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Sugar U: Session 6: Advanced UI Customizations in Sugar

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SugarCRM
SugarCRM

The document discusses various ways that SugarCRM can be customized and enhanced through advanced UI customizations. It describes how SugarCRM can be configured to better meet user needs by modifying subpanels, creating different record types, implementing user-defined fields and surveys, integrating with social media like Facebook, and developing mobile apps. It also addresses common customer requests and complaints and how SugarCRM provides solutions through its open and flexible platform.

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Sugar U Advanced UI Customizations in Sugar
Steve “Kaz” Kasinetz Atcore Systems - Chief Technology Officer 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 2
Sugar as A Platform Flexible Intuitive Open Works the way Brings YOU a Integrates with simplified UI YOUR environment YOU work 4/25/2012 Tweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 3
What User’s See Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 4
Reports DB Workflow Mobile Security Upgrades Email Social Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 5
Common Complaints Too many subpanels. Too much info Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 6
Much Maligned Subpanels Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 7
Highly configured customer screen. 18 subpanels condensed to 1 screen Tweet: #SCON12
jQuery for Filterable Sortable Subpanels Tweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 9
Common Complaints I want to see different data for different records Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 10
Contacts can be different “Types” of People – Customers, Volunteers, Board Members, etc. Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 11
Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 12
System automatically allows users to perform different actions based on roles and user data Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 13
Common Request If I could only have user defined fields… Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 14
Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 15
Common Request If I could only have surveys Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 16
Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 17
Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 18
Common Request If I could only survey many people at once Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 19
Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 20
Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 21
Common Request If I could only have Kaz Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 22
Common Complaints Damned Duplicates Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 23
Input Bare Minimum Info Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 24
Show Possible Matches Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 25
Batch De-Dupe Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 26
Batch De-Dupe Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 27
Common Complaints How does Sugar do Telemarketing? Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 28
OOTB Lead Qual Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 29
OOTB Lead Qual Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 30
OOTB Lead Qual Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 31
OOTB Lead Qual Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 32
Telemarketing – A Better way Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 33
Telemarketing – A Better way Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 34
Telemarketing – A Better way Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 35
Common Questions How can I integrate SugarCRM & Facebook? Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 36
Facebook-Sugar Connector Features Contacts Contacts • Link Contacts to FB Friends • Add Contacts to SugarCRM • View FB Wall • View SugarCRM Activities • Post to FB Wall • Create Tasks in SugarCRM • View FB Profile • View Other FB Friends Events • View Events Events • Create Personal Events in Sugar • Create Fan Page Events in Sugar • Synch Attendees • Synch Attendees • View FB Wall • Post to Wall • Match FB Friends to Sugar Contacts • Quick Add Attendees • Event Calendar • Quick Create Sugar Campaign Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 37
Social Integration Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 38
Social Integration Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 39
Social Integration Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 40
Common Questions How can I change the Quotes module? Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 41
Quotes with jQuery Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 42
Common Questions How can I get a “real” iPad App for Sugar? Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 43
Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 44
Submit Session Feedback Select the SugarCon Mobile App: 1) Tap on this session 2) Tap on survey 3) Submit your feedback *Prizes for attendees who submit session feedback using the Mobile App 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 45
#SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 46

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Sugar U: Session 6: Advanced UI Customizations in Sugar

  • 1. Sugar U Advanced UI Customizations in Sugar
  • 2. Steve “Kaz” Kasinetz Atcore Systems - Chief Technology Officer 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 2
  • 3. Sugar as A Platform Flexible Intuitive Open Works the way Brings YOU a Integrates with simplified UI YOUR environment YOU work 4/25/2012 Tweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 3
  • 4. What User’s See Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 4
  • 5. Reports DB Workflow Mobile Security Upgrades Email Social Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 5
  • 6. Common Complaints Too many subpanels. Too much info Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 6
  • 7. Much Maligned Subpanels Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 7
  • 8. Highly configured customer screen. 18 subpanels condensed to 1 screen Tweet: #SCON12
  • 9. jQuery for Filterable Sortable Subpanels Tweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 9
  • 10. Common Complaints I want to see different data for different records Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 10
  • 11. Contacts can be different “Types” of People – Customers, Volunteers, Board Members, etc. Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 11
  • 12. Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 12
  • 13. System automatically allows users to perform different actions based on roles and user data Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 13
  • 14. Common Request If I could only have user defined fields… Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 14
  • 15. Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 15
  • 16. Common Request If I could only have surveys Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 16
  • 17. Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 17
  • 18. Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 18
  • 19. Common Request If I could only survey many people at once Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 19
  • 20. Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 20
  • 21. Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 21
  • 22. Common Request If I could only have Kaz Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 22
  • 23. Common Complaints Damned Duplicates Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 23
  • 24. Input Bare Minimum Info Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 24
  • 25. Show Possible Matches Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 25
  • 26. Batch De-Dupe Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 26
  • 27. Batch De-Dupe Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 27
  • 28. Common Complaints How does Sugar do Telemarketing? Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 28
  • 29. OOTB Lead Qual Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 29
  • 30. OOTB Lead Qual Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 30
  • 31. OOTB Lead Qual Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 31
  • 32. OOTB Lead Qual Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 32
  • 33. Telemarketing – A Better way Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 33
  • 34. Telemarketing – A Better way Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 34
  • 35. Telemarketing – A Better way Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 35
  • 36. Common Questions How can I integrate SugarCRM & Facebook? Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 36
  • 37. Facebook-Sugar Connector Features Contacts Contacts • Link Contacts to FB Friends • Add Contacts to SugarCRM • View FB Wall • View SugarCRM Activities • Post to FB Wall • Create Tasks in SugarCRM • View FB Profile • View Other FB Friends Events • View Events Events • Create Personal Events in Sugar • Create Fan Page Events in Sugar • Synch Attendees • Synch Attendees • View FB Wall • Post to Wall • Match FB Friends to Sugar Contacts • Quick Add Attendees • Event Calendar • Quick Create Sugar Campaign Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 37
  • 38. Social Integration Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 38
  • 39. Social Integration Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 39
  • 40. Social Integration Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 40
  • 41. Common Questions How can I change the Quotes module? Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 41
  • 42. Quotes with jQuery Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 42
  • 43. Common Questions How can I get a “real” iPad App for Sugar? Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 43
  • 44. Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 44
  • 45. Submit Session Feedback Select the SugarCon Mobile App: 1) Tap on this session 2) Tap on survey 3) Submit your feedback *Prizes for attendees who submit session feedback using the Mobile App 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 45
  • 46. #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 46