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May 31
2011

Creating OnChange and OnSave events in SugarCRM - Part 2

Posted by: Justin Kuehlthau in MyBlog

Tagged in: SugarCRM

Justin Kuehlthau

In the first post in this series on SugarCRM onload and onchange events I looked at how to add the events to the edit view.  In this post I will look at how to call a function from a JavaScript file.  In my third post, this will allow us to add JavaScript code that is more useful than an alert.

The first step is to tell SugarCRM where our new JavaScript file will be located.  To do this we update the view.edit.php file located at:
..\custom\modules\Cases\views\view.edit.php.

In my case, this file already existed so I just had to add the display() function to the file:
function display() {
   echo '<script src="/custom/include/javascript/updateSubType.js"></script>';
   $this->ev->process();
   parent::display();
}

As this code points out, the next file I need to update is the updateSubType.js file located at:
..\custom\include\javascript\updateSubType.js.
In this case, I created this file from scratch and inserted the updateSubType function which will be called in my editviewdefs.php file we updated in the last post.

For this example, my function has one line in it which is an alert. The function is:
function updateSubTypeFunction() {
  alert("Custom JavaScript Function");
}

The last change we need to make is to call our new function from editviewdefs.php.  This is the file we edited in the last post.  Here is the updated code to call our new JavaScript function.

In the templateMeta array, change the code to:
'javascript' => '<script type="text/javascript"> onload=updateSubTypeFunction(this); </script>',

In the Type field's  displayParams array, change the code to:
'javascript' => 'onchange=updateSubTypeFunction(this);',

This code will cause a popup window to show when you edit a Case and when you change the Case's type. Next post I will put it all together.

May 27
2011

Creating OnChange and OnSave events in SugarCRM

Posted by: Justin Kuehlthau in MyBlog

Tagged in: SugarCRM

Justin Kuehlthau

When I started digging into customizing SugarCRM I often found it difficult to follow along with suggested solutions.  I mainly searched the SugarCRM forums for help on specific questions.  Most of the time I could find sample code but not the information on how to use it.  In this blog post I'll show how to create a very basic onload and onchange event for a module.  The specific example I will work towards is implementing a Subtype dropdown based on the Type dropdown in the Cases module.

The below post assumes you have a basic knowledge of SugarCRM, the studio, upgrade safe customizations and the custom directory. If you have any questions feel free to ask in the comments section.

The first step is to have an action fire when the edit view of the module is loaded (onload event) and when the Type dropdown is changed (onchange event). In my example I've already created the Subtype dropdown field and added it to the Cases module:

Customizing SugarCRM

Because I configured the Cases Edit View Layout in the Studio, the custom file I need to edit now exists at:
..custommodulesCasesmetadataeditviewdefs.php

Note that this file may not look very clean if you open it in a general text editor such as Notepad. You can use the free source code editor and Notepad replacement Notepad++ for a better experience, http://notepad-plus-plus.org/.

For the onload event I need to add to the 'templateMeta' array in editviewdefs.php:
'javascript' => '<script type="text/javascript"> onload=alert("OnLoad"); </script>',

I also need to add the onchange event to my type dropdown. To do this I add the 'displayParams' property to the Type field:

       4 =>
       array (
         0 =>
         array (
           'name' => 'type',
           'label' => 'LBL_TYPE',
           'displayParams' =>
           array (
             'javascript' => 'onchange=alert("OnChange");',
           ),
         ),
       ),

In this case, 4 is the row number and 0 is the only field on that row. Depending on your layout and the name of your field this may be different.

Making these changes to the editviewdefs.php file should cause a popup window to show when you edit a Case and when you change the Case's type. In my next post, I will look at having the events call a custom JavaScript function.

Apr 25
2011

Creating a Quote in SalesLogix Web Using Mail Merge

Posted by: Justin Kuehlthau in MyBlog

Tagged in: SalesLogix

Justin Kuehlthau

In SalesLogix Web, when you create an “E-mail/Letter/Fax Using Template” it can be a little confusing what happens to the document and how to update it.  Here are the steps for creating and updating a Quote using the Mail Merge engine.

