SugarCRM:Tips, Tricks, and Tools

Josh SweeneyFounder

Import Wizard Tips and Tricks

Database Migrations

Import Wizard is not meant to do this! Robust Wizard in 5.x as compared to 4.x The Related Records problem

CSV Files

Commas can mess up an import without text delimiters

Single quote delimiters can mess up and import Test data for importing

Import Wizard Tips and Tricks

Field Qualifiers and Templates

Add the field qualifier to the name of the template. Mapped Fields won't show up if the qualifier is wrong.

Drop Downs

Custom Drop Downs need a null entry Imported fields must match exactly

New User Tips and Tricks

Documentation

Sugar User Guide Admin Guide Developer Guide Wiki 5.5 SOAP and REST guide Sugar Cookbook

New User Tips and TricksSugarCRM University

80% of Training is free. Videos and text tutorials

The Forum

Active and often outperforms support SLA Post to forum before putting in a support ticket

Support vs. Code Support

Sugar support is for product support and not customizations

Code support is through partners and consultants

New User Tips and Tricks

Dev Zone Blog Tutorials

SugarExchange vs SugarForge

Forge is for free and preview modules Check the version before trying Sugar support will not support Forge modules

Exchange is for pay modules Look for the Sugar certified badge Support will help with these modules

Tools

IDE – Integrated Developer EnvironmentPHPed, Zend, Aptana, Netbeans, EclipseNeed a debugger

WapSnapCustom tools to analyze changes in web apps

PHPMyAdminWeb based MySQL manager

FirebugFirefox plugin to analyze javascript and page elements

Web Developer ToolbarFirefox plugin with web development utilities

Tamper DataFirefox plugin to view and manipulate requests when they happen

Tools

Questions?

Josh Sweeney

Twitter: JoshSweeney

Blog: JoshSweeney.com

Website: www.ALT-Invest.net