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John Mertic - Building on SugarCRM

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Building on SugarCRM: summary, description and annotation

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In the crowded field of customer relationship management (CRM) systems, SugarCRM stands outnot only for its modular design, but also for the ease with which you can develop, customize, and extend your CRM applications. This concise book provides a thorough overview of the development tools and APIs available in SugarCRM 6.2, showing both developers and nondevelopers alike how to use them to build a sample application step-by-step. Youll learn how to bend and twist SugarCRMs extensible MVC framework to create custom applications, including solutions for automating your business that go beyond traditional CRMs.Learn how SugarCRM modules interact with one another through data relationships Build your CRM application with SugarCRMs GUI developer toolswithout touching code Use built-in design templates with Module Builder to design new CRM modules Customize modules with the Studio tool to add new fields or additional relationships between modules Automate common and tedious tasks within your application, using custom PHP code with SugarCRMs powerful API Integrate external applications into your CRM solution through SugarCRMs web services API

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Building on SugarCRM
John Mertic
Editor
Julie Steele

Copyright 2011 SugarCRM Inc.

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Chapter 1. What is SugarCRM?

SugarCRM is the worlds largest open source CRM (customer relationship management) software. Founded in 2004, over 7,000 customers and more than half a million users rely on SugarCRM to execute marketing programs, grow sales, retain customers, and create custom business applications. These custom business applications can be used in a multitude of ways, such as to power sales teams, run customer support organizations, and manage customer information databases.

One of the unique things about SugarCRM in the CRM space is that its fundamentally an open source application, meaning that the source code of the application is available to any user, developer, or customer of the product. Whether one opts for the AGPLv3 licensed or the commercially licensed version, the application comes with all of the source code, enabling developers to customize and build upon the product with ease. This puts the control of your application and your data in your hands, enabling the freedom to deploy SugarCRM wherever you wish. This ability has given SugarCRM partners and developers worldwide the ability to customize the out-of-the-box application to fit in many different organizations, vertical markets, and locales.

But before we dig in deeper to how you could take the SugarCRM platform and build upon it, lets take a peek at the various editions of SugarCRM, how and where we can deploy SugarCRM, and some of the components that come with SugarCRM out of the box to enable you to build applications with ease.

A breakdown of the editions

The latest version of SugarCRM as of this writing is 6.2, released in June 2011. For this version we expanded the number of editions of the product from three to five, to better cover the various demographics of our customers and better streamline our product support offerings, as well as provide new add-on products to complement the base product.

Community Edition

Community Edition is released under the AGPLv3 license. The Community Edition and related extensions have been downloaded over 8 million times since 2004. This edition comes fully featured with all the basics for sales, marketing, support automation, and user and ACL management, as well as the developer tools Studio and Module Builder for customizing the application. It can be downloaded from http://www.sugarforge.org/content/downloads/.

Professional Edition

Professional Edition is a commercial edition of the product that builds upon the feature set of the Community Edition. Of these numerous additional features added to Professional Edition, the most notable are:

  • Support for Teams, where users can be grouped together by their department or job function.

  • A reporting tool enabling you to run several different types of reports, many of which have charts with them that can be added to the Home page

  • A web-based mobile version, along with mobile clients specific for the iPhone and Android smart phones

  • Plug-ins for Microsoft Office, namely Outlook, Word, and Excel

Corporate Edition

This is a new edition of the product added with the Sugar 6.2 release, which adds additional features on top of the Sugar Professional feature set:

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