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This is the SugarCRM: Tips Tricks And Tools slide deck that was presented at the Atlanta SugarCRM Meetup on 2/20/09 http://www.alt-invest.net
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SugarCRM:Tips, Tricks, and Tools
Josh SweeneyFounder
Import Wizard Tips and Tricks
Database Migrations
Import Wizard is not meant to do this! Robust Wizard in 5.x as compared to 4.x The Related Records problem
CSV Files
Commas can mess up an import without text delimiters
Single quote delimiters can mess up and import Test data for importing
Import Wizard Tips and Tricks
Field Qualifiers and Templates
Add the field qualifier to the name of the template. Mapped Fields won't show up if the qualifier is wrong.
Drop Downs
Custom Drop Downs need a null entry Imported fields must match exactly
New User Tips and Tricks
Documentation
Sugar User Guide Admin Guide Developer Guide Wiki 5.5 SOAP and REST guide Sugar Cookbook
New User Tips and TricksSugarCRM University
80% of Training is free. Videos and text tutorials
The Forum
Active and often outperforms support SLA Post to forum before putting in a support ticket
Support vs. Code Support
Sugar support is for product support and not customizations
Code support is through partners and consultants
New User Tips and Tricks
Dev Zone Blog Tutorials
SugarExchange vs SugarForge
Forge is for free and preview modules Check the version before trying Sugar support will not support Forge modules
Exchange is for pay modules Look for the Sugar certified badge Support will help with these modules
Tools
IDE – Integrated Developer EnvironmentPHPed, Zend, Aptana, Netbeans, EclipseNeed a debugger
WapSnapCustom tools to analyze changes in web apps
PHPMyAdminWeb based MySQL manager
FirebugFirefox plugin to analyze javascript and page elements
Web Developer ToolbarFirefox plugin with web development utilities
Tamper DataFirefox plugin to view and manipulate requests when they happen
Tools
Questions?
Josh Sweeney
Twitter: JoshSweeney
Blog: JoshSweeney.com
Website: www.ALT-Invest.net
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