CRM

SugarCRM
19 Feb

Hiding All Subpanels in Detail View for a Clear Quote Print out of SugarCRM

Posted by Georg in CRM

One of our clients asked for a way to print clear quotes from their SugarCRM secure install.

The annoying matter being caused by the otherwise handy sub panels laying beneath the detail view of the quotes, or whatever some module would display in the main.

Solution: comment out all arrays in the following two files:

/modules/Quotes/metadata/subpaneldefs.php

/custom/modules/Quotes/Ext/Layoutdefs/layoutdefs.ext.php

The above paths are working for the Quotes custom module.
Below goes the path for any custom SugarCRM modules:

18 Feb

Mass Data Import Button in SugarCRM Custom Modules

Posted by Georg in CRM

Needing features like quotes, products, invoices, creating and managing in SugarCRM? The custom modules will deliver the required functionality, minus some minimal, but perhaps essential, aspects.

One of this is the [Import] button in the left bar. The one allowing users to import quotes, products, invoices from a CSV [or .xls] file.

Here's the tip for coding in that [Import] button:

http://www.sugarcrm.com/forums/showthread.php?t=45612

And yes, it works for any SugarCRM module, custom or not, which is currently missing this feature.

Give it a spin!

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