I am new to sugarcrm and one of the first things I need to do is figure out away to import some custom data to some leads I currently have in the system. It didn't take much time to realize that it was going to take quite a while to figure this out on my own after looking at the developer information on the site.
The data that I want to import will hope fully be imported and added to a new history item for the particular lead. We are doing some actions to the leads outside of the crm and I want to batch update the crm data adn store it in the history.
I was thinking that a good place for this might be in the import window for the leads. Maybe adding another radio selection to the area that says "What would you like to do with the imported data?" and then add processes to handle this type of import.
The other possibility is a new tab for the upload and process it there.
I am currently unsure of the best approach, as I am learning how to add functionality to sugar.
I could really use some guidance on what might be the best way to proceed and maybe some pointers to where I can find more information.
By the way this is the CE version 6.5
Thanks for the help
There's always tools like Talend to look at if you really have custom import requirements, but I'm somewhat wondering what requirements you have that can't be handled by the built in tool? It should be able to import into custom fields fine.
I used Sugar in the past and I have to say it's always been a mess. The customer service is really lacking too. To be honest with you, I canceled my account within 2 months.
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I recently started learning about drupal integration and because I wanted to learn how to create sites that I give to people with no html experience who want to be able to update their site. Through my research I learned that Drupal is the best supported CMS. It really does have a lot of nice features and accomplishes the job, but it almost has too many features for what I want.
I'm assuming there is some kind of open-source software for
I am an aspiring web developer trying to build my portfolio/gain experience. What I've been trying to do is build sites for clients that I can lose complete contact with--so when their store hours change and they have no HTML experience, I get emails about updating their site.
I figure there are three approaches: (tell me if there are more)
I write a php app that allows them to edit their site
I use a CMS (Drupal) to let them edit their site
I write scripts that embed text files formatted with {white-space: pre;}
I've so far implemented each method on 3 different sites, and they all work with drawbacks. I would prefer an open-source alternative to writing my own app for stability/security. Drupal seems more oriented towards allowing multiple users to add content, whereas I only want one user update existing content. The third option works well for computer-literate clients, but anyone who can navigate onto their server to change the file could probably figure out how to update the site without any of these approaches.
To sum up my problem, can anyone tell me the term I am looking for? Content Management System refers to the site framework for sites with a growing number of content posts (correct me if I'm wrong). What is the term for the site framework for editing sites with predefined but editable pages? If you could please tell me that, then I can at least research this question on my own. Otherwise, if you have any advice or solutions, they are much appreciated!
Thanks
user1470887, you've asked a great question. The answer, unfortunately, is that too many of the existing CMS products overlook this use case. It doesn't have an exact name as far as I know.
The term "in-place editing" describes one version of this (user clicks text on web page, block of text becomes a form, user edits contents and presses submit button, new text is sent to webserver and saved, and the form becomes normal text again). But I gather you would be happy with anything that lets them edit-existing but not create-new.
I'm also guessing you don't want to build your own Drupal module or commission one.
I do not know Drupal well enough to know whether there's a Drupal module that meets your needs. I'd recommend a careful search, though, especially if you are already somewhat familiar with Drupal. (Yes, Drupal can seem like too much CMS at times.)
However ... if you can't find a Drupal solution or want an alternative to Drupal, MODX Revolution does have an answer: set it up and then install Bob Ray's NewsPublisher add-on. It will put an "edit" button on pages which a user has the right to edit, but not on pages where they don't have edit rights. (And of course users will only be able to edit the title, body content etc - not the entire page.)
Bob Ray has literally written the book on MODX (MODX: The Official Guide). I was able to successfully adapt NewsPublisher to a project last year similar to what you have described, with predefined pages that the user would only need to edit over time. The latest NewsPublisher version, untested by me, is said to be further improved and can now be styled much more easily using CSS. That should allow you to give your users a customised and consistent interface.
As andmag also notes, MODX is a very flexible system for web developers focused on the presentation layer. It has the best templating system going.
I'll recomend you to try MODX. It gives you big flexibility to run your php or html code.
