No Code Required:  Building Custom Applications with Sugar<br />Chris Raffle<br />Kim Miller<br />©2011 SugarCRM Inc. All ...
Business Use Case & Objectives<br />National Bank with 3 Business Segments<br />Banking<br />Leasing<br />Mortgage<br />CR...
Customization Tools	<br />Studio<br />Calculated Fields<br />Dependent Fields<br />Relationships<br />Module Builder<br />...
Capturing Unique Data (Studio)<br />Leasing, Banking or Mortgage?<br />Dependent fields per business segment<br />Estimate...
Demo<br />Creating dependent fields in Studio to capture unique data per user<br />Creating calculated fields in Studio<br...
Sharing Information Between Business Lines (Module Builder)<br />New Data to be Aware of?<br />Rate Change Module with Mod...
Demo<br />Building a simple module<br />Creating a workflow<br />3/24/11<br />8<br />©2011 SugarCRM Inc. All rights reserv...
Tracking Referrals<br />Keeping track of referrals from and to clients<br />Module Builder<br />New Relationships<br />3/2...
Demo<br />Building a Module <br />Adding Multiple Relationships<br />3/24/11<br />10<br />©2011 SugarCRM Inc. All rights r...
Usability<br />Enhanced Custom Module Usability<br />Shortcut Bar<br />Global Search<br />3/24/11<br />11<br />©2011 Sugar...
Demo<br />Using Global Search for Custom Modules<br />Adding Custom Modules to Shortcut Bar<br />3/24/11<br />12<br />©201...
Connectors<br />Follow Your Favorite Tweets from the Homepage<br />3/24/11<br />13<br />©2011 SugarCRM Inc. All rights res...
Demo<br />Twitter on the Homepage<br />3/24/11<br />14<br />©2011 SugarCRM Inc. All rights reserved.<br />
Summary<br />Customize:  No Code Required<br />Studio<br />Module Builder<br />Workflows<br />Connectors<br />3/24/11<br /...
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No Code Required: Building Custom Applications with SugarCRM | SugarCon 2011

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Create your own Sugar! Go from extraordinary Sugar to amazing Sugar! Know module builder? Create it. Know studio? Customize it. Know workflows? Streamline it. Mix the three together, add in a dash of calculating fields and a social connector, and you're on to something amazing. Not a drop of code is required to turn Sugar into something completely custom to your business and processes. Join Kim Miller and Chris Raffle as they combine their expertise to demo how custom Sugar can be …no code required.

Presented by Kim Miller & Chris Raffle at SugarCon 2011

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  • Chris is adding flashier calculated fields.
  • No Code Required: Building Custom Applications with SugarCRM | SugarCon 2011

    1. 1.
    2. 2. No Code Required: Building Custom Applications with Sugar<br />Chris Raffle<br />Kim Miller<br />©2011 SugarCRM Inc. All rights reserved.<br />
    3. 3. Business Use Case & Objectives<br />National Bank with 3 Business Segments<br />Banking<br />Leasing<br />Mortgage<br />CRM Objectives<br />Capture unique data for each business segment<br />Share information between business segments<br />Cross-sell to existing customers<br />Maintain and track referral relationships<br />3/24/11<br />3<br />©2011 SugarCRM Inc. All rights reserved.<br />
    4. 4. Customization Tools <br />Studio<br />Calculated Fields<br />Dependent Fields<br />Relationships<br />Module Builder<br />New Module<br />Workflows<br />Email Alerts<br />3/24/11<br />4<br />©2011 SugarCRM Inc. All rights reserved.<br />
    5. 5. Capturing Unique Data (Studio)<br />Leasing, Banking or Mortgage?<br />Dependent fields per business segment<br />Estimated Values<br />Calculated fields allow quick entries<br />3/24/11<br />5<br />©2011 SugarCRM Inc. All rights reserved.<br />
    6. 6. Demo<br />Creating dependent fields in Studio to capture unique data per user<br />Creating calculated fields in Studio<br />3/24/11<br />6<br />©2011 SugarCRM Inc. All rights reserved.<br />
    7. 7. Sharing Information Between Business Lines (Module Builder)<br />New Data to be Aware of?<br />Rate Change Module with Module Builder<br />Rate Change Alert with Workflows<br />3/24/11<br />7<br />©2011 SugarCRM Inc. All rights reserved.<br />
    8. 8. Demo<br />Building a simple module<br />Creating a workflow<br />3/24/11<br />8<br />©2011 SugarCRM Inc. All rights reserved.<br />
    9. 9. Tracking Referrals<br />Keeping track of referrals from and to clients<br />Module Builder<br />New Relationships<br />3/24/11<br />9<br />©2011 SugarCRM Inc. All rights reserved.<br />
    10. 10. Demo<br />Building a Module <br />Adding Multiple Relationships<br />3/24/11<br />10<br />©2011 SugarCRM Inc. All rights reserved.<br />
    11. 11. Usability<br />Enhanced Custom Module Usability<br />Shortcut Bar<br />Global Search<br />3/24/11<br />11<br />©2011 SugarCRM Inc. All rights reserved.<br />
    12. 12. Demo<br />Using Global Search for Custom Modules<br />Adding Custom Modules to Shortcut Bar<br />3/24/11<br />12<br />©2011 SugarCRM Inc. All rights reserved.<br />
    13. 13. Connectors<br />Follow Your Favorite Tweets from the Homepage<br />3/24/11<br />13<br />©2011 SugarCRM Inc. All rights reserved.<br />
    14. 14. Demo<br />Twitter on the Homepage<br />3/24/11<br />14<br />©2011 SugarCRM Inc. All rights reserved.<br />
    15. 15. Summary<br />Customize: No Code Required<br />Studio<br />Module Builder<br />Workflows<br />Connectors<br />3/24/11<br />15<br />©2011 SugarCRM Inc. All rights reserved.<br />

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