CRM

SugarCRM

PDF Invoices and Quotes in vTiger

Submitted by Georg on Wed, 04/13/2011 - 08:25

What happened to vTiger CRM --the fork of SugarCRM-- after the upgrade to versions 5.2x? Among many good and improved things, the PDF generating libraries have changed paths. Some plug and play, or click and point, PDF making extensions, crafted for 5.1x won't work with the new versions 5.2x -- until they will be upgraded at their turn, of course.

In the while, for the code-minded people, here's the new list of

SugarCRM CE v. Vtiger

Submitted by Georg on Mon, 05/31/2010 - 04:25

SugarCRM is an exceptional Customer Relationship Management suite of applications. We're using it both for us and several client businesses, integrating it with public web sites and Google Apps. But taken down to a detailed analysis, at the core level, SugarCRM is lacking few important features. Exactly the ones that (quite) every client was asking us about: products, contracts, sales quotes and orders, invoices, and printing them straight from the web "page" to be handled and circulated in the real world. Here's how we met these request:

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:

Mass Data Import Button in SugarCRM Custom Modules

Submitted by Georg on Fri, 02/19/2010 - 01:55

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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