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SugarCRM Administrator Fundamentals Student Guide

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Course Goals

Administrator Getting Started

Navigate the Sugar Admin page

Configure common system settings

Add your company logo to your Sugar system

Understand Module Loader

Implementing Users, Teams and Roles

Understand user types, create, edit, activate, and deactivate and reassign users in Sugar

Understand team characteristics, create teams, assign users to teams, manage team information and create and manage team notices

Define role characteristics, create roles and set privileges, duplicate roles

Using Sugar Studio

Perform basic customizations to the screen layout and mobile layout of a given module

Create custom fields for a given module

Edit dropdown values for a standard field or a custom field

Restore to a previous version of a screen layout

Using Module Builder

Understanding module packages

Develop custom modules

Manager custom fields

Create module relationships

Organize module layouts

Deploy modules

Configuring Email Settings

Schedulers

Configure inbound email settings for a personal mailbox

Configure inbound email settings for a group mailbox

Configure outbound email settings for system notifications

Configure outbound email settings for a user

Manage email queue

Considerations for email campaigns

CreatingEffective Workflows

Understand when to use Sugar workflow

Configure your system to enable workflows

Utilize the Sugar workflow components such as conditions and alerts

Configuring Tracker Settings

Configure Tracker Home Page

Create Tracker Reports

Configure Tracker Settings

Managing Connector Settings

Set Connector Settings

Enable Connectors

Map Connector Fields

Manage Connector Search

Password Management

Setting Password Requirements

Editing Email Templates

Setting Link Expiration

Managing User-Generated Password Expiration

Editing Login Lockout

Enabling Captcha Validation

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  • 1. SugarCRMAdministrator Fundamentals Student Guide v. 6.0 1
  • 2. Sugar University Sugar Administrator Fundamentals Introduction Sugar Administrator Fundamentals Introduction v 6.0 ©2008-2010 SugarCRM Inc. All rights reserved. 1 Learning Objectives This session will enable you to Understand the goals, approach, and agenda for this class Understand how to benefit from this class ©2008-2010 SugarCRM Inc. All rights reserved. 2 2 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 3. Sugar University Sugar Administrator Fundamentals Introduction Logistics Course times Breaks Telephones Network access ©2008-2010 SugarCRM Inc. All rights reserved. 3 Course Goals These topics will enable to perform the following tasks: Administrator Getting Started Using Sugar Studio Navigate the Sugar Admin page Perform basic customizations to the Configure common system settings screen layout and mobile layout of a Add your company logo to your Sugar given module system Create custom fields for a given module Understand Module Loader Edit dropdown values for a standard field or a custom field Restore to a previous version of a Implementing Users, Teams screen layout and Roles Understand user types, create, edit, activate, and deactivate and reassign users in Sugar Understand team characteristics, create teams, assign users to teams, manage team information and create and manage team notices Define role characteristics, create roles and set privileges, duplicate roles ©2008-2010 SugarCRM Inc. All rights reserved. 4 3 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 4. Sugar University Sugar Administrator Fundamentals Introduction Course Goals, Continued These topics will enable to perform the following tasks: Using Module Builder Creating Effective Workflows Understanding module packages Understand when to use Sugar Develop custom modules workflow Manager custom fields Configure your system to enable Create module relationships workflows Organize module layouts Utilize the Sugar workflow components such as conditions and alerts Deploy modules Configuring Email Settings Configuring Tracker Settings Configure Tracker Home Page Schedulers Create Tracker Reports Configure inbound email settings for a personal mailbox Configure Tracker Settings Configure inbound email settings for a group Managing Connector Settings mailbox Set Connector Settings Configure outbound email settings for system Enable Connectors notifications Map Connector Fields Configure outbound email settings for a user Manage Connector Search Manage email queue Considerations for email campaigns ©2008-2010 SugarCRM Inc. All rights reserved. 5 Course Goals, Continued These topics will enable to perform the following tasks: Password Management Setting Password Requirements Editing Email Templates Setting Link Expiration Managing User-Generated Password Expiration Editing Login Lockout Enabling Captcha Validation ©2008-2010 SugarCRM Inc. All rights reserved. 6 4 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 5. Sugar University Sugar Administrator Fundamentals Introduction Online Agenda Day 1 Day 3 Introduction Review Administrator Getting Started Using Module Builder Implementing Users, Teams, Configuring Email Settings and Roles Recap Recap Day 4 Day 2 Review Review Creating Effective Workflows Using Studio Configuring Tracker Settings Recap Managing Connector Settings Password Management Review and Conclusion ©2008-2010 SugarCRM Inc. All rights reserved. 7 Course Approach Each topic has Walkthroughs of Sugar Lecture material and discussions Labs Training environment to work through labs Participant Guide contains Labs with questions and solutions SugarCRM Online Resources Up-to-date information ©2008-2010 SugarCRM Inc. All rights reserved. 8 5 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 6. Sugar University Sugar Administrator Fundamentals Introduction SugarCRM Resources Sugar University Links to the Learning Session schedule and the Online Library for step-by-step learning guides Sugar Podcasts! At www.SugarForge.org Sugar Docs: end-user and administrator manuals SugarWiki: http://www.sugarcrm.com/wiki Sugar Support Wiki: a support knowledgebase with tips, tricks, and troubleshooting steps Sugar Developer Wiki: a developer knowledgebase with documentation for extending and customizing Sugar Sugar Forums: http://www.sugarcrm.com/forums/ Developer Zone: http://developers.sugarcrm.com ©2008-2010 SugarCRM Inc. All rights reserved. 9 How to Get the Most from This Class Be on time at the start of each session Turn off cell phones, IM, and email to allow you to fully focus The brain can only handle one thing at a time! Switch off monitor or lower laptop during lecture sessions Follow along in walkthroughs Complete each lab in the order and time allotted Ask questions! Participate!  ©2008-2010 SugarCRM Inc. All rights reserved. 10 6 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 7. Sugar University Sugar Administrator Fundamentals Introduction Summary Now you know The goals, approach, and agenda for this course How to benefit from this course ©2008-2010 SugarCRM Inc. All rights reserved. 11 Sugar Administrator Fundamentals Introduction v 6.0 ©2008-2010 SugarCRM Inc. All rights reserved. 12 7 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 8. Sugar University Administrator Getting Started Administrator Getting Started ©2008-2010 SugarCRM Inc. All rights reserved. 1 Learning Objectives Understand the key areas of information for Sugar Administrators Configure Sugars system settings ©2008-2010 SugarCRM Inc. All rights reserved. 2 Copyright © 2009 SugarCRM, Inc. 8 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 9. Sugar University Administrator Getting Started Agenda Getting Friendly with the Admin Page Users Sugar Connect System Email Developer Tools Product & Quotes Bug Tracker Forecasts Contracts Questions and Answers ©2008-2010 SugarCRM Inc. All rights reserved. 3 Users User Management Team Management Role Management Password Management ©2008-2010 SugarCRM Inc. All rights reserved. 4 Copyright © 2009 SugarCRM, Inc. 9 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 10. Sugar University Administrator Getting Started Sugar Connect License Management Provides access to your personal Sugar Support portal Create and Manage Cases View Knowledge Base Articles Browse Training Materials Access Sugar Forums Sugar Updates Online Documentation ©2008-2010 SugarCRM Inc. All rights reserved. 5 System Overall Maintenance of SugarCRM System Settings Themes Scheduler Shortcut Bar Upgrade Wizard Connectors Basic Configuration Sugar Feed Mobile View Offline Clients Tracker Backups PDF Locale Location Specific Currencies Diagnostic Tool Support Services Repair ©2008-2010 SugarCRM Inc. All rights reserved. 6 Copyright © 2009 SugarCRM, Inc. 10 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 11. Sugar University Administrator Getting Started Email Email Settings Inbound Email Campaign Email Settings Manage Email Queue ©2008-2010 SugarCRM Inc. All rights reserved. 7 Developer Tools Studio Rename Tabs Module Builder Configure Tabs Module Loader Configure Subpanels Dropdown Editor Sugar Portal Workflow Management ©2008-2010 SugarCRM Inc. All rights reserved. 8 Copyright © 2009 SugarCRM, Inc. 11 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 12. Sugar University Administrator Getting Started Product & Quotes Product Catalog Product Categories Product Types Manufacturers Shipping Providers Tax Rates ©2008-2010 SugarCRM Inc. All rights reserved. 9 Everything Else Bugs Forecasts Contracts ©2008-2010 SugarCRM Inc. All rights reserved. 10 Copyright © 2009 SugarCRM, Inc. 12 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 13. Sugar University Administrator Getting Started Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 11 Quick Review Users Sugar Connect System Email Developer Tools Product & Quotes Bug Tracker Forecasts Contracts ©2008-2010 SugarCRM Inc. All rights reserved. 12 Copyright © 2009 SugarCRM, Inc. 13 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 14. Sugar University Administrator Getting Started Administrator Getting Started ©2008-2010 SugarCRM Inc. All rights reserved. 13 Copyright © 2009 SugarCRM, Inc. 14 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 15. Sugar University Implementing Users, Teams and Roles Implementing Users, Teams, and Roles Learning Objectives This section will enable you to… Understand user types, create, edit, activate, and deactivate users in Sugar Reassign records Understand team characteristics, create teams, assign users to teams, manage team information, and create and manage team notices Define role characteristics, create roles, and manage field-level access ©2008-2010 SugarCRM Inc. All rights reserved. 2 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 15
  • 16. Sugar University Implementing Users, Teams and Roles Agenda Key Concepts Users Teams Roles Q&A Summary ©2008-2010 SugarCRM Inc. All rights reserved. 3 Key Concepts: User What is a User? A user is how Sugar identifies the people in your organization who utilize the Sugar system If you are not a user, you cannot access Sugar directly A user is how Sugar authenticates you into the system You must supply a valid username/password combination to be authenticated into Sugar A user can be assigned records within Sugar Accounts, Contacts, Opportunities, Leads, etc. Each user can set their own preference settings Date and time formats, display options, personal information, etc. ©2008-2010 SugarCRM Inc. All rights reserved. 4 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 16
  • 17. Sugar University Implementing Users, Teams and Roles Key Concepts: Team What is a Team? A team is a grouping of users; users are members of a team Users can belong to multiple teams Teams are used to allow/restrict visibility to records Accounts, Contacts, Opportunities, Leads, etc. are assigned to a team If a user is a member of the same team that the record is assigned to, then the user can see the record Teams are a feature of Sugar Professional and Sugar Enterprise Not available in Sugar Community Edition; all users can see all records ©2008-2010 SugarCRM Inc. All rights reserved. 5 Key Concepts: Role What is a Role? A role defines the operations that can be performed within a module A role only takes effect for users who are added to the role Users can belong to multiple roles The most restrictive role prevails ©2008-2010 SugarCRM Inc. All rights reserved. 6 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 17
  • 18. Sugar University Implementing Users, Teams and Roles Key Concepts How Do Users, Teams, and Roles Fit Together? Example: A sales person is a User, and belongs to the East Team and the Sales Role The sales person can logon to Sugar Can the sales person see a particular opportunity? Only if the opportunity is assigned to the East Team Can the sales person edit opportunities? Only if the Sales Role allows the Edit operation ©2008-2010 SugarCRM Inc. All rights reserved. 7 Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 8 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 18
  • 19. Sugar University Implementing Users, Teams and Roles Users ©2008-2010 SugarCRM Inc. All rights reserved. 9 Key Concepts – What is a User? A user is how Sugar identifies the people in your organization who utilize the Sugar system A user is how Sugar authenticates you into the system A user can be assigned records within Sugar Each user can set their own preference settings ©2008-2010 SugarCRM Inc. All rights reserved. 10 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 19
  • 20. Sugar University Implementing Users, Teams and Roles Users - Active or Inactive Active users can Logon Be assigned records Count as a license (Pro + Ent) Inactive users cannot Logon Be assigned records, Count as a license (Pro + Ent) Why do not delete users? Keeps historical records valid Avoids orphaning records ©2008-2010 SugarCRM Inc. All rights reserved. 11 Users - Admins Multiple users can be granted Admin privileges Admin users gain access to the Administration area System Settings, Upgrade Wizard, Module Loader, User Management, Studio, Schedulers, Product Catalog, etc. Admin users bypass team security, and can view all records (Pro + Ent) Admin users count as a license (Pro + Ent) The original admin user can be re-named ©2008-2010 SugarCRM Inc. All rights reserved. 12 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 20
  • 21. Sugar University Implementing Users, Teams and Roles Users - Other User Types Portal API users are for server-to-server authentication Cannot logon through login screen Only method for login is through SOAP API Do not count as a license (Pro + Ent) Group users are for inbound email group mailboxes Cannot logon Do not count as a license (Pro + Ent) ©2008-2010 SugarCRM Inc. All rights reserved. 13 Users - Creating Users Usernames must be unique, and no more than 20 alpha-numeric characters Last names (surnames) and passwords are also required for creating a user New users are sent notification with logon information This may be set up through Password Management A user cannot be selected to report to themselves New users are automatically added to the Global team (Pro and Ent only) A private team is automatically created for a new user, and the new user is automatically added to their private team (Pro and Ent only) Select Active or Inactive status ©2008-2010 SugarCRM Inc. All rights reserved. 14 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 21
  • 22. Sugar University Implementing Users, Teams and Roles Users – Editing Users Users can modify many of their own preference settings Users can NOT modify: Status (Active/Inactive) User type (Admin, Group, Portal) Access to Offline Client Reports to Tabs removed from view by an Admin Team membership Role membership ©2008-2010 SugarCRM Inc. All rights reserved. 15 Users – Record Reassignment In cases where records must be transferred to new users Records may be assigned to teams as well The reassignment may be applied on any or all modules required ©2008-2010 SugarCRM Inc. All rights reserved. 16 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 22
  • 23. Sugar University Implementing Users, Teams and Roles Demonstration Implementing Users ©2008-2010 SugarCRM Inc. All rights reserved. 17 Lab Lab #1: Implementing Users 15 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 18 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 23
  • 24. Sugar University Implementing Users, Teams and Roles Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 19 Teams ©2008-2010 SugarCRM Inc. All rights reserved. 20 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 24
  • 25. Sugar University Implementing Users, Teams and Roles Key Concepts: Teams What is a Team? • A team is a grouping of users; users are members of a team • Users can belong to multiple teams • Teams allow/restrict visibility to records • If a user is a member of the same team the record is assigned to, then the user can see the record • Teams are a feature of Sugar Professional and Sugar Enterprise only ©2008-2010 SugarCRM Inc. All rights reserved. 21 Teams - Record Assignment Teams handle record-level security Every record within Sugar may belong to one or more teams If a user belongs to the same team authorized to view a record, the user can access the record Otherwise, the user will see “Error retrieving record. You may not be authorized to view this record.” Admin users bypass team security and can view all available records ©2008-2010 SugarCRM Inc. All rights reserved. 22 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 25
