Tutorials
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Customizing SugarCRM Dashlets and Subpanels for Your Role
In this SugarCRM user tutorial we show you how to customize the home page and subpanels to best fit your role and explain why it is important to do so.
Tutorial type: Video
CRM: SugarCRM

Installing SugarCRM on a Single Fedora Core Server
SugarCRM supports installation on two types of web servers. This first is Internet Information Services which runs on Windows and the second is Apache which can run on both Windows and Linux. In this tutorial we will go through the required…MORE...
Tutorial type: Text
CRM: SugarCRM

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...
Tutorial type: Text
CRM: SugarCRM

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...
Tutorial type: Text
CRM: SugarCRM

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...
Tutorial type: Text
CRM: SugarCRM

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...
Tutorial type: Text
CRM: SugarCRM

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...
Tutorial type: Text
CRM: SugarCRM

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.
Tutorial type: Text
CRM: SugarCRM

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...
Tutorial type: Text
CRM: SugarCRM

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.
Tutorial type: Text
CRM: SugarCRM

Customizing Quotes
This tutorial will show you how to customize the layout of the PDF view in the quotes module.
Tutorial type: Text
CRM: SugarCRM

How To Create a Logic Hook in SugarCRM
Creating a Logic Hook is the easiest way to add new functionality to a module in SugarCRM.  Through using logic hooks, one is able to add their own personal code and features to the processes already executed by a module in…MORE...
Tutorial type: Text
CRM: SugarCRM

Adding a Configuration Page to the Adminstration Area
It makes perfect sense that you may need a configuration page for your custom SugarCRM module. Perhaps there are global settings that you need to store for your module, like credentials to connect to a 3rd-party API or key variable values.…MORE...
Tutorial type: Text
CRM: SugarCRM

How to Add a Field Using Manifest.php
Your custom module may need to install fields for another out of the box SugarCRM module. This can be done during installation by adding code to your module’s manifest.php file.
Tutorial type: Text
CRM: SugarCRM

Customizing A Subpanel Edit View
SugarCRM subpanels give users the ability to quickly view and add related records. In this SugarCRM tutorial we will explain how to add an additional field to the contacts subpanel when viewing account details. In order to explain this process we…MORE...
Tutorial type: Text
CRM: SugarCRM

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