I've been developing simple PHP/MySQL web sites for some years.
Never used a PHP Framework before and I understand I'll need to know OOP, no problem.
I'm about to start a SaaS project of my own.
A)
So far, I've seen Yii generates the CRUD and pages according to the DB.
Is it easy to modify the generated code?, like, adding a new DB field and its form field without not generating again all the stuff every time I change something in the DB and losing other customizations?
I mean, I'm 100% sure the generated DB code and pages are not going to be enough and I'll be constantly adding and correcting fields, and adding more tables etc.
B )
My project will include a Shopping Cart and Calendar(for events, tasks, etc.).
Does Yii has these options or at least an easy way to implement it like the Authentication options or Database listing, etc.?
C) Does documentation has this explained as a tutorial/book or is more like a reference(minimum explanation that only advanced user understand how to integrate it)?
thank you very much
Yiiframework has excelent documentation (you can start from here). Also there is an extensions area in the downloads section where you can find all available yii extensions.
All your questions can be answered if you follow their easy tutorial.
A) Yes, it's easy. You will just add code for new fields not changing it all.
B and C are answered by Stratosgear very well.
Is it easy to modify the generated code?
Yes it is. If you later decide to add more fields to the table, you can do that from your Phpmyadmin using sql commands.
You also need to edit the generated class file adding those new fields to correspond with that on your table.
I need advice/suggestions.
At my place of work - we have a large data set.
We would like to server the data up as editable html pages.
(Its mostly lists of simple text)
We would like to add data, change it's order, update text etc...from the editable pages.
It has to have a pretty low bar for usability and WYSIWYG is a must.
The folks who will edit are not programmers by a long shot.
We are not sure Wiki will work.
It might have to do - but not sure.
Changes have to be tracked and written back into the DB
I am thinking some kind of open source CMS might work?
Wordpress, Joomla, Drupal - something that can get us up and running pretty quickly.
I really am open to suggestions - not sure where to begin on this one.
Thanks all
If you don't have someone available right now with expertise with a specific CMS, it will not be quick to set up at all. One good reason is that you'd have to import all of your existing data into whatever form the CMS supports: this is a task for someone who has done it before. On the other hand, if you can pull that off, some of the built in WYSIWYG editors are quite easy to use, with some systems you get versioning and author information for free etc. I'm speaking mostly with the eZ Publish CMS in mind, although it's probably true for other systems.
I would make a simple CMS site that uses the Ajax control toolkit HTML Editor and perform updates to the database on postback.
Here is the link to the Editor example
http://www.asp.net/ajax/ajaxcontroltoolkit/Samples/HTMLEditor/HTMLEditor.aspx
CMS Made Simple (http://www.cmsmadesimple.org) is very easy to set up and use. You do need to understand xhtml and javascript for the theme whacking, but once it's set up it has been trouble free. See my http://www.ConvinceProject.com as an example. It is MUCH easier to use than Drupal and appears to be more stable. I've had Drupal crash when installing security updates to modules, for example. It gives you full access to the header metatags, has fully integrated php and smarty tags, seems quite complete.
AFA importing, this is all mysql-based, although it can use others. If you have a web-whacking coder, pages can be 'scraped' and stuffed if it's more than cut and paste will do.
Lots of us can do it, it's not hard.
If I understand you correctly, it seems like you just need a web-based GUI for editing your DB. Honestly it would probably be faster to just roll your own in the language most familiar to you. There are many fine WYSIWYG editors out there that you can wrap around a text field, such as http://ckeditor.com/.
On the the other hand if you're hoping to solve this problem with DB skills and not do any web dev it may indeed be easier to find a simple CMS. ModX and SimpleCMS comes to mind. Joomla, Drupal and WP all come with so many out of the box features you'd have to strip out - look for something that starts fairly simple. Drupal in the right hands could do this, it has tools for importing/exporting to external DBs but the learning curve is pretty steep. Be aware that some CMSes do strange things with entry data...you may have to look for a text field inside a stored array (Drupal) instead of stored as a straight text field.
