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How to Customize SugarCRM for Generation of a User’s Activity Schedule

How to Customize SugarCRM for Generation of a User’s Activity ScheduleAuthor: Pavel Chumachenko, Software Engineer

We continue to reveal the secrets of SugarCRM customization, and our today tutorial contains a step-by-step guide how to generate user’s activity schedule with the help of a module.

To be precise, we will cover the advanced SugarCRM framework, namely, the possibility to create a module for SugarCRM 6, which does not require any storage in a SugarCRM database, but, at the same time, provides the additional upgraded features for CRM system users, i.e. the generation of a user’s activity schedule. Read more »

How to Сustomize SugarCRM Dropdown List Values

How to Сustomize SugarCRM Dropdown List ValuesAuthor: Pavel Chumachenko, Software Engineer

In keeping with the topic of SugarCRM customization, let us consider a fairly common situation: sometimes while working within SugarCRM, the latter appears to miss the simple mechanisms of standard option of displaying/hiding fields. It also lacks those mechanisms that could make the needed field non-editable, i.e. disabled, guided by the meaningful specifics of business processes. And here it is important to note that the certain rules, essential for the correct run of business processes, can require disabling only certain values within the dropdown list. Read more »

How to Customize SugarCRM Role Management to Struggle Data Security Risks

How to Customize SugarCRM Role Management to Struggle Data Security RisksAuthors: Katerina Burlaka and Andrey Shevchenko, CRM Consultants

The main threat to your customer data does not always come from external anonymous hackers. Forrester survey states that most data security breaches are caused by employees. So, how can businesses protect their invaluable customer data from this internal threat?

The responsibility for data security usually rests with IT department. Read more »