no code required: building custom applications with sugarcrm | sugarcon 2011
DESCRIPTION
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 2011TRANSCRIPT
No Code Required: Building Custom Applications
with Sugar
Chris Raffle
Kim Miller
©2011 SugarCRM Inc. All rights reserved.
©2011 SugarCRM Inc. All rights reserved.
Business Use Case & Objectives
National Bank with 3 Business SegmentsBankingLeasingMortgage
CRM ObjectivesCapture unique data for each business segmentShare information between business segmentsCross-sell to existing customersMaintain and track referral relationships
04/09/2023 3
Customization Tools
StudioCalculated FieldsDependent FieldsRelationships
Module BuilderNew Module
WorkflowsEmail Alerts
04/09/2023 4©2011 SugarCRM Inc. All rights reserved.
Capturing Unique Data (Studio)
Leasing, Banking or Mortgage?Dependent fields per business segment
Estimated ValuesCalculated fields allow quick entries
04/09/2023 5©2011 SugarCRM Inc. All rights reserved.
Demo
Creating dependent fields in Studio to capture unique data per userCreating calculated fields in Studio
04/09/2023 6©2011 SugarCRM Inc. All rights reserved.
Sharing Information Between Business Lines (Module Builder)
New Data to be Aware of?Rate Change Module with Module BuilderRate Change Alert with Workflows
04/09/2023 7©2011 SugarCRM Inc. All rights reserved.
Demo
Building a simple moduleCreating a workflow
04/09/2023 8©2011 SugarCRM Inc. All rights reserved.
Tracking Referrals
Keeping track of referrals from and to clientsModule BuilderNew Relationships
04/09/2023 9©2011 SugarCRM Inc. All rights reserved.
Demo
Building a Module Adding Multiple Relationships
04/09/2023 10©2011 SugarCRM Inc. All rights reserved.
Usability
Enhanced Custom Module UsabilityShortcut BarGlobal Search
04/09/2023 11©2011 SugarCRM Inc. All rights reserved.
Demo
Using Global Search for Custom ModulesAdding Custom Modules to Shortcut Bar
04/09/2023 12©2011 SugarCRM Inc. All rights reserved.
Connectors
Follow Your Favorite Tweets from the Homepage
04/09/2023 13©2011 SugarCRM Inc. All rights reserved.
Demo
Twitter on the Homepage
04/09/2023 14©2011 SugarCRM Inc. All rights reserved.
Summary
Customize: No Code RequiredStudioModule BuilderWorkflowsConnectors
04/09/2023 15©2011 SugarCRM Inc. All rights reserved.