We we wondering what are some ways developers have added a help function to their apps. What are some techniques people have used?
One way we were thinking of is to us UIWebView to display a HTML file with help instructions.
Thoughts appreciated.
I'm using UIWebView right now which pretty much contains all the help in a single page, along with some JQuery things to display popups, etc. But I like the way iCab Mobile (et al.) are doing things which is a sectioned UITableView with each row a separate topic or section within their overall help information (complete with icons...) then in their bundle they have each section in its own html file, organized by localization.
Another thing in my queue for the next release is to provide a dynamic "News" view. The rough idea is as follows... I have on my server a file or CGI where I can place small bits of news I'd like to push out to users. On startup, my app checks for network availability and if present, start a thread to see if anything has changed on the server since last updating the News data. If changes present, post an alert letting user know, and asking if they'd like to read it now. At that point, the latest news is already downloaded and cached, so they can simply read it later if they want, and I won't post anymore alerts until the server file changes again. (And one could add a preference/setting to disable these alerts.)
I'm thinking this would be a good way to let people know that some nasty bug is known and fixed and an update is sitting in the queue, solicit beta testers, promote upcoming features or other apps, etc. I can see where constant alerts everytime I've got something new to promote would get annoying, so having a setting to disable them means the user never has to read them unless they want to. Although some kind of override to warn of recently discovered/fixed bugs seems sensible.
FWIW, the author of Mover+/Mover has just started doing a similar thing, though I think Emanuele is perhaps only showing one Notelet at a time, whereas I envision a bit more of a history (shown in UIWebView) until I decide to age stuff off the bottom of the stack.
I'm using a scroll/page view to show several images containing small notes. Each image then tells the user about the more advanced functions on a specific part of the app.
In my opinion the help should only contain information that isn't a 100% relevant for the use of the application. It should be things the advanced user should use to make more use of the app. It should contain gold for the power users. The "basics" should be so obvious that no help would ever be needed. If that's not the case, I think, you've failed as a developer on the iPhone platform.
(Here's a screen shot from my demo app)
I'm currently creating a fairly complicated app. I'm thinking of doing help as a semi-transparent overlay - help in text form is hard to swallow for users; it's much more helpful to just point at stuff and say "this does that".
I am looking for a nice framework for developing a GUI builder Application. We have an application where 100Os of custom data entry forms and their print formats are required and each client will need some modifications on these. We have a developed a product using java based open source templatnig frameworks so that the layout and field definition are stored in database and rendered dynamically to the user. We also have an appication to design these forms but cannot do visual design.
Now I am trying to make a Visual Form Designer application for generating these forms. Can any one suggest some open source frameworks than can be used? Can I use Eclipse Visual Editor? Or is it better to develop some kind of parser for HTML using AntLR and then parse the HTML output from already existing GUI builders like Dreamweaver to get the desired output?
Thanks and Regards,
-- Kannan
Oooh, great question!
I wouldn't know any readily availble framework that you can use. Depending on your needs however, I think rolling your own shouldn't be too hard.
First of all, you probably wouldn't want to give the users too much freedom. Freedom only gives them the opportunity to mess things up and make the resultant forms hard to use. I think from your description that the fields are pre-defined, so that the user only needs to customize which fields appear on a given form, and in what order. Order can be a simple thing like top-to-bottom. Some semi-intelligent automatic layouting could be used to conserve screen space. Adding a feature to group fields together would probably also be useful, and grouping would lead to some kind of standard "group" widget.
Accepting simplified functionality like this, you don't really need the flexibility of a full gui editor. A couple of listviews, maybe a property sheet and a preview window will be enough to give your users the functionality they need.
Of course, this only holds for screen forms. Print forms may be trickier to layout, as people may want to cram as many fields as possible into very little space so the entire form can fit on a single page or something. I really don't have any suggestions for you there, but maybe a similar "simplified" approach with some intelligent auto-layouting could work.
Overall, my advice would be: Keep It Simple! (S... ;)