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SugarCRM Customization An Overview
SugarCRM – the popular open-source and social CRM – empowers organizations to win and keep happy customers. SugarCRM is modern and flexible by design and allows for a great deal of customization. Basic customizations can be done through its Admin interface without touching its code base. Advanced business needs entail custom SugarCRM development requiring code changes to powerfully customize and extend SugarCRM to fit the exact way you do business.
Basic SugarCRM Customization (No Coding)
You can carry out common customizations of SugarCRM to fit your existing business processes without touching any underlying code. To make basic SugarCRM customization, you don’t need a separate application or developer’s tools either. Common SugarCRM customizations can be done from the Admin screens with an intuitive drag-and-drop interface. SugarCRM provides the most common CRM functionality that everybody uses and offers a set of easy tools that make it simple to configure the application. The Admin interface provides some great components for you to customize your SugarCRM instance such as the following:
SYSTEM: These tools you configure the system-wide settings specific to your organizational context, e.g. System Settings, Locale, Currencies, Languages, Global Search, Connectors, Scheduler, Import Wizard, Upgrade Wizard, Backups, Repair, Diagnostic Tool, Themes, and Activity Streams. Some of the default locale setting can be overridden by users within their user settings page.
DEVELOPER TOOLS: These let you build and customize modules, manage fields and configure tabs with some powerful yet intuitive tools such as Studio, Module Builder, Module Loader, Dropdown Editor, Rename Modules, Display Modules and Subpanels, and Configure Module Menu Filters.
EMAIL: Email tools – Email Settings, Campaign Email Settings, Inbound Email, and Email Queue – enable you to manage outbound and inbound emails.
Basic SugarCRM Customization (No Coding)
You can carry out common customizations of SugarCRM to fit your existing business processes without touching any underlying code. To make basic SugarCRM customization, you don’t need a separate application or developer’s tools either. Common SugarCRM customizations can be done from the Admin screens with an intuitive drag-and-drop interface. SugarCRM provides the most common CRM functionality that everybody uses and offers a set of easy tools that make it simple to configure the application. The Admin interface provides some great components for you to customize your SugarCRM instance such as the following:
SYSTEM: These tools you configure the system-wide settings specific to your organizational context, e.g. System Settings, Locale, Currencies, Languages, Global Search, Connectors, Scheduler, Import Wizard, Upgrade Wizard, Backups, Repair, Diagnostic Tool, Themes, and Activity Streams. Some of the default locale setting can be overridden by users within their user settings page.
DEVELOPER TOOLS: These let you build and customize modules, manage fields and configure tabs with some powerful yet intuitive tools such as Studio, Module Builder, Module Loader, Dropdown Editor, Rename Modules, Display Modules and Subpanels, and Configure Module Menu Filters.
EMAIL: Email tools – Email Settings, Campaign Email Settings, Inbound Email, and Email Queue – enable you to manage outbound and inbound emails.
Social Bookmarking Automation Software Blog Comment Software Best Review and Bonus
Social Bookmarking Automation Software Blog Comment Software Best Review and Bonus
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