Surf to the contact you want to quote and click the Write button -> Letter -> and select the Template you wish to use.  Or click More Templates and find the template you wish to use.
SalesLogix Mail Merge

Once the merge is complete, the new document is displayed in the Attachments tab:
SalesLogix Mail Merge

You can save the document to your local hard drive by clicking on the hyperlink in the Attachment column.  If you wish to change the name of the document once you have downloaded it, you can upload and overwrite the previous document by clicking on the row and clicking the edit pencil:
SalesLogix Mail Merge

Here you have the option to change the description that displays in the Attachment column or upload a new file to overwrite the current file:
SalesLogix Mail Merge

Here is the result:
SalesLogix Mail Merge Quote

You can see that the file name in the File field was updated as well as the Description, which displays in the Attachment column of the grid.

Both of these values may not need to be changed.  Users and your Company will have to decide what works best for them.

Apr 22
2011

Find what Application Pool each W3WP.exe process is associated with

Posted by: Justin Kuehlthau in MyBlog

Tagged in: Tips & Tricks

Justin Kuehlthau

When using SalesLogix web it is often a good idea to run each portal in a separate Application Pool.  For a number of reasons we may want to find out what Application Pool is associated with each W3WP.exe process.

To find this out, simply open a command prompt via the Start Menu -> Run -> cmd.  Then type in "cd C:windowssystem32" and "cscript.exe iisapp.vbs" to see each W3WP's process ID and Application Pool ID.

SalesLogix Web Application Pool

w3wp.exe process

Feb 09
2011

SugarCRM Webcast Series - Learn About Inbound Marketing, Moving from Spreadsheets, and Syncing with iPhone Contacts

Posted by: Justin Kuehlthau in MyBlog

Tagged in: Training

Justin Kuehlthau

View webcast

Sync Sugar and Your iPad/iPhone Contacts and Calendar with Omni

Thursday, February 10, 8:30am PT/ 11:30am ET

This webcast will overview the importance of having bi-directional synchronization between your CRM system and your critical devices such as your iPhone and iPad. With real time synchronization, sales agents will never miss a beat - driving higher productivity and sales results. Join SugarCRM and Omni for this informative webinar.

Who Should Attend: Salespeople, executives and IT administrators looking to synch SugarCRM data to their mobile devices including iPhones and iPads.

Register now

 

View webcast

Mastering the Leap from Spreadsheets to CRM

Monday, February 14, 4pm PST
Tuesday, February 15, 11am Australia EDT

Join us to hear how Mastersoft made the successful leap from spreadsheets into a full service CRM with the help of Loaded Technologies and SugarCRM.

Who Should Attend: Sales and Marketing professionals responsible for maximising their sales & marketing efforts. Sales managers who need to improve their pipeline.

Register now

 

View webcast

Inbound Marketing with HubSpot & SugarCRM

Wednesday, February 16, 10am PT/ 1pm ET

Improve your inbound lead flow with HubSpot and create better alignment between your sales & marketing teams with SugarCRM.

Who Should Attend: Marketing professionals and business owners interested in transforming their website into a marketing machine.

Register now

 

Jan 24
2011

Screen Shot Capture Tools - An Alternative to SnagIt

Posted by: Justin Kuehlthau in MyBlog

Tagged in: Tips & Tricks

Justin Kuehlthau

I needed to create some documentation with screen shots.  All of my co-workers use SnagIt and I have used it in the past, but I was curious if I could find an alternative.  My searching found Greenshot, a free and open source screen capture tool.

The user interface isn't quite as polished as SnagIt, but it does everything I've ever used the tool for: Highlighting, Text Boxes and Arrows.

Greenshot:
Greenshot - Free Screenshot Tool

SnagIt:
Snagit - Screenshot Capture Tool

Greenshot appears to have recent activity.  The last blog post was December 2010 and in the forums the developer said they were working on version .9 in January 2011.

I'm currently using SnagIt version 7.2.5, the latest paid version I own which sometimes refuses to take screenshots since I upgraded to 2 monitors.  If I continue to have issues I think I will stick with Greenshot instead of paying for an upgrade.  Anyone know of any other alternatives to SnagIt or Greenshot?