  • 26. Sugar University Implementing Users, Teams and Roles Teams are Buckets Jim Sally West Team North Team East Team Contact: Ann Smith Contact Craig Elms Contact: Ann Smith Contact: Ben Davis Account: Beta Corp. Account: Gamma Inc. Account: Alpha Inc. Account: Alpha Inc. Account: Delta Co. Jim has access to Sally has access to Ann Smith Ben Davis Craig Elms Ann Smith Craig Elms Alpha Inc. Beta Corp. Alpha Beta Gamma Delta Inc. Corp. Inc. Co. ©2008-2010 SugarCRM Inc. All rights reserved. 23 Teams - Record Assignment, Continued Global team is intended for records that should be visible to all users Important: Do not delete the Global team, or remove users from the Global team Private teams are denoted as the username within parentheses Example: (laura) for Laura Angel Important: Do not delete the private teams, or remove users from their private teams Users create new records assigned to their Default Team, unless otherwise specified By default, the default team is the user’s private team Users can change their default team Team is a required field for saving records Important: Do not remove the Team field from edit view layouts ©2008-2010 SugarCRM Inc. All rights reserved. 24 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 26
  • 27. Sugar University Implementing Users, Teams and Roles Teams - Membership Types Member or Explicit When a user is manually assigned to a team, the user is given explicit membership to that team Can be removed manually as well Member Reports-to or Implicit When a user is manually assigned to a team, the user’s manager (Reports To) is given implicit membership to that team The manager of the user is given implicit membership, all the way up the reporting hierarchy The manger can only be removed by breaking the Reports To link, or by removing the original downstream user from the team ©2008-2010 SugarCRM Inc. All rights reserved. 25 Teams - Team Notices Team Notices broadcast team-specific alerts to team members Team Notices display as a scrolling marquee in a dashlet on each team member’s Home page Each Team Notice has a start date and an end date Team Notices can be set to Hidden if the admin wants to disable the Notice Team Notices can include a URL ©2008-2010 SugarCRM Inc. All rights reserved. 26 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 27
  • 28. Sugar University Implementing Users, Teams and Roles Demonstration Implementing Teams ©2008-2010 SugarCRM Inc. All rights reserved. 27 Lab Lab #2: Implementing Teams 15 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 28 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 28
  • 29. Sugar University Implementing Users, Teams and Roles Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 29 Roles ©2008-2010 SugarCRM Inc. All rights reserved. 30 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 29
  • 30. Sugar University Implementing Users, Teams and Roles Key Concepts: Roles What is a Role? A role defines the operations that can be performed within a module A role only takes effect for users who are added to the role Users can belong to multiple role The most restrictive aspect of each role prevails ©2008-2010 SugarCRM Inc. All rights reserved. 31 Roles - Access and Access Types Roles control access levels to modules for a set of users Access displays the module tab when set to Enabled or Not Set. Enabled – module tab available Not Set – set by default, which is the same as Enabled Disabled – module table unavailable Access Type delegates the ownership of specific tasks in certain modules to groups or individuals. Normal – can view and manage records in the module depending on team membership. Regular users are granted Normal access type. Admin – can administer all records in the module regardless of team membership. The user does not have access to admin tools. Developer – can access the administrator and development tools. Admin & Developer – allows the user to view and manage all records and access administration and development tools to manage the module. Team membership is not required to view records in this module. ©2008-2010 SugarCRM Inc. All rights reserved. 32 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 30
  • 31. Sugar University Implementing Users, Teams and Roles Roles - Allowed Operations Operation options: All – all users who are assigned to the role can perform this operation Owner – only the assigned user of the record can perform the operation Not Set – setting by default, same action as All None – none of the users in this role can perform the operation Operations: Delete, Edit, Export, Import, View the List View, and View the Detail View ©2008-2010 SugarCRM Inc. All rights reserved. 33 Roles - Field Level Access Field Level Access provides granular security Accessible by selecting the module hyperlink within a specific role. ©2008-2010 SugarCRM Inc. All rights reserved. 34 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 31
  • 32. Sugar University Implementing Users, Teams and Roles Roles – Field Level Permission Types To set permissions for a field, click Not Set and select one of the following options from the drop- down menu: Read / Write Role users are able to View and Edit Read / Owner Write Role users are able to View, but only record owners may Edit Read Only Role users are only able to View Owner Read / Owner Write Only record owners may View and Edit particular record None The field is hidden from all users ©2008-2010 SugarCRM Inc. All rights reserved. 35 Role Examples Role Access Example Role A = Enable Accounts & Opportunities Modules Disable Cases Module Role B = Enable Accounts & Cases Module User assigned to Role A & B = Access to Accounts and Opportunities Operations Example Role A = OWNER can Edit & Delete Account records Role B = NONE can Edit & Delete Account records Users assigned to Role A & B = cannot Edit or Delete Account records ©2008-2010 SugarCRM Inc. All rights reserved. 36 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 32
  • 33. Sugar University Implementing Users, Teams and Roles Demonstration Implementing Roles ©2008-2010 SugarCRM Inc. All rights reserved. 37 Labs Lab #3: Implementing Roles 15 minutes Lab #4: Record Reassignment 10 minutes Lab #5: Field Level Access 10 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 38 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 33
  • 34. Sugar University Implementing Users, Teams and Roles Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 39 Summary Now you can: Understand user types, create, edit, activate, deactivate and reassign users in Sugar Understand team characteristics, create teams, assign users to teams, manage team information and create and manage team notices Define role characteristics, create roles, and set privileges Key Concepts Users logon to the system Teams restrict which records a user can view Roles restrict what operations a user can perform on those records ©2008-2010 SugarCRM Inc. All rights reserved. 40 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 34
  • 35. Sugar University Implementing Users, Teams and Roles Implementing Users, Teams, and Roles ©2008-2010 SugarCRM Inc. All rights reserved. 41 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 35
  • 36. Sugar University Using Sugar Studio Using Sugar Studio ©2008-2010 SugarCRM Inc. All rights reserved. 1 Learning Objectives This section will enable you to… Organize module and mobile layouts Restore to a previous version of a module layout Create and edit custom fields for modules Create and edit drop-down menus for standard and custom fields Edit field labels Create and edit module relationships Configure and rename module tabs ©2008-2010 SugarCRM Inc. All rights reserved. 2 Copyright © 2008 SugarCRM, Inc. 36 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 1
  • 37. Sugar University Using Sugar Studio Overview and Navigation ©2008-2010 SugarCRM Inc. All rights reserved. 3 What is Studio? Studio is where basic customizations may be made to the look and feel of the modules. Studio is accessible to users with administrator privileges Studio is located on the Administration home page ©2008-2010 SugarCRM Inc. All rights reserved. 4 Copyright © 2008 SugarCRM, Inc. 37 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 2
  • 38. Sugar University Using Sugar Studio Navigation Module File Tree Module Icons Bread crumb trail Help panel ©2008-2010 SugarCRM Inc. All rights reserved. 5 Exporting Customizations Ability to export customized modules from Studio Creates a package of one or multiple modules Creates a .zip file for the package containing the customizations. •©2008-2010 SugarCRM Inc. All rights reserved. Copyright © 2008 SugarCRM, Inc. 38 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 3
  • 39. Sugar University Using Sugar Studio Studio Module Components Labels Edit the standard and custom field labels that display in records for the module Fields Create custom fields Edit standard and custom fields Relationships Create custom relationships Layouts Add, remove, and organize panels, rows, and fields in the layouts Subpanels Add, remove and organize the fields displayed in subpanels Mobile Layouts Add, remove and organize panels, rows, and fields for wireless devices ©2008-2010 SugarCRM Inc. All rights reserved. 7 Demonstration Navigating Studio ©2008-2010 SugarCRM Inc. All rights reserved. 8 Copyright © 2008 SugarCRM, Inc. 39 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 4
  • 40. Sugar University Using Sugar Studio Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 9 Customizing Layouts ©2008-2010 SugarCRM Inc. All rights reserved. 10 Copyright © 2008 SugarCRM, Inc. 40 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 5
  • 41. Sugar University Using Sugar Studio Layout Definitions Edit View Contains fields for editing record data; this is where you may change field values Detail View Displays the record data; this is the first view you see when you access a record Note: The Edit View and Detail View must be edited separately! ©2008-2010 SugarCRM Inc. All rights reserved. 11 Layout Definitions, Continued List View Shows a filtered list of records based on search criteria Quick Create Form Shows the subpanel Create short form Sugar Dashlets Contains dashlet fields on the home page Popup Provides popup window search parameters Search Provides search parameters which filter records and determine what appears in the list view ©2008-2010 SugarCRM Inc. All rights reserved. 12 Copyright © 2008 SugarCRM, Inc. 41 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 6
  • 42. Sugar University Using Sugar Studio Layout - Buttons Save - Changes are saved in Studio, but are not reflected in the module Save & Deploy - Changes are saved in Studio, and also deployed to the module View History - Restores the layout to a previously saved version Restore Default - Restores the default layout ©2008-2010 SugarCRM Inc. All rights reserved. 13 Customizing Detail View, Edit View, and Quick Create Toolbox View all fields, both standard and custom, that are not in the layout Drag & drop to/from the layout and Toolbox Fields (filler) fields Rows Panels Display panels as tabs ©2008-2010 SugarCRM Inc. All rights reserved. 14 Copyright © 2008 SugarCRM, Inc. 42 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 7
  • 43. Sugar University Using Sugar Studio Mobile Layouts Mobile EditView / DetailView Contains fields for editing and displaying record data Mobile ListView Shows a filtered list of records based on search criteria Mobile Search Provides search parameters that filter records and determine what appears in the list view Note: Featured in Sugar Professional and Enterprise. ©2008-2010 SugarCRM Inc. All rights reserved. 15 Demonstration Customizing Detail View, Edit View, and Quick Create ©2008-2010 SugarCRM Inc. All rights reserved. 16 Copyright © 2008 SugarCRM, Inc. 43 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 8
  • 44. Sugar University Using Sugar Studio Lab Lab #1: Adding and Removing Panels, Rows and Fields in Detail View, Edit View, and Quick Create Layouts 25 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 17 Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 18 Copyright © 2008 SugarCRM, Inc. 44 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 9
  • 45. Sugar University Using Sugar Studio Customizing ListView, Sugar Dashlet, Popup, and Search Layouts Adding Fields Drag & drop fields to Default column Removing Fields Drag & drop fields in Default column to Available or Hidden columns Changing Column Width ©2008-2010 SugarCRM Inc. All rights reserved. 19 Demonstration Customizing List View, Search Form, and Subpanels ©2008-2010 SugarCRM Inc. All rights reserved. 20 Copyright © 2008 SugarCRM, Inc. 45 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 10
  • 46. Sugar University Using Sugar Studio Lab Lab #2: Adding and Removing Fields in List View 10 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 21 Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 22 Copyright © 2008 SugarCRM, Inc. 46 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 11
  • 47. Sugar University Using Sugar Studio Creating and Editing Fields ©2008-2010 SugarCRM Inc. All rights reserved. 23 Creating and Editing Fields Add Field button – creates new custom field Edit Labels button – allow you to edit any field’s label Edit a Field – edits custom and standard fields Custom Fields Standard Fields ©2008-2010 SugarCRM Inc. All rights reserved. 24 Copyright © 2008 SugarCRM, Inc. 47 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 12
  • 48. Sugar University Using Sugar Studio Field Types Standard Fields Special Fields Text Field URL Text Area HTML Address Float Currency Image Date Encrypt Date/Time List of Values Fields Decimal DropDown Integer Multiselect Phone Radio Checkbox Relationship Fields Relate Flex Relate ©2008-2010 SugarCRM Inc. All rights reserved. 25 Demonstration Creating and Editing Fields ©2008-2010 SugarCRM Inc. All rights reserved. 26 Copyright © 2008 SugarCRM, Inc. 48 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 13
  • 49. Sugar University Using Sugar Studio Lab Lab #3: Create and Edit Custom Fields 10 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 27 Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 28 Copyright © 2008 SugarCRM, Inc. 49 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 14
  • 50. Sugar University Using Sugar Studio Dropdown Editor ©2008-2010 SugarCRM Inc. All rights reserved. 29 Dropdowns Overview Create and Edit Dropdown Fields In Dropdown Editor, view a list of all dropdowns in Sugar In Studio Module Fields component, select a Dropdown data type ©2008-2010 SugarCRM Inc. All rights reserved. 30 Copyright © 2008 SugarCRM, Inc. 50 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 15
  • 51. Sugar University Using Sugar Studio Creating Dropdown Fields Item Name: These values are represented in the database using this value Select a value that does not contain any special characters, such as “&” or “/” Display Label: These values are displayed in the drop- down menu Values may contain any characters ©2008-2010 SugarCRM Inc. All rights reserved. 31 Edit Dropdown Buttons and Icons Add button Edit icon Delete icon Save button Undo button Redo button Cancel button Sort Ascending button Sort Descending button ©2008-2010 SugarCRM Inc. All rights reserved. 32 Copyright © 2008 SugarCRM, Inc. 51 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 16
  • 52. Sugar University Using Sugar Studio Demonstration Creating and Editing Dropdowns ©2008-2010 SugarCRM Inc. All rights reserved. 33 Lab Lab #4: Creating and Editing Custom Drop-down Fields 15 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 34 Copyright © 2008 SugarCRM, Inc. 52 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 17
  • 53. Sugar University Using Sugar Studio Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 35 Editing Labels ©2008-2010 SugarCRM Inc. All rights reserved. 36 Copyright © 2008 SugarCRM, Inc. 53 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 18
  • 54. Sugar University Using Sugar Studio Labels Labels View and edit all of the field labels for a module in one page Layouts Edit fields from the selected module layout with the Properties tab Click the Edit Labels button available in the module Fields page to access the Edit Labels page ©2008-2010 SugarCRM Inc. All rights reserved. 37 Demonstration Editing Labels ©2008-2010 SugarCRM Inc. All rights reserved. 38 Copyright © 2008 SugarCRM, Inc. 54 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 19
  • 55. Sugar University Using Sugar Studio Lab Lab #5: Editing Field Labels 5 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 39 Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 40 Copyright © 2008 SugarCRM, Inc. 55 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 20
  • 56. Sugar University Using Sugar Studio Creating Module Relationships ©2008-2010 SugarCRM Inc. All rights reserved. 41 Relationship Editor Relationships may be created between any two deployed modules. Benefits to new relationships: Creating Subpanels Enhanced Reporting Capabilities Linking typically unrelated data ©2008-2010 SugarCRM Inc. All rights reserved. 42 Copyright © 2008 SugarCRM, Inc. 56 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 21
  • 57. Sugar University Using Sugar Studio Relationship Types One-to-One Both modules’ records will contain relate fields Extends existing module data Creates direct links between records One-to-Many The Primary Modules record contains a subpanel, and the Related Modules record contains a relate field. For example, Accounts to Contacts relationship Many-to-Many Both modules records will display subpanels For example, Accounts to Bugs relationship ©2008-2010 SugarCRM Inc. All rights reserved. 43 Primary vs. Related Modules Primary Module that owns the relationship Module which is selected when creating or editing relationships Related Module that is being used to relate to the primary module Example: Accounts module is selected in Studio Relationship Editor is chosen to relate to Contacts Accounts is Primary, and Contacts is Related ©2008-2010 SugarCRM Inc. All rights reserved. 44 Copyright © 2008 SugarCRM, Inc. 57 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 22
  • 58. Sugar University Using Sugar Studio Demonstration Creating Module Relationships ©2008-2010 SugarCRM Inc. All rights reserved. 45 Lab Lab #6: Creating Module Relationships 10 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 46 Copyright © 2008 SugarCRM, Inc. 58 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 23
