No Code Required: Building Custom Applications
with Sugar
Chris Raffle
Kim Miller
©2011 SugarCRM Inc. All rights reserved.
©2011 SugarCRM Inc. All rights reserved.
Business Use Case & Objectives
National Bank with 3 Business SegmentsBankingLeasingMortgage
CRM ObjectivesCapture unique data for each business segmentShare information between business segmentsCross-sell to existing customersMaintain and track referral relationships
04/09/2023 3
Customization Tools
StudioCalculated FieldsDependent FieldsRelationships
Module BuilderNew Module
WorkflowsEmail Alerts
04/09/2023 4©2011 SugarCRM Inc. All rights reserved.
Capturing Unique Data (Studio)
Leasing, Banking or Mortgage?Dependent fields per business segment
Estimated ValuesCalculated fields allow quick entries
04/09/2023 5©2011 SugarCRM Inc. All rights reserved.
Demo
Creating dependent fields in Studio to capture unique data per userCreating calculated fields in Studio
04/09/2023 6©2011 SugarCRM Inc. All rights reserved.
Sharing Information Between Business Lines (Module Builder)
New Data to be Aware of?Rate Change Module with Module BuilderRate Change Alert with Workflows
04/09/2023 7©2011 SugarCRM Inc. All rights reserved.
Demo
Building a simple moduleCreating a workflow
04/09/2023 8©2011 SugarCRM Inc. All rights reserved.
Tracking Referrals
Keeping track of referrals from and to clientsModule BuilderNew Relationships
04/09/2023 9©2011 SugarCRM Inc. All rights reserved.
Demo
Building a Module Adding Multiple Relationships
04/09/2023 10©2011 SugarCRM Inc. All rights reserved.
Usability
Enhanced Custom Module UsabilityShortcut BarGlobal Search
04/09/2023 11©2011 SugarCRM Inc. All rights reserved.
Demo
Using Global Search for Custom ModulesAdding Custom Modules to Shortcut Bar
04/09/2023 12©2011 SugarCRM Inc. All rights reserved.
Connectors
Follow Your Favorite Tweets from the Homepage
04/09/2023 13©2011 SugarCRM Inc. All rights reserved.
Demo
Twitter on the Homepage
04/09/2023 14©2011 SugarCRM Inc. All rights reserved.
Summary
Customize: No Code RequiredStudioModule BuilderWorkflowsConnectors
04/09/2023 15©2011 SugarCRM Inc. All rights reserved.
