_audit / project_task_audittable definitionsproject_task_audit
- project_list_campaigns / prospect_list_campaignstable definitionsproject_list_campaigns
- prospect_lists / prospect_liststable definitionsprospect_lists
- prospect_lists_prospects / prospect_lists_prospectstable definitionsprospect_lists_prospects
- prospects / Prospectstable definitionsprospects
- relationships / Relationshipstable definitionsrelationships
- releases / Releasestable definitionsreleases
- roles / Rolestable definitionsroles
- roles_modules / roles_modulestable definitionsroles_modules
- roles_users / roles_userstable definitionsroles_users
- saved_search / saved_searchtable definitionssaved_search
- schedulers / Schedulerstable definitionsschedulers
- schedulers_times / schedulers_timestable definitionsschedulers_times
- tasks / Taskstable definitionstasks
- tracker / Trackertable definitionstracker
- upgrade_history / upgrade_historytable definitionsupgrade_history
- user_preferences / user_preferencestable definitionsuser_preferences
- users / Userstable definitionsusers
- users_feeds / users_feedstable definitionsusers_feeds
- users_last_import / users_last_importtable definitionsusers_last_import
- users_signatures / users_signaturestable definitionsusers_signatures
- vcals / vcalstable definitionsvcals
- versions / Versionstable definitionsversions
- tabs, SugarCRM
- customizing / Customizing SugarCRM Tabs
- re-naming / Re-name the SugarCRM Tabs
- custom directory / The SugarCRM Custom Directory
- text, customizing / Customizing the Text within SugarCRM Tab Screens
- browser title, changing / Changing the Browser Title
- logo, adding / Adding a Company Logo
- themes, customizing / Customizing SugarCRM Themes
- visible tabs, controlling / ContSugarCRMabout screen, changing into help screenrolling the Visible Tabs
- custom tabs, adding / Adding a Custom Tab
- custom tab content / Custom Tab Contents
- themes, SugarCRM
- customizing / Customizing SugarCRM Themes
- creating / Creating a New Theme, themes, SugarCRMcreatingRemoving a Theme
- removing / themes, SugarCRMcreatingRemoving a Theme
- third party modules
- adding / Adding Third-party Modules
- triggers
U
- user control
- about / User Control
- user controlled dashlet
- customizing / User-Controlled Dashlet Customization, Customizing Dashlets
- user interface
V
- vardefs.php
- about / vardefs.php
- online documentation / vardefs On-line Documentation
- field types / vardefs Field Types
- complete file / The Complete vardefs File
- advanced modules / The Module's Data Schema—vardefs.php
- variables
- about / Delving into SugarCRM Variables
- version difference
- visible tabs
- controlling / ContSugarCRMabout screen, changing into help screenrolling the Visible Tabs
- user control / User Control
- administrator control / Administrator Control
- live systems, administrating / A Note about Administering Live Systems
W
- workflow
- simple workflow / A Very Simple Workflow
- process stages, setting up / Setting up the Process Stages
- roles, deciding / Deciding Who Does What
- business rules, introducing / Introducing Business Rules
- automated workflow, completing / Completing the Automated Workflow
- business rules, moving into database / Moving the Rules into the Database
- parallel tasks / Parallel Tasksbusiness rules, moving into databaseworkflow module, creatingworkflow modulecreatingworkflow modulerules, using in databasebusiness rulesdatabase, using in
- dapendent tasks, using / Using Dependent Tasks in the Workflow
- workflow module
- creating / Crbusiness rules, moving into databasecustom table, addingeate the Workflow Module, Building a Data Input Modulebusiness rules, moving into databaseworkflow module, creatingworkflow modulecreating, Makingbusiness rules, moving into databaseworkflow module, creatingworkflow modulecreatingworkflow moduledata input module, building Use of the Rules in the Database, Parallel Tasksbusiness rules, moving into databaseworkflow module, creatingworkflow modulecreatingworkflow modulerules, using in databasebusiness rulesdatabase, using in
- data input module, building / Building a Data Input Modulebusiness rules, moving into databaseworkflow module, creatingworkflow modulecreating, Makingbusiness rules, moving into databaseworkflow module, creatingworkflow modulecreatingworkflow moduledata input module, building Use of the Rules in the Database
- rules, using in database / Makingbusiness rules, moving into databaseworkflow module, creatingworkflow modulecreatingworkflow moduledata input module, building Use of the Rules in the Database, Parallel Tasksbusiness rules, moving into databaseworkflow module, creatingworkflow modulecreatingworkflow modulerules, using in databasebusiness rulesdatabase, using in