CRMStage - SugarCRM Tutorials

Hiding Mass Update Based on Role
by:mgresham

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...

Adding a Photo to a Contact Record
by:Josh Sweeney of ATCORE Systems

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...

Adding Rich Text Editing to a Field
by:mgresham

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...

Adding More Data to the SugarCRM List View
by:mgresham

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...

Implementing External Data Into a Custom SugarCRM Module
by:mgresham

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...

Adding Custom Javascript to a SugarCRM View
by:mgresham

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.

SugarCRM Dashlets II Adding Options and an Options Page
by:mgresham

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...

Introduction to Creating SugarCRM Dashlets
by:mgresham

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.

Customizing Quotes
by:mgresham

This tutorial will show you how to customize the layout of the PDF view in the quotes module.

How To Create a Logic Hook in SugarCRM
by:Josh Sweeney of ATCORE Systems

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...

Adding a Configuration Page to the Adminstration Area
by:Josh Sweeney of ATCORE Systems

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...

How to Add a Field Using Manifest.php
by:Josh Sweeney of ATCORE Systems

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.

Customizing A Subpanel Edit View
by:Josh Sweeney of ATCORE Systems

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...

Adding Quote Types
by:Josh Sweeney of ATCORE Systems

Adding quote types is a simple modification that can be made to the SugarCRM Quotes Module. This allows you to have your own custom PDF views without modifying the original version from the quotes module.

Adding Custom Code or HTML to a Module View
by:Josh Sweeney of ATCORE Systems

This tutorial will cover how to override a view to add custom code or HTML before or after the main view. You may want to add special instructions for a certain module view, or add a logo and link to your…MORE...