CRMStage - SugarCRM Tutorials

Mobile Address Module Installation and Configuration Guide
by:Josh Sweeney of ATCORE Systems

The Mobile Address module for SugarCRM merges address fields in the mobile view of SugarCRM Pro into one field. This gives SugarCRM smart phone users the capability to click the address and map to it.

GeoSearch Installation and Configuration Guide
by:Josh Sweeney of ATCORE Systems

The Radius Search module allows you to search your SugarCRM Contacts by supplying a starting City/State location and a radius value in miles. This tutorial will show you how to install the module and perform the initial setup on SugarCRM 6.0.…MORE...

Executing A Talend Job Using Windows Scheduler
by:kvmetcalfe

Many jobs that are created in Talend Open Studio are meant to be run more than just one time and we don’t like having to manually do anything. Talend has the ability to export a .jar file that can be run…MORE...

Syncing Records Between a Database and SugarCRM Using Talend
by:kvmetcalfe

This tutorial details how to create a reusable job for syncing entries from a table with an incrementing id to a SugarCRM installation. This includes setting up a “sync” table to keep track of the progress made the last time that…MORE...

Using Talend To Import Data Into SugarCRM And Create A Related Record
by:kvmetcalfe

Sometimes you may need to insert more than just a contact into SugarCRM, you may be importing notes, activities, or your own custom fields as well. In any case, there will come a time when you need to relate a new…MORE...

Using Talend Open Studio To Import Contacts Into SugarCRM
by:kvmetcalfe

Here we are going to look at using Talend Open Studio to import contacts into SugarCRM. Using email addresses as the unique identifier, we are going to check if a matching record already exists and insert or update the information accordingly.…MORE...

Creating Talend Components For Custom SugarCRM Modules
by:kvmetcalfe

In this tutorial, we are going to create a new component for use in Talend Open Studio that will work with a custom SugarCRM module. This will allow you to import data directly into your custom modules by running the code…MORE...

Creating an Intermediary Relationship Module
by:mgresham

It is sometimes necessary to relate two modules in SugarCRM, and also store additional data regarding that relationship. An example of this can be found in the relationship between Opportunities and Contacts. If you .... you will see that there is…MORE...

Creating Matrix Reports in SugarCRM
by:Josh Sweeney of ATCORE Systems

In this tutorial we will take you through the steps to create a matrix report in SugarCRM.

Creating Summation Reports in SugarCRM
by:Josh Sweeney of ATCORE Systems

In this tutorial we will guide you through steps required to create a summation report in SugarCRM.

Creating Row and Columns Reports in SugarCRM
by:Josh Sweeney of ATCORE Systems

In this tutorial we will guide you through the steps to create rows and columns reports in SugarCRM.

GetSocial Twitter Pro Search Dashlet
by:Josh Sweeney of ATCORE Systems

This tutorial outlines the features and functionality of the Twitter Search Dashlet in the SugarCRM GetSocial Twitter Pro module.

Introduction to SugarCRM Reporting
by:Josh Sweeney of ATCORE Systems

In this tutorial we introduce you to SugarCRM reporting by reviewing the 4 types of reports that can be generated. After the overview we dive in and show you how to create a rows and columns report using the built in…MORE...

Customizing SugarCRM Dashlets and Subpanels for Your Role
by:Josh Sweeney of ATCORE Systems

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.

Installing SugarCRM on a Single Fedora Core Server
by:Josh Sweeney of ATCORE Systems

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...