  • 59. Sugar University Using Sugar Studio Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 47 Configuring and Renaming Tabs ©2008-2010 SugarCRM Inc. All rights reserved. 48 Copyright © 2008 SugarCRM, Inc. 59 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 24
  • 60. Sugar University Using Sugar Studio Configure Tabs Reorder Tabs Hide or Display Tabs Display tabs - may be viewed by all users Hide Tabs - may not be viewed by any users Allow users to configure tabs: Checking box allows users to customize their tab display from within My Account ©2008-2010 SugarCRM Inc. All rights reserved. 49 Rename Tabs Click Edit (pencil) icon to change tab names ©2008-2010 SugarCRM Inc. All rights reserved. 50 Copyright © 2008 SugarCRM, Inc. 60 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 25
  • 61. Sugar University Using Sugar Studio Demonstration Configuring and Renaming Tabs ©2008-2010 SugarCRM Inc. All rights reserved. 51 Lab Lab #7: Configuring and Renaming Tabs 10 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 52 Copyright © 2008 SugarCRM, Inc. 61 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 26
  • 62. Sugar University Using Sugar Studio Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 53 Summary Now you can: Perform basic customizations to module and mobile layouts Restore to a previous version of a module layout Create custom fields for modules Edit drop-downs for standard and custom fields Create new module relationships Configure & rename module tabs ©2008-2010 SugarCRM Inc. All rights reserved. 54 Copyright © 2008 SugarCRM, Inc. 62 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 27
  • 63. Sugar University Using Sugar Studio Using Sugar Studio ©2008-2010 SugarCRM Inc. All rights reserved. 55 Copyright © 2008 SugarCRM, Inc. 63 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 28
  • 64. Sugar University Using Module Builder Using Module Builder ©2008-2010 SugarCRM Inc. All rights reserved. 1 Learning Objectives This workshop will enable you to: Understand module packages Develop custom modules Manage custom fields Create module relationships Organize module layouts Deploy module packages ©2008-2010 SugarCRM Inc. All rights reserved. 2 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 64
  • 65. Sugar University Using Module Builder Introduction to Module Builder ©2008-2010 SugarCRM Inc. All rights reserved. 3 What is Module Builder? Module Builder allows you to create a custom modules containing custom objects Module Builder is accessible with administrator privileges ©2008-2010 SugarCRM Inc. All rights reserved. 4 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 65
  • 66. Sugar University Using Module Builder Who uses Module Builder? Administrator Users Build and install custom modules without having to write code Developers Create custom modules which can be further code customized Package custom modules for easy distribution ©2008-2010 SugarCRM Inc. All rights reserved. 5 Why use Module Builder? Custom Module built in Module Builder: Can be created from scratch or based upon templates Can be related to other modules, either custom modules or modules already in the application Built-in reporting, workflow, and access control functionality Are upgrade-safe Are easily deployed within the application Are easily published and exported for distribution ©2008-2010 SugarCRM Inc. All rights reserved. 6 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 66
  • 67. Sugar University Using Module Builder Module Builder verses Studio Module Builder Studio Create and edit custom modules Edit custom and OOB modules Create one-to-many, many-to- Create one-to-many, many-to- many and one-to-one many and one-to-one relationships relationships Custom fields created for custom Custom fields created for OOB module appear and behave as and custom modules appear as standard fields in Studio after custom fields deploy/install ©2008-2010 SugarCRM Inc. All rights reserved. 7 Module Building Process Step 1: Create a package Step 2: Develop the custom module Step 3: Deploy the package ©2008-2010 SugarCRM Inc. All rights reserved. 8 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 67
  • 68. Sugar University Using Module Builder Step 1: Create Package ©2008-2010 SugarCRM Inc. All rights reserved. 9 What is a Package? Packages are containers for custom modules that are related to each other within a project, and are: Deployed in the Sugar instance Published for distribution and installation in other Sugar instances Exported for further development in other Sugar instances ©2008-2010 SugarCRM Inc. All rights reserved. 10 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 68
  • 69. Sugar University Using Module Builder Creating a Package Go to Administration: Home > Developer Tools section > Module Builder Select the New Package icon to create a new package To modify existing packages, select the icon for the package you want to edit Enter the Package Name The Package Name must be alphanumeric and contain no spaces Example: HF_Management ©2008-2010 SugarCRM Inc. All rights reserved. 11 Creating a Package, continued Enter the Author (optional) Enter the Key Differentiates packages/modules with similar names Enter the Description of the package (optional) Provides a ReadMe section below the description text area for additional documentation ©2008-2010 SugarCRM Inc. All rights reserved. 12 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 69
  • 70. Sugar University Using Module Builder Demonstration Creating a Package ©2008-2010 SugarCRM Inc. All rights reserved. 13 Lab Lab #1: Creating a Package 5 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 14 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 70
  • 71. Sugar University Using Module Builder Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 15 Step 2: Develop Modules ©2008-2010 SugarCRM Inc. All rights reserved. 16 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 71
  • 72. Sugar University Using Module Builder Developing Module Components A: Select module templates B: Edit fields C: Create relationships D: Organize layouts ©2008-2010 SugarCRM Inc. All rights reserved. 17 A: Selecting Module Templates ©2008-2010 SugarCRM Inc. All rights reserved. 18 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 72
  • 73. Sugar University Using Module Builder Module Templates Module templates provide a baseline module, where additional functionality can be built Each template contains specific fields Templates include pre-defined layouts ©2008-2010 SugarCRM Inc. All rights reserved. 19 Module Template Types Basic Provides basic fields such as the Name, Assigned to, Date Created, etc. Commonly used for most Custom Modules Company Contains organization-specific fields Creates module similar to Accounts module Issue Uses Customer / Technical Support type fields Creates modules similar to Bug Tracker or Cases modules Person Contains Individual specific fields Creates modules similar to Contacts or Leads modules ©2008-2010 SugarCRM Inc. All rights reserved. 20 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 73
  • 74. Sugar University Using Module Builder Module Template Types, continued Sale Provides opportunity-specific fields associated with the sales cycle Creates module similar to Opportunities module File Contains document specific fields Creates module similar to Documents module ©2008-2010 SugarCRM Inc. All rights reserved. 21 Demonstration Creating a Module Using Templates ©2008-2010 SugarCRM Inc. All rights reserved. 22 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 74
  • 75. Sugar University Using Module Builder Lab Lab #2: Creating a Module Using Templates 5 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 23 Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 24 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 75
  • 76. Sugar University Using Module Builder B: Editing Fields ©2008-2010 SugarCRM Inc. All rights reserved. 25 Creating and Editing Fields Add Field Edit Labels Edit Fields ©2008-2010 SugarCRM Inc. All rights reserved. 26 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 76
  • 77. Sugar University Using Module Builder Demonstration Creating and Editing Fields ©2008-2010 SugarCRM Inc. All rights reserved. 27 Lab Lab #3: Creating and Editing Fields 15 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 28 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 77
  • 78. Sugar University Using Module Builder Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 29 C: Creating Relationships ©2008-2010 SugarCRM Inc. All rights reserved. 30 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 78
  • 79. Sugar University Using Module Builder Creating Relationships Relationships may be created in Module Builder between Existing modules and custom modules Custom modules and other custom modules in same package ©2008-2010 SugarCRM Inc. All rights reserved. 31 Demonstration Creating Module Relationships ©2008-2010 SugarCRM Inc. All rights reserved. 32 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 79
  • 80. Sugar University Using Module Builder Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 33 D: Organizing Layouts ©2008-2010 SugarCRM Inc. All rights reserved. 34 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 80
  • 81. Sugar University Using Module Builder Layout Definitions EditView Sugar Dashlet DetailView Sugar Dashlet ListView ListView Sugar Dashlet QuickCreate Search Search PopupView Basic Search Popup ListView Advanced Search Popup Search ©2008-2010 SugarCRM Inc. All rights reserved. 35 Demonstration Organizing Layouts ©2008-2010 SugarCRM Inc. All rights reserved. 36 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 81
  • 82. Sugar University Using Module Builder Lab Lab #4: Organizing Layouts 20 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 37 Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 38 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 82
  • 83. Sugar University Using Module Builder Step 3: Deploying Modules ©2008-2010 SugarCRM Inc. All rights reserved. 39 Deployment Types Export Creates a .zip file containing all customizations made in this package Transports customizations to multiple development environments Publish Creates a .zip file containing all customizations contained in the package File may be used to install module(s) using Module Loader Deploy Installs the module(s) within the current instance ©2008-2010 SugarCRM Inc. All rights reserved. 40 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 83
  • 84. Sugar University Using Module Builder Demonstration Deploying Modules ©2008-2010 SugarCRM Inc. All rights reserved. 41 Lab Lab #5: Deploying Modules 5 minutes Lab #6: Creating Relationships 10 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 42 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 84
  • 85. Sugar University Using Module Builder Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 43 Best Practices Whiteboard / plan custom module logic prior to development List requirements for custom module, and then determine What to create using Module Builder What requires custom development Test, Test, Test custom module in Development environment Organize EditView to closely match paper forms Create a module for data entry to replace a paper-driven process ©2008-2010 SugarCRM Inc. All rights reserved. 44 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 85
  • 86. Sugar University Using Module Builder Summary Now you can: Understand module packages Develop custom modules Manage custom fields Create module relationships Organize module layouts Deploy modules ©2008-2010 SugarCRM Inc. All rights reserved. 45 Using Module Builder ©2008-2010 SugarCRM Inc. All rights reserved. 46 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 86
  • 87. Sugar University Configuring Email Settings Configuring Email Settings ©2008-2010 SugarCRM Inc. All rights reserved. 1 Learning Objectives This section will enable you to Understand schedulers Configure outbound email settings Configure inbound email settings ©2008-2010 SugarCRM Inc. All rights reserved. 2 Copyright © 2008 SugarCRM, Inc. 87 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 88. Sugar University Configuring Email Settings Why Use Schedulers and Email? Outbound Email Notifies employees/users Logs communication to all clients Uses email templates Auto replies for inbound email Maximizes use of Sugar’s Campaigns, Workflow, and Activities modules Schedulers Required for Workflows, Campaigns, and Inbound Email modules Keeps your database trim Executes any custom processes timely ©2008-2010 SugarCRM Inc. All rights reserved. 3 Why Use Schedulers and Email?, Continued Inbound Email Maximizes the effectiveness of the Campaigns Module Logs communication FROM all clients Manages Group Mailboxes (sales, support, info, etc) among team members Sets up auto reply to emails ©2008-2010 SugarCRM Inc. All rights reserved. 4 Copyright © 2008 SugarCRM, Inc. 88 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 89. Sugar University Configuring Email Settings Outbound Email Settings Basic Requirements Gmail, Yahoo! Mail, Microsoft Exchange, and Other System Wide Notifications Note: Ensure that your SMTP server allows relaying from the Sugar server’s IP address. ©2008-2010 SugarCRM Inc. All rights reserved. 5 Demonstration Outbound Email ©2008-2010 SugarCRM Inc. All rights reserved. 6 Copyright © 2008 SugarCRM, Inc. 89 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 90. Sugar University Configuring Email Settings Schedulers Basic Setup php_curl.dll enabled in php.ini Windows and Batch Linux and Cron Stock Jobs Basic Options Advanced Options Custom Jobs ©2008-2010 SugarCRM Inc. All rights reserved. 7 Scheduler Overview Operating system requests that PHP execute Sugar’s cron.php file User’s Interface SugarCRM Scheduler executes Active Scheduler Jobs ©2008-2010 SugarCRM Inc. All rights reserved. 8 Copyright © 2008 SugarCRM, Inc. 90 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 91. Sugar University Configuring Email Settings Demonstration Scheduler ©2008-2010 SugarCRM Inc. All rights reserved. 9 Inbound Email Group Mail Accounts Creating Case from Emails Bounce Handling Accounts Scheduler must be enabled for Inbound Mailboxes ©2008-2010 SugarCRM Inc. All rights reserved. 10 Copyright © 2008 SugarCRM, Inc. 91 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 92. Sugar University Configuring Email Settings Demonstration Inbound Email ©2008-2010 SugarCRM Inc. All rights reserved. 11 Summary PHP extensions (curl/imap) Outbound Email Sendmail or SMTP System and User Schedulers Cron.php must be enabled On Demand customers - “cron enabled” Stock Jobs are “ready to roll” Inbound Email Scheduler must be enabled User & Groups ©2008-2010 SugarCRM Inc. All rights reserved. 12 Copyright © 2008 SugarCRM, Inc. 92 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 93. Sugar University Configuring Email Settings Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 13 Configuring Email Settings ©2008-2010 SugarCRM Inc. All rights reserved. 14 Copyright © 2008 SugarCRM, Inc. 93 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 94. Sugar University Creating Effective Workflows Creating Effective Workflows ©2008-2010 SugarCRM Inc. All rights reserved. 1 Learning Objectives This chapter will enable you to: Understand when to use Sugar workflow Configure your system to enable workflows Utilize the Sugar workflow components such as conditions and alerts ©2008-2010 SugarCRM Inc. All rights reserved. 2 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 94
  • 95. Sugar University Creating Effective Workflows Why and When to Use Workflow Standardize business processes across the organization Create custom business processes based on unique needs of your company Define alerts, triggers, and actions to ensure follow- through ©2008-2010 SugarCRM Inc. All rights reserved. 3 Part I: System Configuration Email Settings for Alerts Advanced Time Elapses tselect_type_dom Scheduler for Time Elapsed workflow ©2008-2010 SugarCRM Inc. All rights reserved. 4 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 95
  • 96. Sugar University Creating Effective Workflows Demonstration System Configuration ©2008-2010 SugarCRM Inc. All rights reserved. 5 Lab Lab #1: System Configuration 10 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 6 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 96
  • 97. Sugar University Creating Effective Workflows Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 7 Part II: Automate Business Process Workflow Definition Execution Occurs Target Module Applies To Processing Order Conditions Target & Related Module Fields & Values Alerts Alert Email Templates Actions Target & Related Module Fields & Values ©2008-2010 SugarCRM Inc. All rights reserved. 8 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 97
  • 98. Sugar University Creating Effective Workflows Additional Workflow Options Alert Email Templates Workflow Sequences ©2008-2010 SugarCRM Inc. All rights reserved. 9 Example I: Alert & Time Elapse Create the Definition Target module Leads Applies to New Records Only Processing Order is Alerts then Actions Execution Occurs After Time Elapses Create the Conditions Status does not change for 6 hours Operations - Alert Create the Alert Template Create Alert Workflow Alert Recipient List ©2008-2010 SugarCRM Inc. All rights reserved. 10 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 98
  • 99. Sugar University Creating Effective Workflows Example II: Action & When Record Saves Create the Definition Target module Accounts Applies to New Records Only Processing Order is Actions then Alerts Execution Occurs When Record Saves Create the Conditions When the Billing Street changes in the Accounts module Operations - Action Create a Call record in the Contact (Related Module) to the Account (Target Module) Complete the Call record fields ©2008-2010 SugarCRM Inc. All rights reserved. 11 Lab Lab #2: Create Workflows 25 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 12 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 99
