SugarCRM Developer's Manual: Customize and extend SugarCRM

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

Dr Mark Alexander Bain

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