SugarCRM: Tips, Tricks, and Tools Josh Sweeney Founder

Import Wizard Tips and Tricks Database Migrations Import Wizard is not meant to do this! Robust Wizard in 5.x as compared to 4.x The Related Records problem CSV Files Commas can mess up an import without text delimiters Single quote delimiters can mess up and import Test data for importing

Database Migrations

Import Wizard is not meant to do this!

Robust Wizard in 5.x as compared to 4.x

The Related Records problem

CSV Files

Commas can mess up an import without text delimiters

Single quote delimiters can mess up and import

Test data for importing

Import Wizard Tips and Tricks Field Qualifiers and Templates Add the field qualifier to the name of the template. Mapped Fields won't show up if the qualifier is wrong. Drop Downs Custom Drop Downs need a null entry Imported fields must match exactly

Field Qualifiers and Templates

Add the field qualifier to the name of the template.

Mapped Fields won't show up if the qualifier is wrong.

Drop Downs

Custom Drop Downs need a null entry

Imported fields must match exactly

New User Tips and Tricks Documentation Sugar User Guide Admin Guide Developer Guide Wiki 5.5 SOAP and REST guide Sugar Cookbook

Documentation

Sugar User Guide

Admin Guide

Developer Guide

Wiki

5.5 SOAP and REST guide

Sugar Cookbook

New User Tips and Tricks SugarCRM University 80% of Training is free. Videos and text tutorials The Forum Active and often outperforms support SLA Post to forum before putting in a support ticket Support vs. Code Support Sugar support is for product support and not customizations Code support is through partners and consultants

SugarCRM University

80% of Training is free.

Videos and text tutorials

The Forum

Active and often outperforms support SLA

Post to forum before putting in a support ticket

Support vs. Code Support

Sugar support is for product support and not customizations

Code support is through partners and consultants

New User Tips and Tricks Dev Zone Blog Tutorials SugarExchange vs SugarForge Forge is for free and preview modules Check the version before trying Sugar support will not support Forge modules Exchange is for pay modules Look for the Sugar certified badge Support will help with these modules

Dev Zone

Blog

Tutorials

SugarExchange vs SugarForge

Forge is for free and preview modules

Check the version before trying

Sugar support will not support Forge modules

Exchange is for pay modules

Look for the Sugar certified badge

Support will help with these modules

Tools IDE – Integrated Developer Environment PHPed, Zend, Aptana, Netbeans, Eclipse Need a debugger WapSnap Custom tools to analyze changes in web apps PHPMyAdmin Web based MySQL manager

Firebug Firefox plugin to analyze javascript and page elements Web Developer Toolbar Firefox plugin with web development utilities Tamper Data Firefox plugin to view and manipulate requests when they happen Tools

Questions? Josh Sweeney Twitter: JoshSweeney Blog: JoshSweeney.com Website: www.ALT-Invest.net