  • 100. Sugar University Creating Effective Workflows Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 13 Advanced Example – Customer Alert Define Workflow Alerts then Actions Target Module is Cases Applies to New and Existing Records Execution Occurs when Record is Saved Conditions When status changes Alert Alert the client of Status Change ©2008-2010 SugarCRM Inc. All rights reserved. 14 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 100
  • 101. Sugar University Creating Effective Workflows Lab Lab #3 : Advanced Workflows 30 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 15 Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 16 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 101
  • 102. Sugar University Creating Effective Workflows Workflow Review Configure System Define Workflow Determine the Conditions Create Alert Template if needed Arrange Operations TEST TEST TEST!!! Advanced Tips & Tricks Change the sequence Custom Time Elapses tselect_type_dom ©2008-2010 SugarCRM Inc. All rights reserved. 17 Creating Effective Workflows ©2008-2010 SugarCRM Inc. All rights reserved. 18 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 102
  • 103. Sugar University Configuring Tracker Settings Configuring Tracker Settings ©2008-2010 SugarCRM Inc. All rights reserved. 1 Learning Objectives This chapter will enable you to: Understand tracker Configure tracker home page Create tracker reports Configure tracker settings ©2008-2010 SugarCRM Inc. All rights reserved. 2 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 103
  • 104. Sugar University Configuring Tracker Settings What is Tracker? Tracker is an administrative feature that analyzes and stores system usage, performance, and makes this data available for reporting Tracker settings are accessible to users with administrator privileges Admin system link Tracker Dashlets, reports, and operations are accessible to users assigned to the Tracker role ©2008-2010 SugarCRM Inc. All rights reserved. 3 Who uses Tracker? Administrator Users Log and track system activity Utilize reports for determining roles and assigning security Plan for hardware maintenance and upgrades Developers Use slow query reporting to test customizations Determine how custom modules are used by end users ©2008-2010 SugarCRM Inc. All rights reserved. 4 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 104
  • 105. Sugar University Configuring Tracker Settings Why use Tracker? Tracker provides a high-level view into how Sugar performs, who uses the system, and how it is being used. Log users’ actions Reference user session information Provide system level reporting Assist with Role assignments Essential for testing performance and usage trend analysis ©2008-2010 SugarCRM Inc. All rights reserved. 5 Where is Tracker? Admin System Link System Settings Sugar Home Page Reports ©2008-2010 SugarCRM Inc. All rights reserved. 6 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 105
  • 106. Sugar University Configuring Tracker Settings Tracker Home Page ©2008-2010 SugarCRM Inc. All rights reserved. 7 Tracker Home Page Tracker Home Page Moveable Dashlet containing Tracker Information: Located on the Sugar Home page Contains details on: Module Usage Currently Logged In Users Weekly Activity User Logged In Time Note: Only users assigned to the Tracker Role have access to this tab on the home page. ©2008-2010 SugarCRM Inc. All rights reserved. 8 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 106
  • 107. Sugar University Configuring Tracker Settings Demonstration Tracker Home Page ©2008-2010 SugarCRM Inc. All rights reserved. 9 Tracker Reports ©2008-2010 SugarCRM Inc. All rights reserved. 10 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 107
  • 108. Sugar University Configuring Tracker Settings Tracker Reports Offer Administrators and Supervisors visibility into user actions and performance. Supervisors can only access activities of their subordinates. Administrators have access to all activities. Provide several pre-defined reports that cannot be edited. Feed information on the Tracker tab on the Home page. Note: Only users assigned to the Tracker Role have access to these reports. ©2008-2010 SugarCRM Inc. All rights reserved. 11 Reports: Tracker Performance Module Use the Tracker Performance Module Reports to: Track Database Roundtrips Log Memory Usage Determine Server Response Time ©2008-2010 SugarCRM Inc. All rights reserved. 12 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 108
  • 109. Sugar University Configuring Tracker Settings Reports: Tracker Queries Module Use the Tracker Queries Module Report to: Log Query Count Determine Average Seconds Query Takes Determine Total Seconds Query Runs View Actual SQL Statements ©2008-2010 SugarCRM Inc. All rights reserved. 13 Reports: Tracker Sessions Module Use the Tracker Sessions Module Reports to: Log Active Sessions Report when Sessions Start and End Determine Total Seconds Sessions are active Store Client IP Address for Session ©2008-2010 SugarCRM Inc. All rights reserved. 14 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 109
  • 110. Sugar University Configuring Tracker Settings Reports: Trackers Module Use the Tracker Module Reports to: Track last accessed record Log Session with accessed Modules / Records Track actions performed by user in session ©2008-2010 SugarCRM Inc. All rights reserved. 15 Demonstration Tracker Reports ©2008-2010 SugarCRM Inc. All rights reserved. 16 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 110
  • 111. Sugar University Configuring Tracker Settings Tracker Settings ©2008-2010 SugarCRM Inc. All rights reserved. 17 Tracker Settings Go to Administration home page > System Enable/Disable tracker functionality Disable options during system testing and upgrades Disable options to help reserve system resources ©2008-2010 SugarCRM Inc. All rights reserved. 18 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 111
  • 112. Sugar University Configuring Tracker Settings Track Users Actions Option Use this option to track: User actions such as modules accessed on a particular day Actions performed in those modules such as viewing or editing records Best Practice: Understand how users are using Sugar Study end-user behavior to gain a better understanding of system Determine roles and field-level access ©2008-2010 SugarCRM Inc. All rights reserved. 19 Track Users Session Information Use this option to track: Users session data such as session round trips, start and end dates. Actions performed in those modules such as viewing or editing records Best Practice: Study network usage, along with peak / low access times Allocate proper network resources to Sugar during peak times ©2008-2010 SugarCRM Inc. All rights reserved. 20 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 112
  • 113. Sugar University Configuring Tracker Settings Track Performance Metrics Option Use this option to track: Performance-related information such as database access, file access, server response time, and memory usage Best Practice Provide a hardware administrator with information on how the system is currently being used Determine whether to upgrade hardware, buy a new machine, or fine-tune the current machine ©2008-2010 SugarCRM Inc. All rights reserved. 21 Track SQL Statements option Use this option to track: Slow SQL queries. Substitute the runtime SQL values with the ? character so that the SQL pattern is treated as a single slow query entry Best Practices Provides administrators with areas of low performance Indicates whether the SQL indices are set up properly, and if they need to be optimized ©2008-2010 SugarCRM Inc. All rights reserved. 22 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 113
  • 114. Sugar University Configuring Tracker Settings Other Tracker Settings Log Slow queries. Number of days of Tracker data to store when Scheduler prunes the tables. Slow query time threshold ©2008-2010 SugarCRM Inc. All rights reserved. Demonstration Tracker Settings ©2008-2010 SugarCRM Inc. All rights reserved. 24 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 114
  • 115. Sugar University Configuring Tracker Settings Summary Now you can: Understand tracker Configure tracker home page Create tracker reports Configure tracker settings ©2008-2010 SugarCRM Inc. All rights reserved. 25 Configuring Tracker Settings ©2008-2010 SugarCRM Inc. All rights reserved. 26 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 115
  • 116. Sugar University Using Sugar Studio Configuring Sugar Connectors •©2008-2010 SugarCRM Inc. All rights reserved. 1 •7/7/2010 Learning Objectives This chapter will enable you to: Understand Connector Settings Set, Enable, Map, and Manage Searches for Connectors Integrate Data into Sugar from Connectors •©2008-2010 SugarCRM Inc. All rights reserved. 2 •2 Copyright © 2009 SugarCRM, Inc. 116 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 1
  • 117. Sugar University Using Sugar Studio Overview of Connector Settings •©2008-2010 SugarCRM Inc. All rights reserved. 3 What are Sugar Connectors? Connects to external data sources Merges with existing data in Sugar records Enabled for Standard and Custom modules Designed for company-type or person-type modules such as Accounts, Leads, and Contacts. Module must have a standard Detail View layout •©2008-2010 SugarCRM Inc. All rights reserved. 4 •4 Copyright © 2009 SugarCRM, Inc. 117 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 2
  • 118. Sugar University Using Sugar Studio Why add Connectors? Access contact details Gain in-depth insight on prospects Help build rapport quickly Close deals faster •©2008-2010 SugarCRM Inc. All rights reserved. 5 •5 What are the Provided Connectors? Hoover’s Zoominfo-Person Zoominfo-Company LinkedIn •©2008-2010 SugarCRM Inc. All rights reserved. 6 •6 Copyright © 2009 SugarCRM, Inc. 118 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 3
  • 119. Sugar University Using Sugar Studio Where to find additional connectors? Access additional connectors at: SugarForge: http://www.sugarforge.org SugarExchange: http://www.sugarexchange.com New connectors can also be developed and uploaded into Sugar using Module Loader. •©2008-2010 SugarCRM Inc. All rights reserved. 7 •7 How to access Connector Settings Administration: Home page Located in the System Panel Set Connector Properties Enable Connectors Map Connector Fields Manage Connector Search •©2008-2010 SugarCRM Inc. All rights reserved. 8 •8 Copyright © 2009 SugarCRM, Inc. 119 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 4
  • 120. Sugar University Using Sugar Studio Setting Connector Properties •©2008-2010 SugarCRM Inc. All rights reserved. 9 Connector Properties Utilizes Web Services for integration Connects to External Data Sources Obtains some settings from Connector Provider •©2008-2010 SugarCRM Inc. All rights reserved. 10 •10 Copyright © 2009 SugarCRM, Inc. 120 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 5
  • 121. Sugar University Using Sugar Studio Hoover’s Properties Endpoint URL: Provided WSDL URL: Provided API Key: Obtain from Hoover’s Go to: http://www.hoovers.com/global/hoov/index.xhtml •©2008-2010 SugarCRM Inc. All rights reserved. 11 •11 Zoominfo-Person Properties Person Search Query URL: Provided Person Detail Query URL: Provided Partner Code: Obtain from Zoominfo at: http://developer.zoominfo.com/ API Key : Obtain from Zoominfo at: http://developer.zoominfo.com/ •©2008-2010 SugarCRM Inc. All rights reserved. 12 •12 Copyright © 2009 SugarCRM, Inc. 121 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 6
  • 122. Sugar University Using Sugar Studio Zoominfo-Company Properties Person Search Query URL: Provided Person Detail Query URL: Provided Partner Code: Obtain from Zoominfo at: http://developer.zoominfo.com/ API Key : Obtain from Zoominfo at: http://developer.zoominfo.com/ •©2008-2010 SugarCRM Inc. All rights reserved. 13 •13 LinkedIn Properties URL: Provided •©2008-2010 SugarCRM Inc. All rights reserved. 14 •14 Copyright © 2009 SugarCRM, Inc. 122 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 7
  • 123. Sugar University Using Sugar Studio Maintaining Settings Provide New URLs in Connector Settings when connector URLs change Select Test Connector (where applicable) to ensure that proper login credentials have been supplied, Select Save to add settings Select Cancel to discard setting changes Check connector provider sites for updates on API changes, and updates •©2008-2010 SugarCRM Inc. All rights reserved. 15 •15 Enabling Connectors •©2008-2010 SugarCRM Inc. All rights reserved. 16 Copyright © 2009 SugarCRM, Inc. 123 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 8
  • 124. Sugar University Using Sugar Studio Enabling Connectors Enables modules which integrate with connectors Provides columns for enabled and disabled modules Enables modules for connectors by default •©2008-2010 SugarCRM Inc. All rights reserved. 17 •17 Enabling / Disabling Connectors To enable a connector, drag a module from Disabled to Enabled To disable a connector, drag modules from Enabled to Disabled Click Save to add settings •©2008-2010 SugarCRM Inc. All rights reserved. 18 •18 Copyright © 2009 SugarCRM, Inc. 124 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 9
  • 125. Sugar University Using Sugar Studio Mapping Connector Fields •©2008-2010 SugarCRM Inc. All rights reserved. 19 Mapping Connector Fields Binds connector fields to Sugar module fields Provides field mappings set by default for Sugar- provided connectors Changes default mapping and additional fields can be mapped. Allows data to appear in the List View, Additional Details Pop-up, and Data Merge Forms •©2008-2010 SugarCRM Inc. All rights reserved. 20 •20 Copyright © 2009 SugarCRM, Inc. 125 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 10
  • 126. Sugar University Using Sugar Studio Data Source Output Table Data Source Data List View Additional Details Pop-Up / Data Merge Hoover’s City, Country, Company Name, City, State, Country, Phone Company ID, Annual Office, Annual Sales, Street Address 1, Street Sales, Address 2, Postal Code, Total Employees Company Name Zoominfo-Person First Name, Last First Name, Last Name, Company Name, Job Name, Company Title, Image URL, Summary URL, Email Name, Address Job Title Zoominfo-Company Company Name, City, Company Name, City, State, Website, Postal State, Website Code, Industry, Website, Description Detail List View: available columns in the list of connectors possible matches Data Merge: available fields on the Data Merge page. •©2008-2010 SugarCRM Inc. All rights reserved. 21 •21 Connector Mapping Tabs Each connector contains fields with corresponding drop-down list of connector-enabled Sugar module fields. •©2008-2010 SugarCRM Inc. All rights reserved. 22 •22 Copyright © 2009 SugarCRM, Inc. 126 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 11
  • 127. Sugar University Using Sugar Studio Managing Connector Search •©2008-2010 SugarCRM Inc. All rights reserved. 23 Manage Connector Search Choose fields used to search data source Search parameters are limited by data source •©2008-2010 SugarCRM Inc. All rights reserved. 24 •24 Copyright © 2009 SugarCRM, Inc. 127 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 12
  • 128. Sugar University Using Sugar Studio Data Source Search Table Data Source Supported Search Default Search Fields Fields Hoover’s Company Name, State, Company Name City, Country, Postal Code Zoominfo-Person First Name, Last Name, First Name, Last Company Name, Email Name Address. Zoominfo-Company Company Name, Company Name Country, Postal Code, State Connector search results depend on Search rules defined by data source provider. •©2008-2010 SugarCRM Inc. All rights reserved. 25 •25 Manage Connector Search Tabs Displays lists of connector-search fields for connector- enabled modules Drag and drop fields from Available to Default View selected fields on Search sub-panel on Data Merge page •©2008-2010 SugarCRM Inc. All rights reserved. 26 •26 Copyright © 2009 SugarCRM, Inc. 128 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 13
  • 129. Sugar University Using Sugar Studio Integrating Data from Connectors •©2008-2010 SugarCRM Inc. All rights reserved. 27 Viewing Connector Data in Sugar LinkedIn Make sure you’re logged into LinkedIn LinkedIn Symbol appears next to the Account Name Jigsaw, Hoover’s, and Zoominfo Displays Get Data button Displays only the connectors the Admin enables •©2008-2010 SugarCRM Inc. All rights reserved. 28 •28 Copyright © 2009 SugarCRM, Inc. 129 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 14
  • 130. Sugar University Using Sugar Studio Viewing Connector Data in Sugar, continued Data Merge page Specific fields to merge or Smart Copy Save record to merge the data in Sugar •©2008-2010 SugarCRM Inc. All rights reserved. 29 •29 Summary Overview of Connector Settings Setting Properties Enabling Connectors Mapping Fields Managing Searches Integrating Data •©2008-2010 SugarCRM Inc. All rights reserved. 30 •30 Copyright © 2009 SugarCRM, Inc. 130 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 15
  • 131. Sugar University Using Sugar Studio Configuring Sugar Connectors •©2008-2010 SugarCRM Inc. All rights reserved. 31 •7/7/2010 Copyright © 2009 SugarCRM, Inc. 131 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 16
  • 132. Sugar University Password Management Using Password Management Learning Objectives This chapter will enable you to: Set Password Requirements Edit Email Templates Set Link Expiration Manage User-Generated Password Expiration Edit Login Lockout Enable Captcha Validation Copyright © 2009 SugarCRM, Inc. 132 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 1
