Tools and Reports Modules for SugarCRM CE
Over the past couple of years I have worked with SugarCRM. During that time I’ve tried to overcome the lack of Reports and Tools in the Community Edition (CE) by incorporating my own custom reports and tools for marketing professionals to be able to use thru SugarCRM custom modules. These reports and tool were eventually [...]
SugarCRM Account Re-assign Logic Hook
This SugarCRM Logic Hook was used to overcome a common issue with SugarCRM. SugarCRM CE doesn’t automatically reassign an Account’s related contacts when the Account is reassigned. This often creates visibility/usability issues due to the lack of permissions (roles). The logic hook below reassigns the Accounts related contacts and opportunities saving you the time of doing it manually as well as preventing multiple contact issues. This logic hook also manages a reassigning mapping to general store users based on status set.
SugarCRM Leads Logic Hook
This SugarCRM logic hook was used to automatically assign leads to users based on status. This mapping was required to help users reassign leads to users such as the “Dead Targets User”. See the logic hook below for the mapping details. In order for this Logic Hook to function the Usernames must exist.
SugarCRM Users Logic Hooks
Custom Logic Hooks are a great way of adding functionality to SugarCRM. The logic hook below was used to establish a default role for new users. This was required for the automatic LDAP Users functionality that is built into SugarCRM. This logic hook was used with SugarCRM CE 5.2 in a production environment.
SugarCRM Backup Scheme
This SugarCRM backup scheme (tested on v5.2) was developed with help from several online tutorials. The concept is to generate daily and weekly file backups of the SugarCRM file structure, excluding the upload directory which contained too many email attachments (mostly spam) at the time. These shell scripts assume your SugarCRM install is located at [...]
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