Customisations Archives » Sugabyte https://sugabyte.com/tag/customisations/ SugarCRM Advanced Partner in the UK Tue, 28 Jan 2020 10:49:26 +0000 en-US hourly 1 https://sugabyte.com/wp-content/uploads/2017/10/Sugabyte152-150x150.png Customisations Archives » Sugabyte https://sugabyte.com/tag/customisations/ 32 32 SugarCRM Mobile: How To Sort Related Subpanels https://sugabyte.com/sugarcrm-mobile-how-to-sort-related-subpanels/ Wed, 24 Jan 2018 21:51:21 +0000 https://sugabyte.com/?p=1265 Optimising the layout of your CRM is crucial to your goal of an easy and intuitive CRM experience for your users.  It helps with user adoption and it improves efficiency bbut having the right information at the right time.  Learn how to modify the sub-panel layout in SugarCRM mobile. I can’t find a way to […]

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]]> Optimising the layout of your CRM is crucial to your goal of an easy and intuitive CRM experience for your users.  It helps with user adoption and it improves efficiency bbut having the right information at the right time.  Learn how to modify the sub-panel layout in SugarCRM mobile.

I can’t find a way to change the order.  How is it done?

If you’re not familiar with changing the sub-panel order for the desktop experience of Sugar, you can do this by navigating to Admin > Display Modules and Subpanels.

There are two things wrong with this.

  1.  This only changes the Desktop version, not the Sugar Mobile app.
  2. This is a ‘global’ setting for all subpanels in all modules.  This is not module specific sorting.

If you’re looking for a way to modify the sorting of the sub-panels on the mobile layout for the Android and iPhone apps – then we have to address this with a little bit of code.

Sugabyte can create an installable customisation (installed via the Module Loader tool) which can do two things:

Re-arrange the subpanels on the Mobile App (for each module).  And Re-arrange the subpanel order for the desktop version of Sugar (again for each module).

It’s usually a few hours effort on our side.

enquiry@sugabyte.com or +44 1733 609 100

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]]> How to edit Unit Price and Description in the new Quotes module for SugarCRM? https://sugabyte.com/edit-unit-price-description-new-quotes-module-sugarcrm/ Tue, 21 Nov 2017 18:10:32 +0000 https://sugabyte.com/?p=1092 If you have been used to creating Quotes in SugarCRM previous to the upgrade to 7.9 and 7.10 then you might be missing a couple of legacy features.  We’ve had a couple of customers ask: How to edit Unit Price and Description in the new Quotes module for SugarCRM? The new Quotes module is part […]

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]]> If you have been used to creating Quotes in SugarCRM previous to the upgrade to 7.9 and 7.10 then you might be missing a couple of legacy features.  We’ve had a couple of customers ask:

How to edit Unit Price and Description in the new Quotes module for SugarCRM?

The new Quotes module is part of SugarCRM’s efforts to upgrade the last remaining BWC modules (from Sugar 6) to the new sidecar framework seen elsewhere in most of Sugar 7.

The sidecar framework allows for a smoother user experience and affords development teams a lot of options when it comes to development.  Only the Documents module remains to be upgraded.

September & October saw a lot of customer systems being upgraded to 7.9/7.10 which includes the new sidecar Quotes module.  However, three functions are dearly missed:

  1.  The ability to edit the Unit Price when a product from the Product Catalogue is selected.
  2. The Description field is missing from the Quote layout.
  3. The “Copy Quote” function is missing.

Our development team has created an ‘Enhancement’ customisation which restores these functions as well as fixes a couple of bugs (to do with the currency change).

Here is how it works:

If you would like a copy, please contact us for pricing: enquiry@sugabyte.com or +44 1733 609 100

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