  • 133. Sugar University Password Management Introduction to Password Management Why use Password Management? Automatic password generation for users Handles password reset process Sends email notification for new user creation Enforces secure password creation Adheres to Government / Industry regulations for password management Copyright © 2009 SugarCRM, Inc. 133 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 2
  • 134. Sugar University Password Management Value for Company Reduces IT resources for password management Increases security for industry regulation compliance Increases user productivity No-wait password reset while traveling, or when employees reside in different time zones Value for Administrator Increases IT bandwidth by allowing users to manage passwords Generates system notifications for new user setup Avoids security risks by preventing weak passwords creation Copyright © 2009 SugarCRM, Inc. 134 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 3
  • 135. Sugar University Password Management Setting Password Requirements Setting Password Requirements Requirement Settings Minimum Length Must contain one Maximum Length lowercase letter (a-z) Must contain one Must contain special uppercase letter (A-Z) character Must contain one (~,!,@,#,$,%,^,&,*,(,), number (0-9) _,+,-,=,{,},|) Regex Requirement Regex Description Copyright © 2009 SugarCRM, Inc. 135 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 4
  • 136. Sugar University Password Management Regex Requirement Password Validation via Regular Expression allows for granular management of passwords Validation can include any string / character combinations developed by administrator Regular Expression Syntax http://docs.python.org/library/re.html#re-syntax Regular Expression Examples http://nilangshah.wordpress.com/2007/06/26/password- validation-via-regular-expression/ Editing Email Templates Copyright © 2009 SugarCRM, Inc. 136 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 5
  • 137. Sugar University Password Management Editing Email Templates Generates emails when new system-generated password are sent to user Sends Emails when user request a system- generated link to reset password Adds new template when you click Create Modifies an existing template when you click Edit Creating Email Templates Creating Email Template for passwords management works similar to creating email template for Campaigns and Workflow Can send emails in HTML or Plain Text Copyright © 2009 SugarCRM, Inc. 137 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 6
  • 138. Sugar University Password Management Modifying Existing Template Variables are changed within template Modified templates take effect immediately Complete changes by clicking Save Setting Link Expiration Copyright © 2009 SugarCRM, Inc. 138 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 7
  • 139. Sugar University Password Management Setting Link Expiration Can be enabled / disabled Can be set to expire in Minutes, Hours, or Days when enabled Need to generate a new request when expired Managing User-Generated Password Expiration Copyright © 2009 SugarCRM, Inc. 139 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 8
  • 140. Sugar University Password Management Setting Link Expiration Enable / Disable Expires in Days, Weeks, or Months Expires after set number of logins Needs to generate a new password when expired Editing Login Lockout Copyright © 2009 SugarCRM, Inc. 140 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 9
  • 141. Sugar University Password Management Editing Login Lockout Enable / Disable Lockout after a set number of un-successful login attempts Notice displays indicating that lockout has been activated Enabling Captcha Validation Copyright © 2009 SugarCRM, Inc. 141 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 10
  • 142. Sugar University Password Management Enabling Captcha Validation Enable / Disable Requires public and private key fields Keys are generated and obtained from http://recaptcha.net/ Summary Now you should how to: Set Password Requirements Edit Email Templates Set Link Expiration Manage User-Generated Password Expiration Edit Login Lockout Enable Captcha Validation Copyright © 2009 SugarCRM, Inc. 142 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 11
  • 143. Sugar University Password Management Using Password Management Copyright © 2009 SugarCRM, Inc. 143 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 12
  • 144. Sugar University Review and Conclusion Review and Conclusion ©2008-2010 SugarCRM Inc. All rights reserved. 1 Sandboxing Use a “dev” instance Test Users, Teams, and Roles before Implementing in Production Test Email configuration Test Schedulers Test Studio Layouts Test Workflows Test Upgrades and Customizations ©2008-2010 SugarCRM Inc. All rights reserved. 2 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission 144 SugarCRM. from
  • 145. Sugar University Review and Conclusion Remember Gotchas, Tips, and Tricks Implicit and Explicit Team Membership Most Restrictive Roles Prevail Save the current view in Studio before you start making changes. Use History to Restore Modified Studio Layouts Studio: Alter Edit Views and Detail Views alike Configure Inbound Email Scheduler at least 10 Minutes apart Really intensive on the web and email servers ©2008-2010 SugarCRM Inc. All rights reserved. 3 Remember Gotchas, Tips, and Tricks, Continued Sending mail is set in System and User Time Elapsed Workflows need Cron.php Enabled Plan Workflow Design ahead of time (on paper) Upgrade in a Dev instance identical to Production Keep a log of modified files for upgrades ©2008-2010 SugarCRM Inc. All rights reserved. 4 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission 145 SugarCRM. from
  • 146. Sugar University Review and Conclusion Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 5 SugarCRM Resources Sugar University: http://www.sugarcrm.com/university Sugar Podcasts: http://www.SugarForge.org Sugar Docs: http://www.sugarcrm.com/crm/support/documentation Sugar Knowledge Base: http://kb.sugarcrm.com/ SugarWiki: http://www.sugarcrm.com/wiki Sugar Support Wiki Sugar Developer Wiki Sugar Forums: http://www.sugarcrm.com/forums/ SugarCRM Developer Website: http://developers.sugarcrm.com/ ©2008-2010 SugarCRM Inc. All rights reserved. 6 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission 146 SugarCRM. from
  • 147. Sugar University Review and Conclusion You Can Do It! Know your way around Administration: Effectively use Roles and Teams Modify Sugar to fit your business with custom fields and custom workflows Configure the Trackers, Password Management, and Connectors Find and use the Sugar resources you need to gain Success with SugarCRM! ©2008-2010 SugarCRM Inc. All rights reserved. 7 Feedback Please complete the course evaluation at: http://tinyurl.com/3uwydd ©2008-2010 SugarCRM Inc. All rights reserved. 8 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission 147 SugarCRM. from
  • 148. Sugar University Review and Conclusion Review and Conclusion ©2008-2010 SugarCRM Inc. All rights reserved. 9 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission 148 SugarCRM. from
  • 149. Implementing Users, Teams and Roles, v6.0Lab #1: Implementing UsersGoal Review user types, create a new userScenario Your company has just hired a new employee. Her name is Sarah Boyd, and she will join the new Engineering department as the Engineering VP. Jason Blue, your systems administrator, will be creating Sarah’s user account for your Sugar Enterprise server.Outcome Sarah’s user account is created, and Sarah can login successfully and create a Lead record.Time 15 minutesInstructionsTask 1: In this task you are Jason Blue, the system administrator. You will review the different types of users that exist. Step Action 1 Login as Jason Blue, who is an administrator. Username = jason Password = jason 2 Click the Admin system link to access the Administration home page. 3 Go to the Users section. Click the User Management link to access the Users list view. 4 Observe the Status column. Question 1.1: Which usernames have no status indicated? ____________________________________________ 5 Observe the System Administrator column. Question 1.2: Which usernames have administrator privileges? ____________________________________________ 149
  • 150. Task 2: In this task you are Jason Blue, the system administrator. You will create a new user, Sarah Boyd. Step Action 1 Login as Jason Blue, who is an administrator. Username = jason Password = jason 2 Click the Admin system link to access the Administration home page. 3 Go to the Users section. Click the User Management link to access the Users list view. 4 Click the Create User action on the Users module tab hover menu. 5 On the Users page, enter the appropriate information to create Sarah Boyd as a new user: In the User Profile panel: Username: sarah First Name: Sarah Status: Active Last Name: Boyd Access Type: Regular User In the Employee Information panel: Employee Status: Active Title: Engineering VP Department: Engineering Reports to: John Narcom Question 1.3: What is John Narcom’s username? In the Email Settings panel: Email Address: sarah.boyd@company.crm Select the Primary Radio Button In the Password tab: New Password: sarah Confirm Password: sarah 6 Click Save button. 150
  • 151. 7 Find Sarah Boyd’s record in the Users list. Click on Sarah’s name to drill down on her record. Click the Access tab and scroll down to the My Teams sub- panel. Observe the Teams to which Sarah belongs. Question 1.4: Which teams does Sarah have membership to? 8 Logout as Jason Blue.Task 3: In this task you are Sarah Boyd, the Engineering VP. You will login as Sarah Boyd and create a Lead. Step Action 1 Login as Sarah Boyd. Username = sarah Password = sarah 2 Click Next through the New User Wizard. 3 Click Finish on the final page of the wizard to display Sarah’s Home page. 3 Click the Create Lead action in the Lead module tab hover menu. 4 From the Leads page, enter the appropriate information to create a new lead. First Name: Clark Last Name: Kent Team: Sarah Boyd Assigned To: sarah 5 Click the Save button. 151
  • 152. Solutions #1: Implementing UsersAnswer 1.1 Which usernames have no status indicated? Campaign, Inbound Sales, SugarCRM, and Support Email boxesAnswer 1.2 Which usernames have administrator privileges? admin, jasonAnswer 1.3 What is John Narcom’s username? johnAnswer 1.4 Which teams does Sarah have membership to? Sarah Boyd, Global 152
  • 153. Implementing Users, Teams and Roles, v6.0Lab #2: Implementing TeamsGoal Review team memberships, create a new team, add users to a team, post a team notice.Scenario Now that Sarah Boyd is on board as a new hire, the Engineering team needs to be created for her. The sales managers at the company will also have visibility to the Engineering team’s records. In addition, the Engineering team is planning an off-site for Friday, and the team needs to be notified from within Sugar.Outcome The Engineering team is created. Sarah Boyd, her manager, and the sales managers are members of the team. A team notice is posted and visible to members of the Engineering team from within Sugar.Time 15 minutesInstructionsTask 1: In this task you are Jason Blue, the system administrator. You will review the types of team memberships, along with John Narcom, the VP of Sales. Step Action 1 Login as Jason Blue, who is an administrator. Username = jason Password = jason 2 Click the Admin system link to access the Administration home page. 3 Go to the Users section. Click the User Management link to access the Users list view. 4 Locate Sarah Boyd in the Users list view, and click on her name. 5 While viewing Sarah Boyd’s detail view, scroll down until you can see the My Teams sub-panel. Observe the Teams to which Sarah belongs. 6 Click on Sarah Boyd, which is the private team for Sarah Boyd. 153
  • 154. 7 Observe the Membership column in the Users sub-panel. Question 2.1: What membership type is Sarah Boyd for the Sarah Boyd team? ____________________________________________ Question 2.2: What membership type is John Narcom for the Sarah Boyd team? ____________________________________________8 Logout as Jason Blue.9 Login as John Narcom. Username = john Password = john10 Proceed through the New User Wizard pages, and click Finish on the last page of the wizard to display John’s Home page.11 Click the Leads module tab.12 Search for the “Clark Kent” lead record. Name: Clark Kent13 Click on the “Clark Kent” lead record. Observe that John can view the “Clark Kent” lead record, even though it is assigned to Sarah’s private team. Question 2.3: Why can John Narcom view a record that is assigned to Sarah Boyd’s private team? ____________________________________________14 Logout as John Narcom. 154
  • 155. Task 2: In this task you are Jason Blue, the system administrator. You will create the Engineering team and add users to the engineering team. Step Action 1 Login as Jason Blue, who is an administrator. Username = jason Password = jason 2 Click the Admin system link to access the Administration home page. 3 Go to the Users section. Click the Team Management link to access the Teams list view. 4 Click the Create Team action on the Teams module tab hover menu. 5 Enter the appropriate information to create Engineering as a new team: Team Name: Engineering Description: Engineering Department Users 6 Click the Save button. 8 In the Users sub-panel, click the Select button, then select Sarah Boyd in the pop-up window. 9 Observe the Membership type for Sarah. Question 2.4: Which membership type does Sarah have for the Engineering team? ____________________________________________ 10 Observe the Membership type for John Narcom. Question 2.5: Which membership type does John have for the Engineering team? ____________________________________________ 155
  • 156. 11 Click the Select button in the Users sub-panel to add additional users to the Engineering team. Choose the following users: • Barbara Boxley • Derrick Toupin • John Narcom • Lawrence Heier • Rocio Watchman • Sally Salters Question 2.6: Which membership type does John have for the Engineering team, after adding him explicitly? ____________________________________________ 12 Logout as Jason Blue.Task 3: In this task you are Jason Blue, the system administrator. You will set a Team Notice for the Engineering team, on behalf of Sarah Boyd, the Engineering VP. Step Action 1 Login as Jason Blue, who is an administrator. Username = jason Password = jason 2 Click the Admin system link to access the Administration home page. 3 Go to the Users section. Click the Team Management link to access the Teams list view. 4 Click the Create Team Notice action on the Teams module tab hover menu. 5 Enter the appropriate information to create a Team Notice: Date Start: today’s date Date End: end of next week Team: Engineering Team Status: Visible Title: Notice for Engineering Description: We are having a team meeting off-site next Friday! URL Title: Directions To Off-Site URL: http://maps.google.com 156
  • 157. Question 2.7: What are the possible options for a Team Notice status?7 Click the Save button.8 Logout as Jason Blue.9 Login as Sarah Boyd. Username = sarah Password = sarah10 From the Home page, review your new team notice in the Team Notices dashlet. You may need to add this dashlet to your home page, then refresh the page, if the dashlet is not already present.11 Logout as Sarah Boyd. 157
  • 158. Solutions #2: Implementing TeamsAnswer 2.1 What membership type is Sarah Boyd for the Sarah Boyd team? MemberAnswer 2.2 What membership type is John Narcom for the Sarah Boydteam? Member Reports-toAnswer 2.3 Why can John Narcom view a record that is assigned to Sarah Boyd’s private team? John is Sarah’s manager, and has Member Reports-to membership to the Sarah Boyd private team.Answer 2.4 Which membership type does Sarah have for the Engineering team? MemberAnswer 2.5 Which membership type does John have for the Engineering team? Member Reports-toAnswer 2.6 Which membership type does John have for the Engineering team, after adding him explicitly? MemberAnswer 2.7 What are the possible options for a Team Notice status? Visible and HiddenImplementing Users, Teams and Roles, v6.0 COPYRIGHT © 2010 SUGARCRM, INC. ALL RIGHTS RESERVED. 158 No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 159. Lab #3: Implementing RolesGoal Create a role and add users to the role.Scenario Now that the Engineering team is created, there are certain access controls that need to be implemented for the Engineering VP. Sarah Boyd is allowed to see all Contacts, Leads, Targets, Bugs, and Cases in the system. Sarah is not allowed to see any Forecasts, Opportunities, or Quotes.Outcome An Engineering Role is created. Sarah Boyd is added to the Engineering Role. Three modules will be hidden from her. She will be able to bypass team security in six other modules.Time 15 minutes.InstructionsTask 1: In this task you are Jason Blue, the system administrator. You will create a role for Engineering, and add Sarah Boyd to the role. Step Action 1 Login as Jason Blue, who is an administrator. Username = jason Password = jason 2 Click the Admin system link to access the Administration home page. 3 Go to the Users section. Click the Role Management link to access the Roles list view. 4 Click the Create Role action on the Roles module tab hover menu. 5 On the Roles page, enter the appropriate information to create a Role: Name: Engineering Role Description: This is the role for all Engineering personnel. 159
  • 160. 6 Select the appropriate options for module access within the Engineering Role by double-clicking the word Not Set under the Access column: Forecasts: Disabled Opportunities: Disabled Quotes: Disabled All other modules should be left as Not Set. Question 3.1: What are the options for module Access in a Role? ____________________________________________7 Select the appropriate options for user type access within the Engineering Role by double-clicking the word Not Set under the Access Type column: Contacts: Admin Leads: Admin Cases: Admin Bug Tracker: Admin All other modules should be left as Not Set. Question 3.2: What are the options for module Access Type in a Role? ____________________________________________8 Click the Save button. Review the changes to the Engineering role.9 In the Users sub-panel, click the Select button Select Sarah Boyd in the pop-up window.10 Go to the Accounts module.11 Observe the Team assignment for accounts. Question 3.3: Do you see any accounts assigned to Global team? ____________________________________________12 Logout as Jason Blue. 160
