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Factors for Choosing a CRM
As a SugarCRM consultant ( for SugarCRM partners ) and avid Twitter user I find that there is a common question that all companies ask when looking for a CRM. That question is, what CRM is right for my company? Being…MORE...
Lasted Edited: Jun 16, 2010
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Hiding Mass Update Based on Role
Sometimes it is necessary to remove the Mass Update functionality for a SugarCRM module depending on the role of a user.  This tutorial will cover creating the new role, assigning users to that role, and overriding the default view for users…MORE...
Lasted Edited: Oct 02, 2009
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Tutorial Type: Text

SugarCRM Forks and Bundles
Occasionally developers or companies want to branch out and create their own vertical or system based off of CRM technology. Many of these companies may not have the funds or manpower to create their own system but they can easily extend…MORE...
Lasted Edited: Jan 15, 2010
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Adding a Photo to a Contact Record
There are cases where it would be helpful to be able to add a photo to a SugarCRM contact record in order to put a face with the name. However, there isn’t a way to do this out of the box…MORE...
Lasted Edited: Dec 28, 2009
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Tutorial Type: Text

Adding Rich Text Editing to a Field
During this SugarCRM tutorial we will go through the steps required to turn a standard text area into a rich text area by adding a WYSIWYG editor. Following the addition of the WYSIWYG to the text field we will change the…MORE...
Lasted Edited: Oct 26, 2009
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Tutorial Type: Text

Adding More Data to the SugarCRM List View
Many times in SugarCRM list views, it is desirable to modify the rows in the list view to show more immediate data, without adding more columns to the view. In this tutorial, we’ll review how to modify the list view to…MORE...
Lasted Edited: Oct 26, 2009
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Tutorial Type: Text

SugarCRM Leads and Contacts Explained
The difference between leads and contacts for new or potential SugarCRM users can cause much confusion. The common questions are, "why don't I just use contacts" and "will all of the data in a lead convert over." These questions are particularly…MORE...
Lasted Edited: Jan 05, 2010
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Dynamic Account Panels
The Dynamic Account Panels module allows users to hide and show account panels in the edit and detail views based on the account type that is chosen. The views are also configurable for other modules when removed from the installer.
Lasted Edited: Sep 11, 2009
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GetSocial Twitter4Contacts
GetSocial Twitter4Contacts is a free module that integrates Twitter into the contacts module of SugarCRM. By clicking the Last 20 Updates button you will get the contacts last 20 Twitter updates inside of SugarCRM.
Lasted Edited: Sep 11, 2009
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Lasted Edited: Sep 11, 2009
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Implementing External Data Into a Custom SugarCRM Module
This tutorial will provide an overview of how to code your SugarCRM module to access external data and display that data in SugarCRM. This involves creating a custom function call and view for your custom module and removing the SugarCRM wrapper…MORE...
Lasted Edited: Oct 26, 2009
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Tutorial Type: Text

Adding Custom Javascript to a SugarCRM View
Adding custom javascript to a SugarCRM view is essential when creating new functionality such as dependent dropdowns, calculated fields, and other dynamic customizations. This tutorial will take you through the essential steps to add javascript to a view.
Lasted Edited: Oct 26, 2009
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Tutorial Type: Text

SugarCRM Dashlets II Adding Options and an Options Page
This tutorial will build on the previous Dashlets tutorial, Introduction to creating SugarCRM Dashlets. This tutorial will show you how to add options to your dashlet, as well as an options page to allow for easy configuration of your SugarCRM dashlet.…MORE...
Lasted Edited: Oct 26, 2009
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Tutorial Type: Text

Introduction to Creating SugarCRM Dashlets
This tutorial will provide an introduction for creating SugarCRM dashlets. You will get a basic understanding of how to create a dashlet, and how to package it for installation.
Lasted Edited: Oct 26, 2009
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Tutorial Type: Text

Customizing Quotes
This tutorial will show you how to customize the layout of the PDF view in the quotes module.
Lasted Edited: Oct 26, 2009
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Tutorial Type: Text

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