Sugar CRM customization for Management Services Corporation

Overview

Providing the hints/suggestions to the users based on changes in sugarcrm fields.

Management Services

Country: South Africa

Management Services

Challenges

=> The User Needs to be updated with Hints or Suggestions based on options he selected on the case type and the case subtype fields of sugar.
=> This has to be done by changing the content on the dashboards present in the create view and the recorded view.

=> The content on dashboard is static where as we need to change it based on the options selected by the user.

=> Dashboards can be configured only for record view of UI but not for the create view.

=> We need to create a custom HTML field(Rich Text Editor/TinyMCE Editor) for the user to update the hints for each case type and sub type in a custom module

Business Benefits & Key Results

Project Solutions

* We created records in a custom module for each case type and case subtype with HTML content on a custom HTML field.
* We created custom dashboards both on the record as well as on to the create view of Cases Module.
* The contents of the dashboard which we have created in the record and the create view has to be retrieved from the custom module based on the case type and case sub type changed by the users in Cases Module.
* The value of the dashboards must also reflect when the page is loaded.

Business Benefits

* This process provides the user to get the knowledge of what he has to further do based on the case type and case sub type which he has selected.
* This enables him to cross check why the need has come for him to file the case.

Key Results

* HTML field in custom module.
* Custom Dashboards in create and the record view.
* Changing the contents of the Dashboard based on the dropdown values of the fields.

Casestudies

See our work

vtiger
scheduler
sugarcrm
php
pagination
mysql
jquery
javascrip
customers
ubuntu
css
flexible
history
cron
contacts
accounts
campaigns
marketing
calendar
html
crm-servic
manage-sal
php-servic
sugar-crm
web-and-mo
yii-framew
adding-new
call-notif
call-recor
call-scree
complete-c
inbound-an
inbound-ca
initiates-
sugarcrm-c
sugarcrm-c
sugarcrm-t
sugarcrm-c
campaign-m
core-sales
roi-on-mar
shared-cal
support-sa
tracking-o
customer-a
lead-gener
sales-and-
sales-mana
cron-custo
cron-scrip
custom-but
custom-edi
custom-mod
custom-pag
custom-pop
custom-scr
custom-top
edit-link-
module-con
recurring-
subpanel-e
subpanel-e
subpanel-e
subpanel-t
subpanel-t
top-button
accessing-
assigned-u
audit-fiel
audit-in-s
audit-tabl
buttons-in
case-on-fi
create-cas
create-cas
create-cas
create-quo
custom-sub
disable-ac
disable-ed
disabling-
editing-re
field-chan
field-chan
fields-in-
hide-edit-
on-change-
quote-in-s
quote-temp
quote-temp
quotes-in-
quotes-tem
rest-api-i
soap-api-i
subpanel-i
top-button
track-fiel
user-login
ajax-in-su
change-par
custom-cha
end-points
inline-edi
leads-in-s
on-subpane
parent-cha
parent-mod
parent-mod
subpanel-e
subpanel-i
subpanels-
sugarcrm-d
change-in-
create-vie
custom-das
custom-das
custom-dep
custom-fie
customized
dependenci
display-fi
filter-for
filter-for
filters-in
hide-field
hide-show-
open-all-s
open-in-su
record-vie
schedulers
subpanel-h
subpanel-i
subpanel-k
subpanel-o
sugarcrm-c
sugarcrm-f
sugarcrm-s
track-acti
content-on
create-vie
creating-m
custom-das
custom-das
customized
dashboard-
dashboard-
dashboards
editor-fie
html-edito
html-field
record-vie
rich-text-
sugarcrm-h
text-edito
tinymce-in

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Overview

Challenges

Business Benefits & Key Results

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