  • 161. Task 2: In this task you are Sarah Boyd, the Engineering VP. You will verify your access rights based on the Engineering Role. Step Action 1 Login as Sarah Boyd, who is the Engineering manager. Username = sarah Password = sarah 2 Observe that the following tabs are not available for you to see or click: • Forecasts • Opportunities • Quotes Question 3.4: How many tabs does Sarah see? (Include the ones in the drop-down arrow.) ____________________________________________ 3 Click the Account tab to access the Accounts list view. Question 3.5: Can you see the accounts records? Why or why not? ____________________________________________ 4 Click the My Account system link at the top of the window. 5 Observe the My Teams sub-panel for Sarah. Question 3.6: Is Sarah a member of the Central team? ____________________________________________ 6 In the security table, review the Access Type for the Accounts module for Sarah. Question 3.7: What is Sarah’s Access Type for the Accounts module? ____________________________________________ 7 Logout as Sarah Boyd. 161
  • 162. Solutions #3: Implementing RolesAnswer 3.1 What are the options for module Access in a Role? Not Set, Enabled, DisabledAnswer 3.2 What are the options for module Access Type in a Role? Normal, Not Set, AdminAnswer 3.3 Do you see any accounts assigned to Global team? NoAnswer 3.4 How many tabs does Sarah see? 16Answer 3.5 Can you see the accounts records? Why or why not? No. Sarah is not on any of the account teams.Answer 3.6 Is Sarah a member of the Central team? NoAnswer 3.7 What is Sarah’s Access Type for the Accounts module? Normal 162
  • 163. Implementing Users, Teams and Roles, v6.0Lab #4: Record ReassignmentGoal Reassign records from one user to anotherScenario Recently, Delores Brink in Support has decided to move to another division of the company, and will need her existing Cases to be reassigned. Sarah Boyd is available to assist with managing Delores’ Cases.Outcome Case records that are assigned to Delores Brink will now be reassigned to Sarah Boyd. The default team for these records will be changed to Engineering. The Cases module will be chosen for this operation.Time 10 minutes.InstructionsTask 1: In this task you are Jason Blue, the system administrator. You will reassign Delores’ records to Sarah Step Action 1 Login as Jason Blue, who is an administrator. Username = jason Password = jason 2 Click the Admin system link to access the Administration home page. 3 Go to the Users section. Click the User Management link to access the Users list view. 4 Click the Reassign Records action on the Users module tab hover menu. 5 On the Record Reassignment page, select the following users in the dropdown: From User: Delores Brinks To User: Sarah Boyd 6 Select Engineering in the Set team to: dropdown. 163
  • 164. 7 Select the Cases module in the Modules to include in reassignment: dropdown menu. Question 4.1: What are the options that appear in the priority multi-select box?8 Click the Submit button.9 On the next screen, an operation confirmation appears. Question 4.2: What would the Verbose Output check box be necessary for? ____________________________________________10 Click on the Continue button.11 Observe the Processing Cases results. Question 4.3: How many records were affected by this operation? ____________________________________________12 Logout as Jason Blue. 164
  • 165. Solutions #4: Record ReassignmentAnswer 4.1 What are the options that appear in the priority multi-select box? High, Medium, LowAnswer 4.2 What would the Verbose Output check box be necessary for? When reassignment is being used with an existing WorkflowAnswer 4.3 How many records were affected by this operation? 40 165
  • 166. Implementing Users, Teams and Roles, v6.0Lab #5: Field Level AccessGoal Modify field level visibility for an existing RoleScenario Management has decided that Engineering team will have restricted access to certain fields in the Cases module. The Description and Type field will be available to view but not edit for Engineering users.Outcome Use the Engineering Role that has been previously created, to apply field level access to restrict users to view only for Description and Type fields.Time 10 minutes.InstructionsTask 1: In this task you are Jason Blue, the system administrator. You will restrict access to the Description and Type fields. Step Action 1 Login as Jason Blue, who is an administrator. Username = jason Password = jason 2 Click the Admin system link to access the Administration home page. 3 Go to the Users section. Click the Role Management link to access the Roles list view. 4 Select the Engineering Role from the Role list. 5 To the left of the module access grid, select the Cases link. 6 Within the Field Permissions section, select the appropriate options Description: Read Only Type: Read Only Question 5.5: What are the options in the permission dropdowns? ____________________________________________ 7 Click the Save button. 8 Logout as Jason Blue. 166
  • 167. Task 2: In this task you are Sarah Boyd, the Engineering manager. You will view how the Field Level Access restrictions have changed visibility with Case records. 1 Login as Sarah Boyd, who is the Engineering manager. Username = sarah Password = sarah 2 Select the Cases module 3 Choose the Subject link of the Case with Case Number: 667825. 4 Observe that the Type and Description fields are available to view. 5 Select the Edit button. 6 Observe that Type and Description are unavailable for editing. 7 Logout as Sarah Boyd. 167
  • 168. Solutions #5: Field Level AccessAnswer 5.5 What are the options in the permission dropdowns? Not Set, Read / Write, Read / Owner Write, Read Only, Owner Read / Owner Write, None COPYRIGHT © 2010 SUGARCRM, INC. ALL RIGHTS RESERVED. 168 No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 169. Using Sugar Studio, v.6.0Lab #1: Adding and Removing Panels, Rows and Fields inDetail View, Edit View and Quick Create LayoutsGoal To review module layout types. To know how to remove, add and move panels, rows and fields in detail view, edit view and quick create layouts.Scenario Your company wants to start recording the birthdates of contacts. They also want to shorten the Leads quick create layout by organizing some of the fields. Jason Blue, the system administrator, will add the Birthdate field to the Contacts module and shorten the Leads Quick Create layout.Outcome The Birthdate field is added to the Contacts module EditView and DetailView layouts. The Leads Quick Create layout is reorganized.Time 25 minutesInstructionsTask 1: In this task you are Jason Blue, the system administrator. You will find the Layout Editor pages in Studio, access the Contacts module layouts and view the Toolbox. Step Action 1 Login as Jason Blue, who is an administrator. Username = jason Password = Jason 2 Click the Admin system link to access the Administration home page. 3 Scroll down to the Developer Tools section and click the Studio link to access the Studio home page. 4 Click the Contacts module icon to edit the Contacts module. 5 Click the Layouts icon to access the layouts for the Contacts module. 169
  • 170. 6 Click the EditView icon to view the edit view layout. • Click the Layouts link to return to the Layouts page. • Click the DetailView icon to view the detail view layout. • Note the difference between the detail view and edit view layouts.Task 2: In this task you are Jason Blue, the system administrator. You will add the Birthdate field from the Toolbox to the Detail View layout, and then save and publish the layout changes. Step Action 1 Drag a New Row from the toolbox and drop it below the Account Name field on the Contact Overview panel. 2 Drag and drop the Birthdate field from the Toolbox to the first filler field in the new row. 3 Click the Save button. 4 Click the Contacts module tab to access the Contacts module. • Click a contact name in the Contact list view to access the detail view of the contact record. • Observe that the Birthdate field is not in the detail view layout. 5 Click the Save & Deploy button. 6 Click the Contacts tab. • Click a contact name in the Contact list view to access the detail view of the contact record. • Observe that the Birthdate field no longer appears in the detail view layout.Task 3: In this task you are Jason Blue, the system administrator. You will remove the Birthdate field from the edit view layout, and then save and deploy the layout changes. Step Action 1 Click the Contacts tab. • Click a contact name in the Contact list view to access the detail view of the contact record. • Click the Edit button to access the edit view. Observe that the Birthdate field is not available in the Edit View. 2 Return to the Contacts EditView layout (found in Task 1 above). 3 Drag a new row from the Toolbox and drop it below the Account Name row on the Contact Overview panel. 170
  • 171. 4 Drag and drop the Birthdate field from the Toolbox to the first filler field in the new row. 5 Click Save & Deploy. 6 Click the Contacts tab. • Click on a contact name in the Contact list view to access the detail view. • Click the Edit button to access the edit view. • Observe that the Birthdate field is available in the Edit View layout.Task 4: In this task you are Jason Blue, the system administrator. In the Leads Quick Create layout, you will remove the email address and Referred by fields. Step Action 1 Click the Accounts tab to access the Accounts module. • Click on an account name in the Accounts list view to access the detail view of the account record. • Click the Create button in the Leads subpanel and observe the different panels, rows and fields. 2 Return to the Studio page and click the Leads icon to edit the Leads module. 3 Click Layouts, and then click the QuickCreate icon to access the quick create layout. 4 Drag and drop the following fields from the current layout to the toolbox trashcan: • Email Address • Referred by 5 Add Home Phone from the Toolbox to the filler field beside Lead Source. 6 Click the Save & Deploy button. 7 Click the Accounts tab. • Click on an account name in the Accounts list view to access the detail view of the record. • Scroll to the Leads subpanel, then click the Create button of the Leads subpanel. • Observe that the changes you have made are in place. 171
  • 172. Using Sugar Studio, v.6.0Lab #2: Adding and Removing Fields in List ViewGoal To know how to add and remove fields from List View.Scenario Your company wants the Home Phone field to appear in the Leads List View and the Converted field made available to the end user in Layout Options. Jason Blue, the systems administrator, will add the Home Phone and Converted fields to the Leads List View.Outcome The Converted field is available for the end user to add to the List View layout in a saved search and the Home Phone field displays in the default Leads list view.Time 10 minutesInstructionsTask 1: In this task you are Jason Blue, the system administrator. You will move the Converted field to the Leads Available list view column and move the Home Phone field to the Default list view column. Step Action 1 Login as Jason Blue, who is an administrator. Username = jason Password = Jason 2 Click the Admin system link to access the Administration home page. 3 Go to the Developer Tools section and click the Studio link to access the Studio home page. 4 Click the Leads icon to edit the Leads module. 5 Click the Layouts icon to access the module layouts. 6 Click the ListView icon. 7 Observe the fields in the Default, Available and Hidden columns. • Find the Converted field in the Hidden column. • Drag the Converted field from the Hidden column and drop it into the top of the Available column. 8 Find the Home Phone field in the Available column. Drag the Home Phone field from the Available column and drop it into the Default column, just above the Email field. 172
  • 173. 9 Click the Edit icon within the Home Phone field box. In the Properties tab, change the Home Phone Width to 15, and click the Save button.10 Click the Edit icon within the Name field box. In the Properties tab, change the Name Width to 15, and click the Save button.11 Click the Save & Deploy button.12 Click the Leads module tab, and observe that the Lead list view now contains the Home Phone column and that all of the columns are spaced appropriately.13 Click the Advanced Search link and click Layout Options link to show the display and hidden columns. • Observe that the Converted field appears in the Hide Columns area. • Select Converted • Use the left arrow to move Converted to the Display Columns area.14 Click Search, and observe that the Leads list view now contains the Converted column. 173
  • 174. Using Sugar Studio, v.6.0Lab #3: Create and Edit Custom FieldsGoal To know how to create custom fields.Scenario Your company wants to create a field to capture the region of Contacts. Jason Blue, the systems administrator, will create the Region custom field and add it to Contact records.Outcome A custom field for Region is created and added to the Contacts Edit View layout.Time 10 minutesInstructionsTask 1: In this task you are Jason Blue, the system administrator. You will create a new custom field labeled “Region” within the Contacts module. Step Action 1 Login as Jason Blue, who is an administrator. Username = jason Password = Jason 2 Click the Admin system link to access the Administration home page. 3 Go to the Developer Tools section and click the Studio link to access the Studio pages. 4 On the Studio page in the Modules file tree section, click the plus icon next to the Contacts file to expand the module files. 5 Click the Fields link to access the Contacts Edit Fields page. 6 Click the Add Field button to display the Field Editor in the Properties tab. 7 Enter details for the custom field: Data Type: TextField Field Name: region Display Label: Region 8 Click the Save button. 9 Observe that the custom field has been created and displays in the Custom section. 10 Click the plus icon next to the Contacts Layouts file in the Modules file tree section. 174
  • 175. • Click DetailView. • Observe that the Region custom field now appears in the Toolbox, and may be added to the layout.11 Drag & drop the Region custom field box from the Toolbox to a (filler) field box to the right of the Birthdate field in the DetailView layout.12 Click Save & Deploy.13 Click EditView for Contacts Layouts in the module file tree section to access the Contacts edit view. • Drag & drop the Region custom field box from the Toolbox to a (filler) field box to the right of the Birthdate field in the EditView layout. • Click Save & Deploy.14 Click the Contacts module tab, and observe the new custom field in the detail and edit views. 175
  • 176. Using Sugar Studio, v.6.0Lab #4: Create and Edit Custom Drop-down FieldsGoal To know how to create custom drop-down fields.Scenario Your company wants to create a drop-down custom field to capture the age of contacts. Jason Blue, the systems administrator, will create the Age custom drop-down field and add it to the Contacts layouts.Outcome A custom field for Age is created and added to the Contacts Edit View.Time 15 minutesTask 1: In this task you are Jason Blue, the system administrator. You will create a new drop down custom field for the Contacts module. Step Action 1 In Studio, click the plus icon next to the Contacts file to expand the module folders in the Modules file tree section. 2 Click Fields to access Edit Fields. 3 On the Edit Fields page, click the Add Field button to display the Field Editor in the Properties tab. 4 Enter details for the custom field: Data Type: DropDown Field Name: age Label Value: Age 5 Click the Add button beneath the Drop Down List field to display the Dropdown Editor. Observe that the Name field for your dropdown list auto-populates. 6 Enter 1_10 in the Item Name field just above the Add button. Enter 1-10 in the Display Label field. Click the Add button to add the values to the dropdown menu list. Observe that the values are added. the following additional values following the same steps: Name: 11_20 Value: 11-20 Name: 21_30 Value: 21-30 176
  • 177. Name: 31_40 Value: 31-40 Name: 41_60 Value: 41-60 Name: 61+ Value: 61+ 7 Click the Save button on the Edit Dropdown page. 8 Click the Save button on the Edit Field page. 9 Observe that the custom field has been created and appears in the Custom section.Task 2: In this task you are Jason Blue, the system administrator. You will add the new custom drop-down field containing the age_list dropdown menu to the Contacts Edit View layout. Step Action 1 In Studio, in the Modules file tree section, click the plus icon next to the Contacts module Layouts file to expand the folders. 2 Click EditView to display the EditView Layout. 3 Observe that the Age custom field now appears in the Toolbox, and may be added to the layouts. 4 From the Toolbox • Click the minus icon by the Accounts Name field. • Drag and drop the Age field from the Toolbox to the (filler) field box beside the Accounts Name field. 5 Click the Save & Deploy button. 6 Click the Contacts module tab, and click to the Edit icon of a Contact record. Observe that the Age custom dropdown field now appears in the Contact record edit view layout.Task 3: In this task you are Jason Blue, the system administrator. You will edit the drop-down menu age_list. Step Action 1 In Studio, click the DropDown Editor tab at the bottom of the page. 2 Observe that a list of dropdowns displays in alphabetical order. Click the age_list drop down to display the values in the Dropdown Editor tab on the right. 177
