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Overview

Tracking the activities of the projects under the accounts. Providing filters for the modules and making the crm application more user friendly.

Suger CRM customization

Country: South Africa

Concrete Industry

Challenges



=> Activities are calls,tasks,meetings. We need to get its Related Account when logging an activity with Parent Type as Projects.
=> There has to be tracking of the activities of the projects related to the account in its record view.


=> There has to be a universal filter for each module which is accessible by every user where as  current sugarcrm 7 version supports filters which can be created by a user and used by him only.
=> Changing colors of sub panel header.


=> Creating custom schedulers to track the planned activities.
=> We have also customized such that the values of the modules comes in to the opportunities,accounts and contacts during lead conversion for custom fields.


=> The sub panels remain open or closed based on the last state in which  user has used them. This has to be opened for every time users logsin.

Project Solutions

Created a custom Related Account field in the activities modules. This field gets displayed only when the activities 'Related To' field is Projects and made it as a mandatory field on this condition.

Solutions-1
* Created a custom Related Account field in the activities modules.
* Created custom schedulers which tracks the planned activities and updated it in the Planned Activities Field.
* Created a custom dashboard on to the accounts record view to track the activities of the Projects related to the account.
Solutions-2
* Planned Activities Count is updated by custom Scheduler and the list are updated In a Custom Dashboard
* We have created filter definitions based on filter fields present in the crm application and created a separate filter for the requested modules which can be used by every user.
* We have implemented such that irrespective of what the state of the sub panel is the sub panel remains open when ever a user logs in to the crm for all the modules.
Solutions-3
* We have changed the colors requested by the client for the sub panel headers so that it looks more user friendly and attractive and subpanels are always open.
* Subpanels header colors have been changed and they are always open.
* We have also created custom sub panels to track the each activity separately.

Business Benefits & Key Results


Business Benefits

  • This process helps to keep the track of the activities of the project related to the account.

  • The users are provided with Universal Filter as in sugarcrm 6.

  • Made the crm application more user friendly and attractive.

Key Results-1

  • Custom Dashboards in record view of the accounts to track the activities of the projects related to it.

  • Using dependencies to hide and show fields and make fields mandatory.

Key Results-2

  • Universal Filter for all users.

  • Making the sub panels to remain open always and changing the sub panel headers colors as requested for all the modules.

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