Monday, 30 September 2013

SugarCRM functional tour - Admin - The King - III

Greetings from Urdhva Tech!

Thank you for following the Tour. In case you landed up directly to this page, following is the Index.

3. Admin - The King - II
4. Admin - The King - III
5. .. Coming soon ..

This article will concentrate on features available in Community Edition(v6.5.15). Stay tuned for PRO+ features for Admin.

Lets continue System section


[Loved how screen looks than what you have? Buy the look!]

Import Wizard

Admin > System section > Import Wizard
 
From here, an admin can import data of different modules from one place! It provides option to select a module, and then gives simplest Import Steps Wizard.

If someone is non-admin, and has permission to import data, he gets a menu in individual module, e.g. Import Contacts, Import Accounts, likewise.

[Loved how screen looks than what you have? Buy the look!]

Locale

Admin > System section > Locale

Here an admin can setup locale parameters like, system wide default date-time settings, Currency settings, Expert settings, and database collation.

All of these settings are configurable at user level. You can set these for x user by Admin > Users management > Select user > Advanced tab. User X can set these settings by himself too.

[Loved how screen looks than what you have? Buy the look!]

Upgrade wizard

Admin > System section > Upgrade wizard

This is an important link when SugarCRM releases a new version. If you are using an on-demand version of SugarCRM, you are care free about this!

If you are using SugarCRM on-premise, this is what you will need quite often!

It is again a step through wizard, and takes time to finish an upgrade. So, it is always advisable to run an upgrade process only over weekends or when nobody uses the system. First take full backup of  database and SugarCRM code base. Then only proceed to upgrade process.

[Loved how screen looks than what you have? Buy the look!]

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Thursday, 26 September 2013

SugarCRM functional tour - Admin - The King - II

Greetings from Urdhva Tech!

Thank you for following the Tour. In case you landed up directly to this page, following is the Index.

3. Admin - The King - II
4. .. Coming soon ..

This article will concentrate on features available in Community Edition(v6.5.15). Stay tuned for PRO+ features for Admin.

Lets take next section

Sugar Connect


This section is meant to help you guide through various resources of SugarCRM. If you find a bug, you can report, Sugar Updates will help you know if your SugarCRM version is out of date, and online documentation lands you to Administrative guide for SugarCRM. 

[Loved how screen looks than what you have? Buy the look!]

System


This section is most important and gives you sense of responsibility to maintain your CRM system well managed and easier to use everyday!
[Loved how screen looks than what you have? Buy the look!]

System Settings

Admin > System section > System Settings

Numerous settings from single page!

All these settings are system wide.

Personalized settings
  • Upload company logo.
  • Show favicons to graphically show user in which module they are.

Dashlet settings

  • Restrict user to alter Home page.
  • Restrict number of dashlets on Home page.
  • Manage refresh rate for dashlet.
Utilize Screen Space and manage page loads
  • Number of records to be displayed on List View/page and in subpanel. Less the number, faster the page load. Less the number, less the scrolling in List view. Use search to filter records instead of showing larger number of records.
  • Restrict user to alter subpanel order.
  • Let user know Server Response time to show how long it takes to load the page.
  • Manage AJAX enabled modules here, not to load whole page every time.
  • Keep "Display actions within menus" checked to have actions in pull down menu.
  • Show users full name in Assigned to Or any relate field of module Users. 
Manage Convert Lead options

  • Copy/Move/Do nothing activities shared with Leads to converted Contact.
  • Once converted the Lead, remove the action to convert again!
Admin level settings
  • Proxy settings
  • Skype integration for end user
  • Validate IP address, if mismatched, user logs out of system
  • Log memory usage, log slow query, important when system runs slower than normal. Set threshold mili-sec to log query.
Import/Upload restriction

  • Restrict user not to upload heavy files than your settings
  • Restrict user not to import more than n number of records
Logger Level Settings
  • Name your log file. Manage how heavy it should be at once. 
  • Set appropriate logger level. In production copy, it must be set to Fatal, not to make log heaviest.
  • You can read log from View Log link.
[Loved how screen looks than what you have? Buy the look!]