Jan 05
2011

SalesLogix MSSQL Maintenance Plans

Posted by: Justin Kuehlthau in MyBlog

Tagged in: Tips & Tricks

Justin Kuehlthau

When setting up a new instance of SalesLogix on a Microsoft SQL Server I generally setup two maintenance plans using the Maintenance Plan Wizard.  Note that if you are using SQL 2005, make sure you are running MS SQL Service Pack 3.  There was an issue in earlier versions of SQL 2005 that caused maintenance plans to not run on schedule.

The first plan performs a full backup of the SalesLogix database every night and deletes database backups older than two weeks.  Keeping two weeks of backups is up to the clients judgment and hard drive size.  Some clients want more backups, others want fewer backups.
SalesLogix MSSQL Maintenance Plans

The second plan is a SalesLogix Database Maintenance Plan.  In this plan I Check the Database Integrity, Rebuild the Indexes, Update the Statistics and Cleanup log files older than two months.
SalesLogix MSSQL Maintenance Plans

These are the Maintenance Plans that I have found to work.  Have any suggestions for better Maintenance Plans?  Leave a comment.

Nov 30
2010

Webinar: Forrester Research Analyst and SugarCRM Discuss Top Trends in CRM

Posted by: Justin Kuehlthau in MyBlog

Tagged in: Untagged 

Justin Kuehlthau

SugarCRM: Simple to Use. Works for You. Open.

Upcoming Live Webcast - Featuring VP of Forrester Research
Thursday, December 2, 11am PT/ 2pm ET - Register now
View webcast

About the presenter:

This live webinar hosted by SugarCRM will feature Forrester Research, Inc., Vice President William Band, named one of CRM Magazine's 2007 Influential Leaders.

Mr. Band will discuss the current state of the market, review the major trends affecting the CRM landscape, and discuss some criteria you can use to ensure your next CRM decision is the right one.

Not Your Father's CRM:
You've Been ready for CRM, Now CRM Is Ready for You

Every organization wants to improve the way they manage their customer relationships. But until recently, adding robust CRM tools to your organization was a time consuming and cost prohibitive endeavor for many resources-constrained organizations. Until now. On December 2 join us to learn how new developments in technology like open source, cloud computing and web 2.0 - are making it easier than ever to add a top notch CRM system to your operations.

In addition, all attendees of the live webinar will receive a complimentary download of a recent Forrester Wave™ Report!


Register Now


Join us on December 2nd for this informative webinar!

The SugarCRM Team


Sep 09
2010

Is It CRM Time Yet?

Posted by: Justin Kuehlthau in MyBlog

Tagged in: Technology

Justin Kuehlthau

from CRM Buyer by Christopher J. Bucholtz

With CRM, timing is everything. Investing in CRM technology too early can hurt adoption, miss critical changes in the business, and represent a wasted investment. How can you tell when the time is right to jump to a CRM system? No. 1 on the list should be your ultimate alarm system, your customers.

http://www.crmbuyer.com/rsstory/70784.html?wlc=1284037271

Jul 13
2010

Is there a way to set the Opportunity defaults for all users in SalesLogix?

Posted by: Justin Kuehlthau in MyBlog

Tagged in: Training

Justin Kuehlthau

Is there a way to set the Opportunity defaults for all users in SalesLogix?  A client recently wanted to change the default estimated close date for new opportunities in SalesLogix to 1 month from 2 months.  The Tools -> Manage -> Opportunity Defaults menu item was disabled for all users, so they needed a way to update everyone at the same time.

The options in the image above are stored in the UserOptions table.  Unfortunately, if a user has never opened this window, they will not have any entries in the UserOptions table for these options.  As such, we need to update the default option that is used when the user does not have the option defined in the UserOptions table.

To update, run the following two SQL statements through the Administrator.
In the Administrator open then Tools Menu -> Execute SQL…
Run these two SQL statements one at a time making sure to check “Execute statements on the Host Database”
update useroptions set OPTIONVALUE = '1' where name = 'txtEstimatedClose'
update USEROPTIONDEF set DEFVALUE = '1' where name = 'txtEstimatedClose'


The first statement will update the option for users that have the option defined in the useroptions table.  Most users probably do not have the option defined because they do not have access to the menu item.  The second statement will update the default option that is used when the user does not have the option defined.

As always, you should have some understanding of what the SQL is doing before running it and always test the statements to make sure they are updating the correct number of rows.

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