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No Code Required: Building Custom Applications with SugarCRM | SugarCon 2011

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The document outlines how to build custom applications using SugarCRM without coding, focusing on a use case involving a national bank's three business segments: banking, leasing, and mortgage. It discusses various customization tools such as studio, module builder, and workflows to capture unique data, share information, and track referrals between segments. The document includes demonstrations on creating dependent fields, workflows, and enhancing usability through shortcuts and global search.

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No Code Required: Building Custom Applications with SugarCRM | SugarCon 2011
No Code Required: Building Custom Applications with SugarChris RaffleKim Miller©2011 SugarCRM Inc. All rights reserved.
Business Use Case & ObjectivesNational Bank with 3 Business SegmentsBankingLeasingMortgageCRM ObjectivesCapture unique data for each business segmentShare information between business segmentsCross-sell to existing customersMaintain and track referral relationships3/24/113©2011 SugarCRM Inc. All rights reserved.
Customization Tools StudioCalculated FieldsDependent FieldsRelationshipsModule BuilderNew ModuleWorkflowsEmail Alerts3/24/114©2011 SugarCRM Inc. All rights reserved.
Capturing Unique Data (Studio)Leasing, Banking or Mortgage?Dependent fields per business segmentEstimated ValuesCalculated fields allow quick entries3/24/115©2011 SugarCRM Inc. All rights reserved.
DemoCreating dependent fields in Studio to capture unique data per userCreating calculated fields in Studio3/24/116©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 Workflows3/24/117©2011 SugarCRM Inc. All rights reserved.
DemoBuilding a simple moduleCreating a workflow3/24/118©2011 SugarCRM Inc. All rights reserved.
Tracking ReferralsKeeping track of referrals from and to clientsModule BuilderNew Relationships3/24/119©2011 SugarCRM Inc. All rights reserved.
DemoBuilding a Module Adding Multiple Relationships3/24/1110©2011 SugarCRM Inc. All rights reserved.
UsabilityEnhanced Custom Module UsabilityShortcut BarGlobal Search3/24/1111©2011 SugarCRM Inc. All rights reserved.
DemoUsing Global Search for Custom ModulesAdding Custom Modules to Shortcut Bar3/24/1112©2011 SugarCRM Inc. All rights reserved.
ConnectorsFollow Your Favorite Tweets from the Homepage3/24/1113©2011 SugarCRM Inc. All rights reserved.
DemoTwitter on the Homepage3/24/1114©2011 SugarCRM Inc. All rights reserved.
SummaryCustomize: No Code RequiredStudioModule BuilderWorkflowsConnectors3/24/1115©2011 SugarCRM Inc. All rights reserved.

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No Code Required: Building Custom Applications with SugarCRM | SugarCon 2011

  • 2. No Code Required: Building Custom Applications with SugarChris RaffleKim Miller©2011 SugarCRM Inc. All rights reserved.
  • 3. Business Use Case & ObjectivesNational Bank with 3 Business SegmentsBankingLeasingMortgageCRM ObjectivesCapture unique data for each business segmentShare information between business segmentsCross-sell to existing customersMaintain and track referral relationships3/24/113©2011 SugarCRM Inc. All rights reserved.
  • 4. Customization Tools StudioCalculated FieldsDependent FieldsRelationshipsModule BuilderNew ModuleWorkflowsEmail Alerts3/24/114©2011 SugarCRM Inc. All rights reserved.
  • 5. Capturing Unique Data (Studio)Leasing, Banking or Mortgage?Dependent fields per business segmentEstimated ValuesCalculated fields allow quick entries3/24/115©2011 SugarCRM Inc. All rights reserved.
  • 6. DemoCreating dependent fields in Studio to capture unique data per userCreating calculated fields in Studio3/24/116©2011 SugarCRM Inc. All rights reserved.
  • 7. Sharing Information Between Business Lines (Module Builder)New Data to be Aware of?Rate Change Module with Module BuilderRate Change Alert with Workflows3/24/117©2011 SugarCRM Inc. All rights reserved.
  • 8. DemoBuilding a simple moduleCreating a workflow3/24/118©2011 SugarCRM Inc. All rights reserved.
  • 9. Tracking ReferralsKeeping track of referrals from and to clientsModule BuilderNew Relationships3/24/119©2011 SugarCRM Inc. All rights reserved.
  • 10. DemoBuilding a Module Adding Multiple Relationships3/24/1110©2011 SugarCRM Inc. All rights reserved.
  • 11. UsabilityEnhanced Custom Module UsabilityShortcut BarGlobal Search3/24/1111©2011 SugarCRM Inc. All rights reserved.
  • 12. DemoUsing Global Search for Custom ModulesAdding Custom Modules to Shortcut Bar3/24/1112©2011 SugarCRM Inc. All rights reserved.
  • 13. ConnectorsFollow Your Favorite Tweets from the Homepage3/24/1113©2011 SugarCRM Inc. All rights reserved.
  • 14. DemoTwitter on the Homepage3/24/1114©2011 SugarCRM Inc. All rights reserved.
  • 15. SummaryCustomize: No Code RequiredStudioModule BuilderWorkflowsConnectors3/24/1115©2011 SugarCRM Inc. All rights reserved.

Editor's Notes

  • #3: Chris is adding flashier calculated fields.