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

Free Add-Ons


I think most people in small or mid-size businesses will feel that free is the sort of price they would like to see more often. These three free options for Sugar Open Source are just a few examples of the many free add-ons you can find on SugarForge. And in many cases, although they may be free, these add-ons provide important new capabilities for your CRM. In particular, check out the many free add-ons from Marcelo Leite (also known as Mr. Milk, with AnySoft Informatica in Brazil)—their name usually starts with CallRooM.

Role Management Extension

This patch may be freely downloaded from the forums at http://www.sugarcrm.com and applied to your Sugar Open Source system. Once you download and apply this patch, your system will behave as described below.

Different patches have been developed for different versions of Sugar Open Source as the SugarCRM architecture has evolved and begun to offer some access control capabilities of its own. In addition to the patch presented here...