SugarCRM Developer

Table of Contents

• Preface

• Chapter 1: Stamping Your Own Brand on SugarCRM
• Before We Start...
• Customizing SugarCRM URL
• Changing the SugarCRM URL in Windows
• Changing the SugarCRM URL in Linux
• Customizing SugarCRM Tabs
• Re-name the SugarCRM Tabs
• The SugarCRM Custom Directory
• Customizing the Text within SugarCRM Tab Screens
• Changing the Browser Title
• Adding a Company Logo
• Customizing SugarCRM Themes
• Creating a New Theme
• Removing a Theme
• Summary

• Chapter 2: Customizing the SugarCRM Application Content
• A Note About Terminology
• Changing the About Screen
• Changing the About Screen into a Help Screen
• Controlling the Visible Tabs
• User Control
• Administrator Control
• A Note about Administering Live Systems
• Adding a Custom Tab
• Custom Tab Contents
• User-Controlled Dashlet Customization
• Customizing Dashlets
• Making Dashlets Accessible to Users
• Summary

• Chapter 3: Introducing Custom Fields
• Adding a Custom Field
• The Standard Module Tab
• The General Process for Creating a Custom Dropdown
• Using Studio to Create a Drop-down Box
• Manually Adding a Drop-down Box
• Using Studio to Create a Custom Field
• Creating the Custom Field Manually
• Adding the Dropdown to a Module Tab
• Adding Rows
• Recovering Previous Versions of a Layout
• Manually Modifying Layouts
• Including Custom Fields in Mass Updates
• Making Sure that Your Changes are Visible
• Limitations of the Mass Update
• Adding Built-in SugarCRM Fields to the Mass Update
• Creating other Field Types
• Field Data Types
• Summary

• Chapter 4: Interfacing with SugarCRM
• What Have we Learned so Far?
• The Include Directory
• The Custom Directory
• The Themes Directory
• The Modules Directory
• Overview of the SugarCRM Application Architecture
• The SugarCRM User Interface
• Calling Modules
• SugarBean—The SugarCRM Data Interface
• The SugarBean Files
• vardefs.php
• vardefs On-line Documentation
• vardefs Field Types
• The Complete vardefs File
• The <module>.php File
• SugarBean in Action—SugarCRM's Logic Hooks
• The End Result of Using the Logic Hook
• Summary

• Chapter 5: SugarCRM Database Schematics
• Database Schematic Diagrams
• Access Control List
• Accounts
• Bugs
• Calls
• Campaigns
• Cases
• Contacts
• Documents
• Emails
• Email Management
• Leads
• Meetings
• Opportunities
• Projects
• Project Tasks
• Prospects
• Schedulers
• Users
• Differences Between Versions 4.5.0 and 4.5.1
• Summary

• Chapter 6: SugarCRM Data Dictionary
• SugarCRM Table Definitions
• Accounts
• accounts_audit
• accounts_bugs
• accounts_cases
• accounts_contacts
• accounts_opportunities
• acl_actions
• acl_roles
• acl_roles_actions
• acl_roles_users
• Bugs
• bugs_audit
• Calls
• calls_contacts
• calls_users
• campaign_log
• campaign_trkrs
• Campaigns
• campaigns_audit
• Cases
• cases_audit
• cases_bugs
• Config
• Contacts
• contacts_audit
• contacts_bugs
• contacts_cases
• contacts_users
• Currencies
• custom_fields
• Dashboards
• document_revisions
• Documents
• email_marketing
• email_marketing_prospect_lists
• email_templates
• emailman
• Emails
• emails_accounts
• emails_bugs
• emails_cases
• emails_contacts
• emails_leads
• emails_opportunities
• emails_project_tasks
• emails_projects
• emails_prospects
• emails_tasks
• emails_users
• Feeds
• fields_meta_data
• Files
• iframes
• import_maps
• inbound_email
• inbound_email_autoreply
• Leads
• leads_audit
• linked_documents
• Meetings
• meetings_contacts
• meetings_users
• Notes
• Opportunities
• opportunities_audit
• opportunities_contacts
• Project
• project_relation
• project_task
• project_task_audit
• prospect_list_campaigns
• prospect_lists
• prospect_lists_prospects
• Prospects
• Relationships
• Releases
• Roles
• roles_modules
• roles_users
• saved_search
• Schedulers
• schedulers_times
• Tasks
• Tracker
• upgrade_history
• user_preferences
• Users
• users_feeds
• users_last_import
• users_signatures
• vcals
• Versions
• Summary

• Chapter 7: Development and Testing Strategies for SugarCRM
• Why Use Development and Testing Strategies?
• The Unbreakable Rule:Thou Shalt Not Do Any Development on a Live Server
• Setting up a Development Server
• Creating a Server
• Installing Software
• Setting the Server's IP Address
• Migrating SugarCRM Files and Databases Between Servers
• Setting Up the Export on Server 1
• Setting up a Mount Point on Server 2
• Migrating Files from Server 1 to Server 2
• An Example Upgrade
• Upgrading PHP
• Upgrading SugarCRM
• Comparing Database Files
• Migrating Database Files
• Comparing and Migrating the SugarCRM Application Files
• Testing SugarCRM
• Releasing Your Customizations
• Summary

• Chapter 8: Developing Your Own Modules
• Adding Third-party Modules
• Creating Custom Modules
• A (Very) Basic Module
• Data for the New Module
• Processing Data in the Module
• Adding More Data
• Adding Shortcuts
• Using language/en_us.lang.php
• Tables for the Module
• Advanced Modules
• The Initial Setup
• The Module's Data Schema—vardefs.php
• The Module's Business Object
• Registering the Business Object
• The Module's Language File
• The Module's List View
• Selecting the Fields to be Displayed
• Creating the List View
• Making the List View the Default View
• The Modules Edit View
• The EditView.php File
• The EditView.html File
• The Module's Save File
• Creating New Reports
• Summary

• Chapter 9: Developing a Custom Workflow within SugarCRM
• A Very Simple Workflow
• Setting up the Process Stages
• Deciding Who Does What
• Introducing Business Rules
• Completing the Automated Workflow
• Moving the Rules into the Database
• Add a Custom Table
• Create the Workflow Module
• Building a Data Input Module
• Making Use of the Rules in the Database
• Parallel Tasks
• Adding Dependent Tasks to the Database
• Using Dependent Tasks in the Workflow
• Summary

• Chapter 10: Customizing and Optimizing SugarCRM—Tips and Tricks
• Delving into SugarCRM Variables
• Developing Dashlets Further
• Speeding up SugarCRM
• Optimizing Queries
• Using the explain Command
• Creating Indexes
• Logging Slow Queries
• Using the MySQL Query Cache
• Optimizing the SugarCRM Application
• The SugarCRM Diagnostic Tool
• Install a PHP Optimizer
• Creating Reports
• Obtaining OpenOffice.org
• Accessing the Database Remotely
• Allowing Connections to the Database
• Creating an Account for Remote Access
• Setting Up the ODBC Connection
• Accessing the Data Through OOo Base
• Creating Queries
• Creating the Report
• Summary

• Index