Building on SugarCRM: Creating Applications the Easy Way by John Mertic

By John Mertic

Within the crowded box of purchaser dating administration (CRM) platforms, SugarCRM sticks out - not just for its modular layout, but additionally for the convenience with that you may enhance, customise, and expand your CRM functions. This concise publication presents a radical evaluate of the improvement instruments and APIs to be had in SugarCRM 6.2, displaying either builders and nondevelopers alike the best way to use them to construct a pattern software step by step. you will the way to bend and twist SugarCRM’s extensible MVC framework to create customized functions, together with strategies for automating your corporation that transcend conventional CRMs.

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The same tools that we showed previously in this chapter with Studio are also available inside Module Builder to add and edit fields, modify layouts, and build new relationships. It’s best practice to do all of the customization work for the custom modules you create through Module Builder in Module Builder itself, rather than making these changes in Studio after the fact. info Figure 2-15. Module as shown in Module Builder Deploying the new package to the world Once you have this wonderful module built, the next step is to get into an instance to start using it.

Info logic hook technique to automate a common task in this application: speaker proposal acceptance and rejection. Automate speaker acceptance and rejection A common task in conference management is accepting and rejecting talks proposed by the various speakers. This involves reviewing the proposals sent in, making decisions on whether to accept or reject them, and then notifying the speakers either way on the decision. While SugarCRM cannot take away the human decision element of this process, it can automate the notification process.

This fact alone makes building such an application on the SugarCRM platform a no-brainier, and alleviates all sorts of extra work for you as a developer. Even with all of that built, there’s still more that can be done to better streamline the workflow of the application. It would be great to not only bring information about the data in the system and its changing state, but also to automate common and tedious tasks within the system to make it easier to use. Luckily, SugarCRM has a rich and powerful API for building these sorts of customizations with ease, and in this chapter we’ll look at how to do a few of these through easy-to-build custom PHP code.

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