  • 178. 3 Drag and drop the 61+ value just above the 1-10 value so that it is at the top of the list.4 Click the Save button.5 Click the Contacts module tab, and access the Edit icon of a Contact record. Observe that the Age custom drop-down field now reflects the changes made. 178
  • 179. Using Sugar Studio, v.6.0Lab #5: Editing Field LabelsGoal To know how to change field labels.Scenario Your company would like to change the label of the Website field in Account records. Jason Blue, the system administrator, will change the label of the Website field to “Website URL.”Outcome The Website field label is changed to “Website URL”.Time 5 minutesInstructionsTask 1: In this task you are Jason Blue, the system administrator. You will edit the Website field label. Step Action 1 Login as Jason Blue, who is an administrator. Username = jason Password = Jason 2 Click the Admin system link to access the Administration home page. 3 Go to the Developer Tools section and click the Studio link to access the Studio home page. 4 Click the Accounts icon to edit the Accounts module. 5 On the Edit Accounts page, click Labels to access the Edit Labels page. 6 The“Website:” field is listed as LBL_Website. Find it in the list by scrolling down through the list, or using the Ctrl F function to conduct a search for it. • In the field box to the right, replace “Website:” with “Website URL:”, and do not include any other characters. 7 Click the Save & Deploy button. 8 Click the Accounts module tab, and click an account name in the Account List to access the detail view of the account record. 179
  • 180. 9 Observe that the field label is now Website URL:.10 Click the Edit button to access the edit view, and observe that the field label within the edit view is also changed to Website URL:. 180
  • 181. Using Sugar Studio, v.6.0Lab #6: Create Module RelationshipsGoal To create new module relationships.Scenario Your company has Service Level Agreements that are stored in the Documents module. Although many of these agreements are Account-specific, there are instances where the same SLA may be linked to multiple accounts. Account managers would like a way to link Accounts and Documents together. Jason Blue, the system administrator, will create a new relationship between Documents and Accounts to reveal subpanels on each module.Outcome A Documents subpanel will appear on Accounts module, and an Accounts subpanel will appear on the Documents module.Time 10 minutesInstructionsTask 1: In this task you are Jason Blue, the system administrator. You will create a new relationship between Documents and Accounts to reveal subpanels on each module. Step Action 1 Login as Jason Blue, who is an administrator. Username = jason Password = Jason 2 Click the Admin system link to access the Administration home page. 3 Go to the Developer Tools section and click the Studio link to access the Studio home page. 4 Click the Accounts icon to edit the Accounts module relationships. 5 Click Relationships to access the Account Relationship page. 6 Click the Add Relationships button to add a new relationship. 7 From the Edit Relationship page: • Notice that Accounts is shown under the Primary Module column. • Make sure that Many-to-Many is selected under the Type column. • Select Documents under the Related Module column. • Keep Subpanel from Documents as default. • Keep Subpanel from Accounts as default. 181
  • 182. The end result should resemble the following:8 Click the Save & Deploy button.9 On the Accounts Relationships page, observe that the new relationship accounts_documents has been created and displays with the relationship created in Studio indicator (*).10 Log out of the application, and log in as Will Smith. Username = will Password = will11 Click on the Accounts module tab.12 Select an existing Account.13 Observe that the Documents subpanel appears.14 Click on the Documents module tab.15 Select an existing Document.16 Observe that the Accounts subpanel appears. 182
  • 183. Using Sugar Studio, v.6.0Lab #7: Rename and Configure TabsGoal To know how to rename module tabs and choose which ones to display.Scenario Your company would like only the Home, Accounts, Contacts, Leads and Activities modules to display for users. The company would also like to rename the Activities tab to the “To Do” tab. Jason Blue, the system administrator, will hide all but the Home, Accounts, Opportunities, Contacts, Leads and Activities module tabs, and will rename the Activities module tab.Outcome Only the module tabs Home, Accounts, Contacts, Leads, and To Do appear within the application for users.Time 10 minutesInstructionsTask 1: In this task you are Jason Blue, the system administrator. You will hide all of the module tabs, except for the Home, Accounts, Contacts, Leads, and Activities tabs. Step Action 1 Login as Jason Blue, who is an administrator. Username = jason Password = Jason 2 Click the Admin system link to access the Administration home page. 3 Go to the Developer Tools section and click the Configure Tabs link to access the tab configuration page. 4 Observe the Display Tabs column and the Hide Tabs column within the tab configuration page. 5 Drag & Drop all of the module tabs, except for the Home, Accounts, Opportunities, Contacts, Leads, and Activities tabs from the Display Tabs column to the Hide Tabs column. 6 Drag & Drop the module tabs within the Display Tabs column so that they are in the following order: Home, Activities, Accounts, Opportunities, Contacts, and Leads. 7 Click the Save button. 8 Observe that only the five module tabs are now displaying in the specified order on each page in the Sugar application. 183
  • 184. 9 Log out of the application, and log in as Will Smith. Username = will Password = will 10 Observe that only the Home, Activities, Accounts, Opportunities, Contacts and Leads tabs are showing.Task 2: In this task you are Jason Blue, the system administrator. You will rename the Activities tab so that it is the “To Do” tab. Step Action 1 Login as Jason Blue, who is an administrator. Username = jason Password = Jason 2 Click the Admin system link to access the Administration home page. 3 Go to the Developer Tools section and click the Rename Tabs link to display a list of module tabs. 4 Click the Edit icon next to the Activities value (or click within the label box if you are using Internet Explorer), and type in To Do. Then click anywhere outside of the field box. 5 Click the Save button, and then refresh the page. 6 Observe that the Activities module tab is now the To Do module tab. 184 Copyright © 2010 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 185. Using Module Builder, v.6.0Lab #1: Creating a PackageGoal Navigate to Module Builder and create a new package.Scenario You work for a department store as a Systems Integration Specialist. You have implemented Sugar Professional to manage customers, and have been tasked to customize Sugar to meet your business needs. Management has decided to track Lines of Credit for each Account in the system. This will be the first in a number of requests to manage Account activity, so you will need to create a package to store custom modules of this type. Jason Blue, your systems administrator, will navigate to Module Builder, and create an account_tracking package within Module Builder.Outcome The account_tracking package is created, and a new module is ready to be built.Time 5 minutesInstructionsTask 1: In this task you are Jason Blue, the system administrator. Navigate to Module Builder and create a new package. Step Action 1 Login as Jason Blue, who is an administrator. Username = jason Password = jason 2 Click the Admin system link to access the Administration home page. 3 Go to the Developer Tools panel and click the Module Builder link to access the Package list view. 4 Click the New Package icon. Copyright © 2010 SugarCRM, Inc. All rights reserved. 185 No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 186. 5 Enter the information below to create a new package. • Package Name: account_tracking • Author: Jason Blue • Key: at • Description: Account Tracking package contains all modules pertaining to Account or Customer touch-points. Question 1.1: What is the importance of the Key value when creating a package? ____________________________________________ 5 Click Save Button. Copyright © 2010 SugarCRM, Inc. All rights reserved. 186No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 187. Solution #1: Creating a PackageAnswer 1.1 What is the importance of the Key value when creating a package? The Key value is used to differentiate packages/modules with identical names. It also may used to provide a naming convention to denote development teams, revisions, and project task groupings. Copyright © 2010 SugarCRM, Inc. All rights reserved. 187 No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 188. Using Module Builder, v. 6.0Lab #2: Creating a Module Using TemplatesGoal Create a module using the basic template.Scenario Now that the account_tracking package has been created, you will need to create a module to store details about the Line of Credit the Account. From the package details screen, create a new module called LineOfCredit using the basic template to store details of the account.Outcome The LineOfCredit module is created, and the basic template is used to create a simple module structure.Time 5 minutesInstructionsTask 1: From the account_tracking package details screen, select the New Module icon to create LineOfCredit module using basic template. Step Action 1 Click the New Module icon. 2 On the New Module page, enter the appropriate information to create the LineOfCredit as a new module: • Module Name: LineOfCredit • Label: Line Of Credit The Importing checkbox will remain unchecked. However, leave Team Security and Navigation Tab checkboxes checked. Question 2.1: Why would the Team Security and Navigation Tab checkboxes need to remain checked? ____________________________________________ 3 Select basic as the template type. 4 Click Save button. Copyright © 2010 SugarCRM, Inc. All rights reserved. 188 No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 189. Solution #2: Creating a Module Using TemplatesAnswer 2.1 Why would the Team Security and Navigation Tab checkboxes need to remain checked? When left unchecked, Team Security will be disabled, and may allow the module in development to be used in the Community Edition of SugarCRM. If the Navigation Tab is left unchecked, no tab will be made available for end users. This may be useful for modules which have data loaded externally, and primarily used for reporting. Copyright © 2010 SugarCRM, Inc. All rights reserved. 189 No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 190. Using Module Builder, v.6.0Lab #3: Creating and Editing FieldsGoal Add fields to LineOfCredit module.Scenario Now that the LineOfCredit module has been created, you will need to add fields to store the details for each credit line.Outcome Credit Line fields are added to LineOfCredit module.Time 15 minutesInstructionsTask 1: From the LineOfCredit module screen, add Credit Line specific fields. Step Action 1 Click the View Fields button to display the Fields page. 2 Click the Add Field button to display the Edit Field tab. 3 Enter details for the custom field: • Data Type: Date • Field Name: date_opened • Display Label: Date Opened 4 Click Save button. 5 Click Add Field button. 6 Enter details for the custom field: • Data Type: Currency • Field Name: credit_limit • Display Label: Credit Limit 7 Click Save button. 8 Click Add Field button. 9 Enter details for the custom field: • Data Type: DropDown • Field Name: credit_type • Display Label: Credit Type 10 Click the Add button beneath the Drop Down List field to display the Dropdown Editor. Observe that the Name field for your dropdown list auto-populates. Copyright © 2010 SugarCRM, Inc. All rights reserved. 190 No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 191. 11 Enter EliteAdvantage in the Item Name field just above the Add button. Enter Elite Advantage in the Display Label field. Then click the Add button to add the values to the dropdown menu list. Observe that the values are added. Enter the following additional values following the same steps: • Name: HolidayClub • Value: Holiday Club • Name: SeasonalSaver • Value: Seasonal Saver • Name: PlatinumRewards • Value: Platinum Rewards Click Add to enter a blank value in the dropdown menu. The result should appear as below: 12 Click Save button to save the list of values. 13 For Default Value, be sure the blank value is selected. 14 Click Save button. 15 Find the breadcrumb menu above Module Builder > account_tracking > LineOfCredit > Fields Click LineOfCredit to navigate back to the previous module screen. Copyright © 2010 SugarCRM, Inc. All rights reserved. 191No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 192. Using Module Builder, v.6.0Lab #4: Organizing LayoutsGoal Add new fields to LineOfCredit Layouts.Scenario Now that new fields have been added to LineOfCredit module, the fields must now be added to EditView, DetailView, ListView, and QuickCreate layouts. The basic template contains existing fields that are going to be kept in their default location. However, management has decided that a new panel will be used to display all LineOfCredit related fields.Outcome A new panel will be created on EditView, DetailView, and QuickCreate screens. Each New Panel will contain custom fields. ListView will also contain all custom fields.Time 20 minutesInstructionsTask 1: From the layout toolbar, create a new panel, and add custom fields to new panel on Layout stage of LineOfCredit module. Step Action 1 Click View Layouts button. 2 Click EditView icon. 3 From the Toolbox section on the left, drag and drop the following to the layout Stage area: • New Panel to below the existing Default panel. • Credit Type to the left (filler) space, below the PANEL 1 label. • New Row to the stage, below the first row within the new panel which contains Credit Type. • Credit Limit to the left (filler) space, within the new row. • Date Opened to the right (filler) space, within the new row. 4 Select the Panel 1 label Edit (pencil) icon. 5 Replace Panel 1 in the panel label with Credit Details. Copyright © 2010 SugarCRM, Inc. All rights reserved. 192 No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 193. 6 Click Save button. 7 Click Save button above Toolbox. 8 Find the breadcrumb menu above: Module Builder > account_tracking > LineOfCredit > Layouts > EditView Click Layouts to navigate back to the previous layouts screenTask 2: On the DetailView screen, add custom fields to match EditView. Step Action 1 Click DetailView icon. 2 Repeat steps 3 thru 6 above. 3 Click Save button. 4 Find the breadcrumb menu above Module Builder > account_tracking > LineOfCredit > Layouts > DetailView Click Layouts to navigate back to the previous layouts screen Question 4.1: Why must DetailView and EditView layouts be modified separately? ____________________________________________Task 3: On the ListView screen, drag and drop custom fields from the Hidden column to the Available column. Step Action 1 Click ListView icon. 2 From the Hidden column: Drag and drop Credit Limit, Date Opened, and Credit Type to the Available column. 3 Click Save button. 4 Find the breadcrumb menu above: Module Builder > account_tracking > LineOfCredit > Layouts > ListView Click Layouts to navigate back to the previous layouts screen. Copyright © 2010 SugarCRM, Inc. All rights reserved. 193 No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 194. Task 4: On the QuickCreate screen, add custom fields. Step Action 1 Click View Layouts button. 2 Click QuickCreate icon. 3 From the Toolbox section on the left, drag and drop the following to the layout Stage area: • New Row to below the Description and Team row. • Credit Type to the left (filler) space. • New Row to the stage, below the Credit Type row. • Credit Limit to the left (filler) space, within the new row. • Date Opened to the right (filler) space, within the new row. 6 Click Save button. 7 Click Save button above Toolbox. 8 Find the breadcrumb menu above: Module Builder > account_tracking > LineOfCredit > Layouts > QuickCreate Click Layouts to navigate back to the previous layouts screenTask 5: On the Basic and Advanced search layouts, add custom fields to be available for searching. Step Action 1 Click Search icon. 2 Click Basic Search icon. 3 From the Hidden column, drag and drop the Date Opened field to the Default column. 4 Click Save button. Copyright © 2010 SugarCRM, Inc. All rights reserved. 194 No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 195. 5 Find the breadcrumb menu above: Module Builder > account_tracking > LineOfCredit > Layouts > Search > Basic Search Click Search to navigate back to search layouts. 6 Click Advanced Search icon 7 From the Hidden column, drag and drop the following to the Default column: • Credit Limit • Date Opened • Credit Type 8 Click Save button. 9 Find the breadcrumb menu above: Module Builder > account_tracking > LineOfCredit > Layouts > Search> Advanced Search Click Layouts to navigate back to the previous layouts screen. Task 5: On the Sugar Dashlet, add custom fields to be available for listing. Step Action 1 Click Sugar Dashlet icon. 2 Click Sugar Dashlet ListView icon. 3 From the Hidden column, drag and drop the Date Opened field to the Default column. 4 Click Save button. 5 Find the breadcrumb menu above: Module Builder > account_tracking > LineOfCredit > Layouts > Sugar Dashlet > Sugar Dashlet ListView Click Sugar Dashlet to navigate back to dashlet layouts. 6 Click Sugar Dashlet Search icon. 7 From the Hidden column, drag and drop the following to the Default column: • Credit Limit • Date Opened • Credit Type 8 Click Save button. Copyright © 2010 SugarCRM, Inc. All rights reserved. 195No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 196. 9 Find the breadcrumb menu above: Module Builder > account_tracking > LineOfCredit > Layouts > Sugar Dashlet > Sugar Dashlet Search Click account_tracking to navigate back to the package details screen. Copyright © 2010 SugarCRM, Inc. All rights reserved. 