No Code Required: Building Custom Applications with SugarCRM | SugarCon 2011
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Create your own Sugar! Go from extraordinary Sugar to amazing Sugar! Know module builder? Create it. Know studio? Customize it. Know workflows? Streamline it. Mix the three together, add in a dash of calculating fields and a social connector, and you're on to something amazing. Not a drop of code is required to turn Sugar into something completely custom to your business and processes. Join Kim Miller and Chris Raffle as they combine their expertise to demo how custom Sugar can be …no code required. Presented by Kim Miller & Chris Raffle at SugarCon 2011
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No Code Required: Building Custom Applications with SugarCRM | SugarCon 2011
- 2. No Code Required: Building Custom Applications with Sugar Chris Raffle Kim Miller ©2011 SugarCRM Inc. All rights reserved.
- 3. Business Use Case & Objectives National Bank with 3 Business Segments Banking Leasing Mortgage CRM Objectives Capture unique data for each business segment Share information between business segments Cross-sell to existing customers Maintain and track referral relationships 3/24/11 3 ©2011 SugarCRM Inc. All rights reserved.
- 4. Customization Tools Studio Calculated Fields Dependent Fields Relationships Module Builder New Module Workflows Email Alerts 3/24/11 4 ©2011 SugarCRM Inc. All rights reserved.
- 5. Capturing Unique Data (Studio) Leasing, Banking or Mortgage? Dependent fields per business segment Estimated Values Calculated fields allow quick entries 3/24/11 5 ©2011 SugarCRM Inc. All rights reserved.
- 6. Demo Creating dependent fields in Studio to capture unique data per user Creating calculated fields in Studio 3/24/11 6 ©2011 SugarCRM Inc. All rights reserved.
- 7. Sharing Information Between Business Lines (Module Builder) New Data to be Aware of? Rate Change Module with Module Builder Rate Change Alert with Workflows 3/24/11 7 ©2011 SugarCRM Inc. All rights reserved.
- 8. Demo Building a simple module Creating a workflow 3/24/11 8 ©2011 SugarCRM Inc. All rights reserved.
- 9. Tracking Referrals Keeping track of referrals from and to clients Module Builder New Relationships 3/24/11 9 ©2011 SugarCRM Inc. All rights reserved.
- 10. Demo Building a Module Adding Multiple Relationships 3/24/11 10 ©2011 SugarCRM Inc. All rights reserved.
- 11. Usability Enhanced Custom Module Usability Shortcut Bar Global Search 3/24/11 11 ©2011 SugarCRM Inc. All rights reserved.
- 12. Demo Using Global Search for Custom Modules Adding Custom Modules to Shortcut Bar 3/24/11 12 ©2011 SugarCRM Inc. All rights reserved.
- 13. Connectors Follow Your Favorite Tweets from the Homepage 3/24/11 13 ©2011 SugarCRM Inc. All rights reserved.
- 14. Demo Twitter on the Homepage 3/24/11 14 ©2011 SugarCRM Inc. All rights reserved.
- 15. Summary Customize: No Code Required Studio Module Builder Workflows Connectors 3/24/11 15 ©2011 SugarCRM Inc. All rights reserved.
Hinweis der Redaktion
- Chris is adding flashier calculated fields.