SugarCRM Developer

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Table of Contents

Preface
Chapter 1: Stamping Your Own Brand on SugarCRM
Chapter 2: Customizing the SugarCRM Application Content
Chapter 3: Introducing Custom Fields
Chapter 4: Interfacing with SugarCRM
Chapter 5: SugarCRM Database Schematics
Chapter 6: SugarCRM Data Dictionary
Chapter 7: Development and Testing Strategies for SugarCRM
Chapter 8: Developing Your Own Modules
Chapter 9: Developing a Custom Workflow within SugarCRM
Chapter 10: Customizing and Optimizing SugarCRM—Tips and Tricks
Index

  • 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

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