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Dropdown values in customCode

Greetings from Urdhva Tech!

Came across an interesting question which led me to check and write a blog post.

Q: Translate enum value to display in customCode [Forum post]

A: It is a two step solution.

Step 1: Create / Edit custom/modules/Accounts/view.detail.php add following code in function display.

function display(){       
         global $app_list_strings;
         $this->ss->assign('APP_LIST', $app_list_strings);

         // ......
         // ......
         echo $this->dv->display();
}


Step 2: Taking an example of Accounts module, fields, account_type and industry.

'customCode' => '{$APP_LIST.account_type_dom[$fields.account_type.value]}  {$APP_LIST.industry_dom[{$fields.industry.value}]}',

Where account_type_dom = options for field account_type and so on.

Do Quick Repair and Rebuild!

Comments welcome.

Hope that helps. 


Wednesday, 25 September 2013

SugarCRM functional tour - Admin - The King - I

Greetings from Urdhva Tech!

Thank you for following the Tour. In case you landed up directly to this page, following is the Index.

2. Admin - The King - I
3. Admin - The King - II
4. ..Coming soon..

Assumed, you have installed SugarCRM. Admin - The king, will be proven by the end of the article.

This article will concentrate on features available in Community Edition(v6.5.15). Stay tuned for PRO+ features for Admin.

Lets take section by section.

Users

User management

As an administrator, you are privileged to create users.

Admin > Users Section > User management > Create Users.

Fill up your user's details. Here the 'User' is your employee and not your client. User can be your staff member or co-admin. Choose correct user type. Admin is someone with most privileges and gets access to all data. So be careful choosing user type.

[Loved how screen looks than what you have? Buy the look!]

Role management

Your staff is whom you trust after your customers. Still it is wise to restrict access.

Admin > Users Section > Role management > Create role > give a name of your choice and save.


You get a list of modules and access type in x-axis. Double click on word 'Not set' and you will get choices.

  • To hide a module completely for a user, choose Access to be 'Disabled'.
  • Just to make user see details, choose edit to be 'None'.
  • To restrict user to Export or Import, choose 'None'.
  • To allow user to only see/delete records created/owned by himself choose List/Delete 'Owner'.
  • If you select View 'Owner', and keep List 'Not set', user will be able to see all records in list view, but detail view will be accessible for records owned by him.

[Loved how screen looks than what you have? Buy the look!]

Password Management

Password management is crucial to ensure security to your valuable information. These settings make sure User's password are hard enough to guess and hack.

Admin > Users section > Password management


  • You can enable System-Generated Passwords. (Make sure you have email settings correctly configured. If not, you will see a notification on screen like in screen above.)
  • You can enforce password expiration in n-days or after n-logins.
  • You can enable/disable Forgot Password feature (This shows Forgot Password link in login page)
  • You can put extra security with Captcha (This makes sure it is human who enters the data)  
This section is so well explained and extra help is hidden in (i) icon. Click on it for extra specific information.
[Loved how screen looks than what you have? Buy the look!!]

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Tuesday, 24 September 2013

SugarCRM functional tour - Preface

Greetings from Urdhva Tech!

This blog so far has concentrated on developer's tricks and tips. But a middle of a night thought drove me back to the feeling I had as a newbie in SugarCRM, and how clueless I was about the use cases of each module of the product. So yes, lets take a tour of functional SugarCRM.

I welcome comments from fellow SugarCRM masters across the globe, to come forward and help make it a better explanation to community.

Preface

When you have a business, no matter how small it is, it is based on your valuable customers. Now, customers can be buyers, resellers, readers, retailers, etc.

When your business is small, very specific number of customers, it makes perfect sense to use manual (if you have a computer, you will create a folder for each of your customer, use MS office tools to store your interaction with them) or maintain a diary (in 21st century?)

Any method you go for makes your valuable information vulnerable. In even digital manner, it is at risk, if it is on your internet virus exposed device.

As you grow, over a period of time, you will realize and need a system to well maintain customer information. Why not from day-1?

