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SugarCRM Developer's Manual: Customize and extend SugarCRM

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Dr Mark Alexander Bain

Learn the application and database architecture of this open-source CRM and develop and integrate your own modules and custom workflows
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Book Details

ISBN 139781847192066
Paperback296 pages

About This Book

  • Learn to customize SugarCRM code
  • Develop modules from scratch
  • Learn database and application architecture

Who This Book Is For

The book is for PHP developers working with SugarCRM, who want to extend its capabilities. Readers should have a basic knowledge of SugarCRM as the book does not cover installation and usage of SugarCRM. This can be gained from Implementing SugarCRM.

Table of Contents

Chapter 1: Stamping Your Own Brand on SugarCRM
Before We Start...
Customizing SugarCRM URL
Customizing SugarCRM Tabs
Customizing SugarCRM Themes
Summary
Chapter 2: Customizing the SugarCRM Application Content
A Note About Terminology
Changing the About Screen
Controlling the Visible Tabs
Adding a Custom Tab
User-Controlled Dashlet Customization
Customizing Dashlets
Summary
Chapter 3: Introducing Custom Fields
Adding a Custom Field
Including Custom Fields in Mass Updates
Creating other Field Types
Summary
Chapter 4: Interfacing with SugarCRM
What Have we Learned so Far?
Overview of the SugarCRM Application Architecture
The SugarCRM User Interface
SugarBean—The SugarCRM Data Interface
SugarBean in Action—SugarCRM's Logic Hooks
Summary
Chapter 5: SugarCRM Database Schematics
Database Schematic Diagrams
Differences Between Versions 4.5.0 and 4.5.1
Summary
Chapter 6: SugarCRM Data Dictionary
Differences between Versions 4.5.0 and 4.5.1
SugarCRM Table Definitions
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
An Example Upgrade
Testing SugarCRM
Releasing Your Customizations
Summary
Chapter 8: Developing Your Own Modules
Adding Third-party Modules
Creating Custom Modules
Advanced Modules
Summary
Chapter 9: Developing a Custom Workflow within SugarCRM
A Very Simple Workflow
Moving the Rules into the Database
Parallel Tasks
Summary
Chapter 10: Customizing and Optimizing SugarCRM—Tips and Tricks
Delving into SugarCRM Variables
Developing Dashlets Further
Speeding up SugarCRM
Creating Reports
Summary

What You Will Learn

  • Customize your SugarCRM application
  • Add your own components in the form of module tabs and dashlets
  • Modify the look and feel of SugarCRM
  • Add new fields to SugarCRM
  • Develop, test, and use SugarCRM in a safe environment
  • Incorporate third-party modules into your site
  • Develop your own modules from scratch
  • Develop a custom workflow within SugarCRM
  • Optimize the performance of SugarCRM implementations


Chapter 1
is a smooth introduction to customizing Sugar CRM.

In Chapter 2, you will start to customize the SugarCRM application itself, and you will be able to add your own components in the form of module tabs and dashlets.

In Chapter 3, you will learn how to modify the look and feel of SugarCRM. This chapter also shows how to add new fields to SugarCRM.

Chapter 4 looks at the interfaces, and how to use them effectively in your customizations.

Chapter 5 includes database schematic diagrams, showing the relationships between each table in the database and the other tables.

Chapter 6 covers complete database schematics for the SugarCRM application, providing full details on each table.

In Chapter 7, you will learn how to develop, test, and use SugarCRM in a safe environment using a development server, a test server, and a live server.

In Chapter 8, you will learn to incorporate third-party modules into your site and develop your own modules from scratch.

Chapter 9 deals with developing a custom workflow within SugarCRM.

In Chapter 10, you will see various techniques for optimizing the performance of a SugarCRM implementation, and a few
more ways of extending the application.

In Detail

SugarCRM is the world's leading commercial open-source customer relationship management (CRM) software for companies of all sizes. SugarCRM easily adapts to any business environment by offering a more flexible, cost-effective alternative to proprietary applications. SugarCRM's open-source architecture allows companies to more easily customize and integrate customer-facing business processes in order to build and maintain more profitable relationships. SugarCRM offers several deployment options, including on-demand, on-premise and appliance-based solutions to suit customers' security, integration, and configuration needs.

This book will help you to customize the SugarCRM code. You will get learn about the database and application architecture. The book provides you with a module development tutorial, showing the essential steps for hooking your module into the SugarCRM infrastructure. You will learn about common customizations that can be performed against the codebase.

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