SugarCRM: Tips Tricks And Tools

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This is the SugarCRM: Tips Tricks And Tools slide deck that was presented at the Atlanta SugarCRM Meetup on 2/20/09

http://www.alt-invest.net

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SugarCRM: Tips Tricks And Tools

  1. 1. SugarCRM: Tips, Tricks, and Tools Josh Sweeney Founder
  2. 2. Import Wizard Tips and Tricks <ul><li>Database Migrations </li></ul><ul><ul><li>Import Wizard is not meant to do this! </li></ul></ul><ul><ul><li>Robust Wizard in 5.x as compared to 4.x </li></ul></ul><ul><ul><li>The Related Records problem </li></ul></ul><ul><li>CSV Files </li></ul><ul><ul><li>Commas can mess up an import without text delimiters </li></ul></ul><ul><ul><li>Single quote delimiters can mess up and import </li></ul></ul><ul><ul><li>Test data for importing </li></ul></ul>
  3. 3. Import Wizard Tips and Tricks <ul><li>Field Qualifiers and Templates </li></ul><ul><ul><li>Add the field qualifier to the name of the template. </li></ul></ul><ul><ul><li>Mapped Fields won't show up if the qualifier is wrong. </li></ul></ul><ul><li>Drop Downs </li></ul><ul><ul><li>Custom Drop Downs need a null entry </li></ul></ul><ul><ul><li>Imported fields must match exactly </li></ul></ul>
  4. 4. New User Tips and Tricks <ul><li>Documentation </li></ul><ul><ul><li>Sugar User Guide </li></ul></ul><ul><ul><li>Admin Guide </li></ul></ul><ul><ul><li>Developer Guide </li></ul></ul><ul><ul><li>Wiki </li></ul></ul><ul><ul><li>5.5 SOAP and REST guide </li></ul></ul><ul><ul><li>Sugar Cookbook </li></ul></ul>
  5. 5. New User Tips and Tricks <ul><li>SugarCRM University </li></ul><ul><ul><li>80% of Training is free. </li></ul></ul><ul><ul><li>Videos and text tutorials </li></ul></ul><ul><li>The Forum </li></ul><ul><ul><li>Active and often outperforms support SLA </li></ul></ul><ul><ul><li>Post to forum before putting in a support ticket </li></ul></ul><ul><li>Support vs. Code Support </li></ul><ul><ul><li>Sugar support is for product support and not customizations </li></ul></ul><ul><ul><li>Code support is through partners and consultants </li></ul></ul>
  6. 6. New User Tips and Tricks <ul><li>Dev Zone </li></ul><ul><ul><li>Blog </li></ul></ul><ul><ul><li>Tutorials </li></ul></ul><ul><li>SugarExchange vs SugarForge </li></ul><ul><ul><li>Forge is for free and preview modules </li></ul></ul><ul><ul><li>Check the version before trying </li></ul></ul><ul><ul><li>Sugar support will not support Forge modules </li></ul></ul><ul><ul><li>Exchange is for pay modules </li></ul></ul><ul><ul><li>Look for the Sugar certified badge </li></ul></ul><ul><ul><li>Support will help with these modules </li></ul></ul>
  7. 7. 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
  8. 8. 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
  9. 9. Questions? Josh Sweeney Twitter: JoshSweeney Blog: JoshSweeney.com Website: www.ALT-Invest.net

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