Book Image

Implementing SugarCRM

By : Michael Whitehead
Book Image

Implementing SugarCRM

By: Michael Whitehead

Overview of this book

<p>SugarCRM is a popular customer relationship management system. It is available in both free open source and commercial versions, making it an ideal way for small-medium business to try out a CRM system without committing large sums of money. Although SugarCRM is carefully designed for ease of use, attaining measurable business gains requires careful planning and research. This book distils hard won SugarCRM experienced into an easy to follow guide to implementing the full power of SugarCRM. SugarCRM is an extensive PHP/MySQL based application but with its rich administration interfaces no programming is required to get the most of it.</p> <p>This book will give you all the information you need to start using this powerful, free CRM system. Written by veteran SugarCRM expert and experienced documentation author, Michael J. Whitehead, this book is the definitive guide to implementing SugarCRM. Whether you are wondering exactly what benefits CRM can bring, or you have already learned about CRM systems but have yet to implement one, or you're working with SugarCRM already; this book will show you how to get maximum benefit of this exciting product.</p>
Table of Contents (18 chapters)
Implementing SugarCRM
Credits
About the Author
About the Reviewer
Preface
Index

Making Changes to your Existing CRM Modules


Once you have identified the user interface changes you would like to make, you will want to have a look at the tools that Sugar makes available for you to be able to address a number of them yourself.

This section describes the various Sugar Studio functions, which collectively enable administrative users to perform a broad range of user interface customization tasks, significantly reducing the need for custom software development. To access it, you need to go to the Administrator area of your SugarCRM installation and look under Sugar Studio.

Field Layout Editor

The Layout Editor lets you rearrange the fields and panels on most of the screens available within Sugar Open Source, to customize them to fit your needs.

Begin by selecting the name of the file (actually a specific view from one of the system’s modules, either the list view, detail view, or edit view) that you want to customize. Choose the file name from the drop-down box provided, and...