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Sugar CRM

  • Installation Prerequisites
  • Memory Requirements
  • Increase the value of the memory_limit parameter in the php.ini file as follows:
    • MySQL Server: 40M or higher
    • MS SQL Server: 40M or higher
  • Database Requirements
    • If you are using MySQL, install version 4.1.2 or higher to use with Sugar 5.2.
    • If you are using Microsoft SQL Server, install it and set it up to work with Sugar.
Module Name Description
Home The Home module provides a quick overview of customer-related tasks and activities
My Portal The My Portal module to create shortcuts to one or more Web sites. This is commonly used to include Email, forums, or other Web-based applications, enabling Sugar to become a single user interface for multiple applications.
Calendar The Calendar module to view the Calendar. We can use this module to view scheduled activities (by day, week, month, or year) such as meetings, tasks, and calls. You can also share your calendar with your co-workers to coordinate your daily activities.
Activities This module to view the Activities. We can use this module to create or update scheduled activities, or to search for existing activities
Calls Allow you to track all of your phone calls with leads and customers.
Meetings Allow you to schedule internal or external meetings, as well as receive meeting invitations from others.
Tasks This module for tracking any action that needs to be managed to completion by a due date.
Notes Allow you to capture note information as well as upload file attachments.
Contacts This module to view the Contacts. We can use this module to track people involved in doing business with your organization. We can track a variety of contact information such as title, Email address, and phone number. Contacts are usually linked to an account, although this is not required
Accounts This module to view the Accounts. We can use this module to manage your customers. We can track a variety of information about an account including Web site URL, address, number of employees and other data. Business subsidiaries can be linked to parent businesses in order to show relationships between accounts.
Leads This module to view the Leads. We can use this module to track individuals or companies who are potential customers. Leads are typically fed into the Sugar system automatically from your Web site, trade show lists or other methods. However, we can also manually enter leads into Sugar.
Opportunities This module to view the Opportunities. We can use this module to track potential customers. Opportunities help you manage your selling process by tracking attributes such as sales stages, probability of close, deal amount and other information.
Quotes This module to view the Quotes. We can use this module to specify the quantity of a product that will be sold to a customer at a specific price and the related account information.
Products
 This module to view the Products. We can use this module to view and manage records that were sold to customers.
Cases
 This module to view the Cases. We can use this module to help Customer Support manage product problems and inquiries by tracking information for each case such as its status and priority, the user assigned, as well as a full trail of all related open and completed activities.
Emails This module to view the Emails module. We can use this module to send, and receive emails. You can also automate Email management; create Email templates for automated responses, and for Email-based marketing campaigns. If you use Microsoft Outlook, you can quickly archive Email messages with the Sugar Plug-in for Outlook.
Bug Tracker This module to view the Bug Tracker. We can use this module to report and track bugs associated with a product. Customer support representatives can manage software-related support problems or inquiries to completion by tracking information for each bug such as its status and priority, its resolution, the user assigned, the release of software involved, its type (defect or feature) as well as a full trail of all related open and completed activities.
Documents This module to view the Documents. We can use this module to view a list of documents that you can download. You can also upload your own documents, assign publish and expiration dates, and specify which users can access them.
Campaigns
 This module to view the Campaigns. We can use this module to create and manage marketing campaigns. You can implement and track marketing campaigns. Campaigns may be telemarketing, mail or Email-based.
Projects This module to view the Projects. We can use this module to track and manage tasks for multiple projects. Tasks can be assigned to different users and assigned estimated hours of effort. As tasks are in progress and completed, users can update the information for each task.
RSS This module to view the RSS (RDF Site Summary). We can use this module to view and manage news and other Web content syndicated by Web sites. View the latest headlines provided by your favorite RSS feeds. These feeds provide news or other web content that is distributed or syndicated by Web sites. The system provides hundreds of RSS feeds, and you can easily add others.
Forecasts This module to view the Forecasts. We can view the committed sales amounts of individual users as well as teams for a specific time period.
Reports
 This module to view the Reports. We can create custom summary or detail reports for any module such as accounts, opportunities, or cases.
Contracts This module to view the Contracts. We can use this module to view, create, and manage contacts and related documents.
Dashboard This module to view the Dashboard. We can use this module to view a chart of your opportunities pipeline.
Knowledge Base This module to view the Knowledge Base. We can use this module to create, publish, and search for articles within Sugar.

Steps to Create a New Theme

To create a new theme, simply cut and paste any one of the existing themes we ship out of the box to a new directory and start modifying it. Some ideas for possible changes would be:

  1. Add new images in the page header/footer or in the form headers/footers
  2. Change the color scheme
  3. Move around the layout of the search box.
  4. Change the icons for each module.

Example:

<?php
$manifest = array (
'acceptable_sugar_versions' =>
array (
'exact_matches' =>
array (),
'regex_matches' =>
array (0 => '3.5.[01][a-z]?'),),
'acceptable_sugar_flavors' =>
array (
0 => 'OS',
1 => 'PRO',
2 => 'ENT',
), 'name' => 'Golden Gate Theme',
'description' => 'San Francisco inspired theme',
'author' => 'SugarCRM Inc.',
'published_date' => '2005-09-15 16:00:00',
'version' => '3.5.1',
'type' => 'theme',
'is_uninstallable' => TRUE,
'icon' => 'GoldenGate/images/Themes.gif',
'copy_files' =>
array (
'from_dir' => 'GoldenGate',
'to_dir' => 'themes/GoldenGate', 'force_copy' =>
array (),),); ?>

Team Management

  • Use the Team Management option to group users into teams for purposes of managing tasks.
  • Depending on the needs we can create multiple teams.
  • A user can belong to one or more teams. When you create a user, the system automatically creates a private team for the person.

To create a team

  1. In the Shortcuts menu of the Teams Home page, click Create Team.
  2. On the Teams page, enter the team name and a brief description.
  3. Click Save to create the team; click Cancel to exit the page without saving your changes.
  4. The system creates the team. Now, you need to assign users to the team.
  5. On the Team Home page, click the team name to view its detail page.
  6. On the detail page, click Select in the Users sub-panel to view the Users list.
  7. Select the users that you want to add to the team and click Select; to search for a user, use the Search field on the top of the page.
  8. The names of the selected users display in the Users sub-panel on the team’s detail page.
  9. To go back to the Teams Home page, click Teams in the Shortcuts menu.

References:

  • http://www.sugarcrm.com
  • http://www.sugarcrm.com/crm/products/new-in-sugar.html.
  • http://sugarcrm.openapp.org/2006/02/16/steps-to-add-new-module-in-sugarcrm-401/