196No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 197. Solution #4: Organizing LayoutsAnswer 4.1 Why must DetailView and EditView layouts be modified separately? The DetailView and EditView layouts serve two different purposes. DetailView is a view-only layout, whereas EditView is a form where data may be entered. Copyright © 2010 SugarCRM, Inc. All rights reserved. 197 No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 198. Using Module Builder, v5.5Lab #5: Deploying ModulesGoal Deploy custom module to existing instance.Scenario With field creation, relationship setup, and layout organization complete, it is time to deploy the LineOfCredit module. Since this module is being deployed directly into production, the Deploy option will be used.Outcome The LineOfCredit module is fully created. Use the Deploy function to deploy the LineOfCredit module to the existing instance.Time 5 minutesInstructionsTask 1: From the account_tracking package details screen, select Deploy to install the LineOfCredit module. Step Action 1 Click Deploy button. 2 Wait for deployment process to finalize. Once complete, Module Builder will return to the Packages home screen. 3 Observe module tabs, and note Line of Credit module at the end of the list. Question 5.1: What happens when Export is chosen? ____________________________________________ Copyright © 2010 SugarCRM, Inc. All rights reserved. 198 No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 199. Solution #5: Deploying ModulesAnswer 5.1 What happens when Export is chosen? Export is used when additional development may be necessary on a custom module. In cases where two or more development teams may need to work on a particular package, Export will bind all customizations together within a .zip file, and make it portable for additional development to be performed in another development environment. Copyright © 2010 SugarCRM, Inc. All rights reserved. 199 No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 200. Using Module Builder, v5.5Lab #6: Creating RelationshipsGoal Create a relationship to an existing module.Scenario After deploying your Line of Credit Module, you need a way of associating Lines of Credit, with existing Accounts in the system. In this section, you will establish a relationship between an Account, and the related Lines of Credit associated with it.Outcome A Line of Credit subpanel will appear on Accounts module, and an Accounts Relate field will appear on the Line of Credit custom module.Time 10 minutesInstructionsTask 1: You will create a new relationship between Line of Credit and Accounts to reveal a subpanel on Accounts, and a Relate field to Accounts on the Line of Credit custom module. Step Action 1 Click the Admin system link to access the Administration home page. 2 Go to the Developer Tools panel and click the Studio link to access the Studio home page. 3 Click the Accounts icon. 4 Click Relationships to access the Accounts Relationships page. 5 Cick the Add Relationships button to add a new relationship. Copyright © 2010 SugarCRM, Inc. All rights reserved. 200 No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 201. 6 Enter details for the new relationship in the Edit Relationship pane: • Notice that Accounts is shown under the Primary Module column. • Make sure that One to Many is selected under the Type column. • Select Line of Credit under the Related Module column. • Notice the label Line Of Credit in the label field. • Keep Subpanel from Line of Credit as default. The end result should resemble the following: Question 6.1: What types of relationships are currently supported in Sugar? ____________________________________________ 7 Click Save & Deploy button. 8 On the Accounts Relationships page, observe that the new relationship accounts_at_lineofcredit has been created. Task 2: Navigate to Line Of Credit subpanel and enter data. Step Action 1 Log out of the application, and log in as Will Smith. Username = will Password = will 2 Navigate to the Accounts module. 3 Select an existing account. 4 Scroll down to the Line Of Credit subpanel. 5 Click Create button. 6 Enter the following information • Name: New Credit Line • Credit Type: Seasonal Saver • Credit Limit: 5000 • Date Opened: today’s date Copyright © 2010 SugarCRM, Inc. All rights reserved. 201No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 202. 7 Click Save button. 8 Click the New Line of Credit link in the Line of Credit subpanel. 9 Notice the Accounts link that will bring you back to the related account record. Copyright © 2010 SugarCRM, Inc. All rights reserved. 202No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 203. Solution #6: Creating RelationshipsAnswer 6.1 What types of relationships are currently supported in Sugar? One to One, One to Many, and Many to Many Copyright © 2010 SugarCRM, Inc. All rights reserved. 203 No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 204. Copyright © 2010 SugarCRM, Inc. All rights reserved. 204No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM
  • 205. Creating Effective Workflows, v5.5Lab #1: System ConfigurationGoal Properly Configure the SugarCRM System and Operating System environment for the full utility of Workflows.Scenario Automating business processes are required. To use the Workflow Management feature of SugarCRM, the Sugar and Operating environments must be properly configured.Outcome Operating SMTP server and scheduler.Time 10 minutesInstructionsTask 1: Configure the Email Settings. Step Action 1 Login as Jason Blue who is the administrator. Username = jason Password = jason 2 Click the Admin system link to access the Administration home page. 3 In the Email panel, click on Email Settings to access the Configure Email Settings page. 4 In the Email Notification Options panel, enter the appropriate information to configure the email: “From” Name: SugarCRM Inc “From” Address: Sugar@example.com Mail Transfer Agent: SMTP 5 Click Save to return to the Administration home page. COPYRIGHT © 2010 SUGARCRM, INC. ALL RIGHTS RESERVED. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM 205
  • 206. Task 2: Create Custom Time Elapse Times for 1 minute. Step Action 1 Login as Jason Blue who is the administrator. Username = jason Password = jason 2 Click the Admin system link to access the Administration home page. 3 Click the Dropdown Editor link in the Developer Tools section. 4 Select tselect_type_dom from the Dropdowns list in the left- hand pane. 5 In the Dropdown Editor in the right-hand pane, scroll down and in the Item Name field box, type 60. Question 1.1: Why do we type 60? _____________________________________________ 6 In the Display Label field box, type 1 minute. 7 Click the Add button. 8 Drag and drop the 1 minute value to below 0 hours. 9 Click the Save button to save the new values. COPYRIGHT © 2010 SUGARCRM, INC. ALL RIGHTS RESERVED. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM 206
  • 207. Solutions #1: System ConfigurationAnswer 1.1 Why do we type 60? Workflow has the capability of counting elapsed times in seconds. COPYRIGHT © 2010 SUGARCRM, INC. ALL RIGHTS RESERVED. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM 207
  • 208. Creating Effective Workflows, v5.5Lab # 2: WorkflowsGoal Create two different workflows in order to alert a recipient of a new case status change. The second workflow is going to create a new task for each new lead that is assigned to the sales team.Scenario Task 1: An important case status hasn’t changed for 4 hours and the system administrator needs to alert the owner and the owner’s manager of the new status. Task 2: According to the business process, the company will create a task for a member of the sales team for newly created leads. The task will be to send the new lead sales documents.Outcome Task 1: Alert a recipient of a new case that the status has changed. Task 2: Creates a new task in the new lead that is assigned to the sales team.Time 25 minutesInstructionsTask 1: An important case status hasn’t changed for 4 hours. You are the system administrator, Jason Blue. You need to create a workflow so the recipient will be alerted to the new status. Step Action 1 Login as Jason Blue who is the administrator. Username = jason Password = jason 2 Click the Admin system link to access the Administration home page. 3 In the Developer Tools panel, click the Workflow Management link to access the Workflow: Home page. 4 Click the Create Workflow Definition in the workflow Definitions module tab. COPYRIGHT © 2010 SUGARCRM, INC. ALL RIGHTS RESERVED. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM 208
  • 209. 5 On the Workflow Definitions page, enter the appropriate information to create a workflow and then click Save: Name: Case Time Exceeds Service Agreement Execution Occurs: After Time Elapses Target module: Cases Processing Order: Actions then Alerts Status: Active Applies to: New Records Only 6 Click Save to return to the Workflow Definitions >> Case Time Exceeds Service Agreement page. 7 In the section, When These Conditions Are Met, under Conditions, click the Create button to create a new condition. 8 In the Define Condition for Workflow Execution pop-up window, select Field does not change for a specified amount of time. 9 Click the field link. 10 In the pop-up window, select Status from the drop-down. 11 Click the Save button. 12 In the Define Condition for Workflow Execution pop-up window select 4 hours from the drop-down. Question 1.1: How do you change the time values? _______________________________________________ 13 Click the Save button. 14 In the section, These Operations Will Be Performed, under Alerts, click the Create button. 15 On the Alerts page, enter the appropriate information to create an alert: Name: Time Exceeded Notice Alert Type: Email Source Type: Normal Message Alert Text: The case status has not changed in 4 hours on your case. Question 1.2: How would you send a link to the case? __________________________________________________ 16 In the Alert Recipient List sub-panel, click Create. 17 Select A user associated with the target module. COPYRIGHT © 2010 SUGARCRM, INC. ALL RIGHTS RESERVED.No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM 209
  • 210. 18 Click Next. 19 Select User who is assigned the record, and then click on the User link. 20 In the pop-up window, select User’s Manager from the drop- down and click Save. 21 Click the type link. 22 In the pop-up window, select To: and click Save. 23 Click Save to close each pop-up window. 24 Repeat steps 16-23 this time for “User”.Task 2: You are the system administrator, Jason Blue. You need to automate the business process of creating a task for a member of the sales team for newly created leads. Step Action 1 Login as Jason Blue who is the administrator. Username = jason Password = jason 2 Click the Admin system link to access the Administration home page. 3 In the Studio section, click the Workflow Management link to access the Workflow: Home page. 4 Click the Create Workflow Definition in the Workflow Definitions module tab. 5 On the Workflow Definitions page, enter the appropriate information to create a workflow: Name: Create Task for New Sales Team Leads Execution Occurs: When Record Saved Target module: Leads Processing Order: Actions then Alerts Status: Active Applies to: New Records Only 6 Click the Save button. COPYRIGHT © 2010 SUGARCRM, INC. ALL RIGHTS RESERVED. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM 210
  • 211. 7 In the section, When These Conditions Are Met under Conditions, click the Create button. Question 2.1: What is the max amount of Conditions that can exist? 8 In the pop-up window, select When a field in the target module contains a specified value and click Next. 9 In the new window, click the specific field link. 10 In the pop-up window, select Team ID from the drop-down and then select Equals and Sales Team from the drop-downs that appear and click Save. 11 Click Save to close out each pop-up window. 12 In the section, These Operations Will Be Performed under Actions, click the Create button. 13 In the pop-up window, select Create a record in a module associated with target module. 14 Click the record link. 15 In the pop-up window, select Task from the drop-down, click Save, and then click Next. 16 Check the following boxes to select the fields to modify (you may need to scroll down to see all of them): Modify the field: Description Modify the field: Assigned User Id Modify the field: Team ID Modify the field: Status Modify the field: Start Date Question 2.2: Why set all of these settings? __________________________________________ COPYRIGHT © 2010 SUGARCRM, INC. ALL RIGHTS RESERVED.No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM 211
  • 212. 17 In the Create a New Task section of the pop-up window, click the appropriate link to modify and save the settings as follows: Subject: Send Lead Sales Documents Description: Please send XYZ document to client Assigned to: Barbara Boxley Team ID: Sales Team Status: In Progress Start Date: 4 hours from trigger date 18 Click Save to return to the Workflow Definitions >> Create Tasks for New Sales Leads page. COPYRIGHT © 2010 SUGARCRM, INC. ALL RIGHTS RESERVED.No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM 212
  • 213. Solutions #2: WorkflowsAnswer 1.1 How do you change the time values? • Admin >> Developer Tools >> Dropdown Editor • tselect_type_dom • Add times in seconds in the key, and whatever you want in the value.Answer 1.2 How would you send a link to the case? Create a custom email template in Workflow and add in the appropriate field.Answer 2.1 What is the max amount of Conditions that can exist? UnlimitedAnswer 2.2 Why set all of these settings? If we don’t set these they will remain blank in the record. Team ID and Assigned User are the most important every time you create a new record in any module with workflow. COPYRIGHT © 2010 SUGARCRM, INC. ALL RIGHTS RESERVED. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM 213
  • 214. Creating Effective Workflows, v5.5Lab #3: Advanced WorkflowsGoal Create two different workflows.Scenario Task 1: You want to tell a client that a status changed on a case by setting up an alert workflow. Task 2: Create your own workflow.Outcome Task 1: A workflow is created that sends your client an alert when a case status changes. Task 2: You have created your own workflow!Time 30 minutesInstructionsTask 1: You are the system administrator for your company. An important case status has not changed for 4 hours. You need to set up a workflow so your client is alerted when the case status changes. Step Action 1 Login as Jason Blue who is the administrator. Username = jason Password = jason 2 Click the Admin system link to access the Administration home page. 3 In the Developer Tools section, click the Workflow Management link to access the Workflow: Home page. 4 Click the Create Workflow Definition in the Workflow Definitions module tab. 5 On the Workflow Definitions page, enter the appropriate information to create a workflow: Name: Status Change Client Notification Execution Occurs: When Record Saved Target module: Cases Processing Order: Alerts then Actions Status: Active Applies to: New & Existing Records COPYRIGHT © 2010 SUGARCRM, INC. ALL RIGHTS RESERVED. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM 214
  • 215. 6 Click the Save button. 7 In the section, When These Conditions Are Met under Conditions, click the Create button. 8 In the pop-up window, select When a field on the target module changes and click the field link. 9 In the new pop-up window, select Status from the drop-down and click the Save button. 10 Click Save to close out each pop-up window. 11 In the section, These Operations Will Be Performed under Alerts, click the Create button. 12 On the Alerts page, enter the appropriate information to create an alert: Name: Status Changed – Client Notification Alert Type: Email Alert Text: The status has changed. Source Type: Normal Message 13 Click the Save button. 14 In the Alert Recipient List sub-panel, click the Create button. 15 In the pop-up window, select Recipient associated with a related module and then click the Module link that appears. 16 In the pop-up window, select Contact from the drop-down and click Save. Question 1.1: When would you select a “Related Related”? ____________________________________________ 17 Click Next. 18 In the pop-up window, check the box for Select custom email and name fields and click the Select Custom Email Field: Field link. 19 In the pop-up window, select Email Address from the drop- down and click Save. 21 Click the Name Field: field link. 22 In the pop-up window, select Name from the drop-down and click Save. 23 Click the using address type link. COPYRIGHT © 2010 SUGARCRM, INC. ALL RIGHTS RESERVED.No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM 215
  • 216. 24 In the pop-up window, select To: from the drop-down and click Save. Question 1.2: What can the advanced search do? 25 Click Save to close out the pop-up window.Task 2: Create Your Own Workflow! Let’s discuss the challenges and the successes. COPYRIGHT © 2010 SUGARCRM, INC. ALL RIGHTS RESERVED. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM 216
  • 217. Solutions #3: Advanced WorkflowsAnswer 1.1 When would you select a “Related Related”? For instance, if we wanted to contact a person who was related to a task that was related to the case.Answer 1.2 What can the advanced search do? Allows us to filter through multiple contacts to find a specific contact for our contact. COPYRIGHT © 2010 SUGARCRM, INC. ALL RIGHTS RESERVED. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM 217
  • 218. COPYRIGHT © 2010 SUGARCRM, INC. ALL RIGHTS RESERVED.No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM 218
  • 219. Copyright © 2010 SugarCRM Inc. All rights reserved. SugarCRMand the SugarCRM logo are registered trademarks, and SugarUniversity and the Sugar University logo are trademarks ofSugarCRM, Inc. in the United States, the European Union andother countries. All other trademarks are the properties of theirrespective companies. 219