PacktLib: SugarCRM Developer's Manual: Customize and extend SugarCRM

SugarCRM Developer's Manual

Credits

About the Author

About the Reviewers

Preface

Stamping Your Own Brand on SugarCRM

Before We Start...

Customizing SugarCRM URL

Customizing SugarCRM Tabs

Customizing SugarCRM Themes

Summary

Customizing the SugarCRM Application Content

A Note About Terminology

Changing the About Screen

Controlling the Visible Tabs

Adding a Custom Tab

User-Controlled Dashlet Customization

Customizing Dashlets

Summary

Introducing Custom Fields

Adding a Custom Field

Including Custom Fields in Mass Updates

Creating other Field Types

Summary

Interfacing with SugarCRM

What Have we Learned so Far?

Overview of the SugarCRM Application Architecture

The SugarCRM User Interface

SugarBean—The SugarCRM Data Interface

SugarBean in Action—SugarCRM's Logic Hooks

Summary

SugarCRM Database Schematics

Database Schematic Diagrams

Differences Between Versions 4.5.0 and 4.5.1

Summary

SugarCRM Data Dictionary

Differences between Versions 4.5.0 and 4.5.1

SugarCRM Table Definitions

Summary

Development and Testing Strategies for SugarCRM

Why Use Development and Testing Strategies?

The Unbreakable Rule:Thou Shalt Not Do Any Development on a Live Server

Setting up a Development Server

An Example Upgrade

Testing SugarCRM

Releasing Your Customizations

Summary

Developing Your Own Modules

Adding Third-party Modules

Creating Custom Modules

Advanced Modules

Summary

Developing a Custom Workflow within SugarCRM

A Very Simple Workflow

Moving the Rules into the Database

Parallel Tasks

Summary

Customizing and Optimizing SugarCRM—Tips and Tricks

Delving into SugarCRM Variables

Developing Dashlets Further

Speeding up SugarCRM

Creating Reports

Summary