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Sugar Community Edition Documentation

Sugar Community Edition 5.2 Documentation

Sugar Developer Guide

Version 5.2

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Preface : Overview

Sugar consists of modules which represent a specific functional aspect of CRM such as Accounts, Activities, Leads, and Opportunities. For example, the Accounts module enables you to create and manage customer accounts, while the Activities module enables you to create and manage activities related to accounts, opportunities, etc. Sugar modules are designed to help you manage your customer relationships through each step of their life cycle, starting with generating and qualifying leads, through the selling process, and on to customer support and resolving reported product or service issues. Because many of these steps are interrelated, each module displays related information. For example, when you view the details of a particular account, the system also displays the related contacts, activities, opportunities, and bugs. You can not only view and edit this information but can also create new information.

As a developer, Sugar gives you the ability to customize and extend functionality within the base CRM modules. You can customize the look and feel of Sugar across your organization. Or you can create altogether new modules and build entirely new application functionality to extend these new modules.

Sales Management

•	Lead, Contact, and Opportunity Management to share information and pursue new business.

•	Account management to manage all customer interactions in a single location.

Marketing Automation

•	Lead management for tracking and cultivating new leads.

•	Email marketing for touching prospects and customers with relevant offers.

•	Campaign management for tracking campaigns across multiple channels.

•	Campaign reporting to analyze the effectiveness of marketing activities

•	Activity management for Emails, tasks, calls, and meetings

•	Content syndication to consolidate third-party information sources.

•	The RSS news feeds module lets you select and manage your favorite news feeds, and display them on your My RSS News Feeds screen.

•	Quickly edit user settings, views and layouts in a single location.

•	Customize the application with Sugar Studio so that Sugar meets the exact needs of your company.

Interface Consolidation

The My Portal module allows administrators and users to link external web sites and web applications into the Sugar User Interface, enabling Sugar to become a unified information interface for its users.

Sugar is built on established open-source technologies and widely supported industry standards, including the PHP development environment, the MySQL relational database, the Apache or IIS web servers, and the Linux or Windows Server operating systems. The system supports both the LAMP (Linux, Apache, MySQL, PHP) and WIMP (Windows, IIS, MySQL, PHP) platforms.

What’s New in 5.2

With each revision of the Sugar software, significant advances are made in both the feature set and usability of the software. In 5.2 we have added the following items that developers can take advantage of to enhance or customize their SugarCRM installations.

•	Cloud Connector Framework to pull outside data into your system

•	Sugar Feeds Framework leveraging logic hooks

•	Module Level Administration to allow better granularity of the management of your system without having to give users full admin access

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Copyright 2004-2009 SugarCRM Inc.
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