SugarCRM is best for any business. Why?
  • It is open source, one. 
  • It is free, community edition, two. 
  • It has seamless upgrade process from CE to PRO+, three. 
  • So flexible that you can customize it by yourself, four. 
  • Clean and easy interface, five. 
  • Richest community that never leaves you unanswered, six. Countless advantages!

If I continue writing about its richness, the preface will end up as a huge article by itself!

So, lets jump to functional part of the product.

I here target people who have just came across SugarCRM first time. A new fresh developer/a business owner fall for a new companion for better sales force.

Either of you, are first an admin to setup your first implementation of CRM.

I consider you have PHP stack installed.

Nope? Here > Linux | Windows

I consider you have downloaded SugarCRM. Nope? Here > Pick latest one

Now you are ready to be an administrator of the system. The simplest and most effective and explanatory wizard helps you install your first system.


Choose demo data if you are just to test how the system works, but not when you want the clean database to start using it for your own business.



After successful installation, first thing you'd do is, get your users access to system.

Stay tuned! Next article will drive you to Admin section and get you through how robust the system is!

The INDEX is here.

Thursday, 19 September 2013

SugarCRM community Edition and you

Greetings from Urdhva Tech!

Since SugarCRM has born, the most loved thing about this product is it's Open Source nature. Second thing what made it this success was their awesome team, working hard to make it zero bug product. It has shown outstanding performance with each version out to community.

The product has seen many changes over the time, but what has been most consistent in terms of functionality is Community Edition.

No value addition in free edition makes a complete business sense! Having said that, that has encouraged and provided great opportunity to developers, freelancers, SugarCRM partners to stand out in market with numerous add-ons!

SugarCRM Community has been most active community and developers, freelancers, SugarCRM partners has made so many add-ons to enrich SugarCRM Community Edition not just next to Professional Editions but better than that.

I have witnessed SugarCRM's growth starting from v4.5 till today! And waiting for its biggest leap with v7!

Community Edition is loved and nurtured by many people around the globe and we too are contributors in making SugarCRM an unmatched CRM product in market.

Naming few, WYSIWYG, Meeting Map Reminder, Sticky Note, Not followed Opportunities, Sugar Feed, SociaLead

The support we got from SugarCRM end-users, inspired us to think big and in few months, we pour heart and soul in making most promising premium products and utility add-ons.

Starting from most recent,

SugarCRM Community Edition Theme (One time purchase of only $399)

This product transforms your SugarCRM Community Edition, to look like Professional version!

- 4 colors to choose from
- Iconic menus
- Optimized screen space
- Clean, sharp, flat designed dashboard
- Inputs are fully styled to make your UX convenient 

Users can choose color of their choice to feel most comfortable while staring at screen for long working hours! A sneak peek



Customer Self Service Portal (From $25 / user / month to $500 a month)

Make your customers closely connected with you, 24x7 and from any internet enabled device.

- Multi-language support (For community edition: Installed language support.)
- Update own profile
- Change language preference
- Manage newsletter subscriptions
- Manage cases
- Manage bugs
- Manage leads
- Request a call
- Request a meeting
- Easily find anything with the global search
- Seamless bi-directional integration
- Fast page load
- Works on all major devices
- Unlimited portal users

Try demo portaldemo.urdhva-tech.com

Duplicate Detector (One time purchase of only $199)

Very much dependent on manual data entry? Take advantage of this add-on to your gain, for efficient data entry.

- Wizard to set up duplicate check on different fields in any module
- +1-862-145-589 is considered duplicate against1862145589
- Urdhva-Tech is considered same as Urdhva Tech.

tagMe (One time purchase of only $249)

Organize or Categories your Contacts/Leads/Accounts by tagging them precisely.

- Color coded tags
- Comes as field type, so you can create a field in any module
- Tag cloud dashboard
- Mass add/replace your tags
- Global search tags
- Search by tags

Meeting Map Reminder (Only $365 a year)

Alike free version of MMR, this premium add-on gives end-user a google map showing the location on map and then use mobile's built-in GMap app to find distance between two meetings or locate nearby restaurants, etc.

- Simplest installation
- Auto send emails to sales-rep having meetings planned
- Allows administrator to manage when to send out emails

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