sugar u: session 6: advanced ui customizations in sugar
TRANSCRIPT
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Advanced UI Customizations in Sugar
Sugar U
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Steve “Kaz” Kasinetz
Atcore Systems - Chief Technology Officer
04/11/2023 ©2012 SugarCRM Inc. All rights reserved. 2
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Sugar as A Platform
04/11/2023
©2012 SugarCRM Inc. All rights reserved. 3
Flexible Intuitive Open
Brings YOU a simplified UI
Works the way YOU work
Integrates with YOUR environment
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What User’s See
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Reports
Workflow
Security
DB
Mobile
Upgrades
Email Social
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Common ComplaintsToo many
subpanels. Too much
info
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Much Maligned Subpanels
04/11/2023 ©2012 SugarCRM Inc. All rights reserved. 7
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Highly configured customer screen.
18 subpanels condensed to 1 screen
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jQuery for Filterable Sortable Subpanels
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Common ComplaintsI want to
see different data for different records
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Contacts can be different “Types” of People – Customers,
Volunteers, Board Members, etc.
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System automatically allows users to perform different
actions based on roles and user data
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Common RequestIf I could only have
user defined fields…
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Common RequestIf I could only have surveys
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Common RequestIf I could
only survey many
people at once
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Common RequestIf I could only have
Kaz
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Common ComplaintsDamned
Duplicates
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Input Bare Minimum Info
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Show Possible Matches
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Batch De-Dupe
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Batch De-Dupe
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Common ComplaintsHow does Sugar do
Telemarketing?
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OOTB Lead Qual
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OOTB Lead Qual
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OOTB Lead Qual
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OOTB Lead Qual
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Telemarketing – A Better way
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Telemarketing – A Better way
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Telemarketing – A Better way
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Common QuestionsHow can I integrate
SugarCRM & Facebook?
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Facebook-Sugar Connector Features
Contacts
• Add Contacts to SugarCRM• View SugarCRM Activities• Create Tasks in SugarCRM
Events
• Create Personal Events in Sugar• Create Fan Page Events in Sugar• Synch Attendees
Contacts
Events
• Synch Attendees• View FB Wall• Post to Wall• Match FB Friends to Sugar
Contacts• Quick Add Attendees• Event Calendar• Quick Create Sugar Campaign
• Link Contacts to FB Friends• View FB Wall• Post to FB Wall• View FB Profile• View Other FB Friends• View Events
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Social Integration
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Social Integration
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Social Integration
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Common QuestionsHow can I
change the Quotes
module?
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Quotes with jQuery
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Common QuestionsHow can I get a “real” iPad App
for Sugar?
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04/11/2023 ©2012 SugarCRM Inc. All rights reserved. 45
Submit Session Feedback
Select the SugarCon Mobile App: 1) Tap on this session2) Tap on survey3) Submit your feedback
*Prizes for attendees who submit session feedback using the Mobile App
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#SCON12