How-to add Campaign/Target List support for a custom person module in SugarCRM

This post will explain how to make your custom person module work with SugarCRM campaigns in the same way the default modules work (Leads,Contacts,Prospects,Users,Accounts.)

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How to create custom actions for your SugarCRM modules

You may find you need to define custom actions for one of your default or custom modules. Actions are a way of performing a task on a particular module and/or record.

In the past we have used custom entry points to achieve this; the difference with custom actions is that they can be created in an upgrade safe manner.

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How to add custom buttons to SugarCRM listview items

This is a small customisation that we have had a few customers request in the past. It allows you add a custom button to each list view record to perform a particular action - in this case to add the ability to quickly create a call or meeting using an AJAX based pop-up dialogue.

Please note that the customisation described below is not upgrade safe, as the first part requires you to modify a core file. However, you may be able to replace this step in an upgrade safe way.

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Drupal to SugarCRM simple SOAP connector

Over the past few years we have had a number of projects that involved integrating Drupal with SugarCRM. Because of this, we have developed a small Drupal to SugarCRM connector to make the job a little bit easier.

The module is not packed with features but it does make interfacing with SugarCRM simpler when developing/customising Drupal modules.
This is intended to be used by a developer, however there are one or two features that can be used without the need to write any code.


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Creating custom scheduler jobs for SugarCRM

You may find yourself needing to perform an automated action on a regular basis. Maybe you have an external data source which you have written import scripts for.

Instead of running this script manually each day, you can set up a custom scheduler job in SugarCRM to do it for you.

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How to add a custom toolbar button to the SugarCRM shortcut bar.

This post will explain how to add a custom toolbar button to the SugarCRM shortcut bar. This can be useful if you carry out the same task daily and want to reduce the amount of clicks needed to acheive it, this can also be used to trigger custom built scripts for automated tasks.

You can see an example of this in practice with this module.. http://www.sugarcrm.com/forums/showthread.php?t=68754


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