Sugar U: Session 6: Advanced UI Customizations in Sugar

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Sugar U: Session 6: Advanced UI Customizations in Sugar

  1. 1. Sugar UAdvanced UI Customizations in Sugar
  2. 2. Steve “Kaz” KasinetzAtcore Systems - Chief Technology Officer 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 2
  3. 3. Sugar as A PlatformFlexible Intuitive OpenWorks the way Brings YOU a Integrates with simplified UI YOUR environment YOU work 4/25/2012Tweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 3
  4. 4. What User’s SeeTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 4
  5. 5. Reports DB Workflow Mobile Security Upgrades Email SocialTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 5
  6. 6. Common Complaints Too many subpanels. Too much infoTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 6
  7. 7. Much Maligned SubpanelsTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 7
  8. 8. Highly configured customer screen. 18 subpanels condensed to 1 screenTweet: #SCON12
  9. 9. jQuery for Filterable Sortable SubpanelsTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 9
  10. 10. Common Complaints I want to see different data for different recordsTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 10
  11. 11. Contacts can be different “Types” of People – Customers, Volunteers, Board Members, etc.Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 11
  12. 12. Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 12
  13. 13. System automatically allows users to perform different actions based on roles and user dataTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 13
  14. 14. Common Request If I could only have user defined fields…Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 14
  15. 15. Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 15
  16. 16. Common Request If I could only have surveysTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 16
  17. 17. Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 17
  18. 18. Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 18
  19. 19. Common Request If I could only survey many people at onceTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 19
  20. 20. Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 20
  21. 21. Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 21
  22. 22. Common Request If I could only have KazTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 22
  23. 23. Common Complaints Damned DuplicatesTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 23
  24. 24. Input Bare Minimum InfoTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 24
  25. 25. Show Possible MatchesTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 25
  26. 26. Batch De-DupeTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 26
  27. 27. Batch De-DupeTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 27
  28. 28. Common Complaints How does Sugar do Telemarketing?Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 28
  29. 29. OOTB Lead QualTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 29
  30. 30. OOTB Lead QualTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 30
  31. 31. OOTB Lead QualTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 31
  32. 32. OOTB Lead QualTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 32
  33. 33. Telemarketing – A Better wayTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 33
  34. 34. Telemarketing – A Better wayTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 34
  35. 35. Telemarketing – A Better wayTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 35
  36. 36. Common Questions How can I integrate SugarCRM & Facebook?Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 36
  37. 37. Facebook-Sugar Connector Features Contacts Contacts • Link Contacts to FB Friends • Add Contacts to SugarCRM • View FB Wall • View SugarCRM Activities • Post to FB Wall • Create Tasks in SugarCRM • View FB Profile • View Other FB Friends Events • View Events Events • Create Personal Events in Sugar • Create Fan Page Events in Sugar • Synch Attendees • Synch Attendees • View FB Wall • Post to Wall • Match FB Friends to Sugar Contacts • Quick Add Attendees • Event Calendar • Quick Create Sugar CampaignTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 37
  38. 38. Social IntegrationTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 38
  39. 39. Social IntegrationTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 39
  40. 40. Social IntegrationTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 40
  41. 41. Common Questions How can I change the Quotes module?Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 41
  42. 42. Quotes with jQueryTweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 42
  43. 43. Common Questions How can I get a “real” iPad App for Sugar?Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 43
  44. 44. Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 44
  45. 45. Submit Session Feedback Select the SugarCon Mobile App: 1) Tap on this session 2) Tap on survey 3) Submit your feedback*Prizes for attendees who submit session feedback using the Mobile App 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 45
  46. 46. #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 46

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