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I THIU NN TNG SUGARCRM 9
1.1. Ki 9
1.2. n trong SugarCRM 14
U 31
2.1. Gii thi 31
2.2. 31
2.3. u cho h thng CRM c 32
2.4. ng 34
2.5. Usecase 36
2.5.1. Usecase c 37
2.5.2. Usecase c 38
2.5.3. Usecase ca Actor K 39
2.5.4. Usecase ca Actor Manager: 40
2.6. u v d liu 41
2.6.1. a Account 42
2.6.2. a Revenues actual 43
2.6.3. a Revenues Estimation 44
2.6.4. a Production Cost Esmation 45
2.6.5. a Production Cost Actual 46
2.6.6. a Manpower Cost 47
2.6.7. a User 47
2.6.8. a Timesheets 48
2.6.9. a Leaving 50
2.6.10. a Salary 51
2.6.11. a Project 53
2.7. u Report tham kho 54
2.7.1. Mu Report Project Cost Estimate 54
2.7.2. Mu Report Project Cost Actual (CR) 55
4.1. Module Account 75
4.2. Module Projects 76
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4.3. Module timesheets 81
4.4. Module Teams 84
4.5. Module salary 86
4.6. Module report 89
4.6.1. Report estimate cost 91
4.6.2. Report actual cost 95
4.7. Module Manpower Cost 100
4.8. thng 101
KT LUN 104
U THAM KHO 105
PH LC 1 106
PH LC 2 113
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10
c con ca mc gc 12
trong Developer Tools 14
Repair trong System 15
studio 23
gii nhau 23
u ta file logic hook 25
p d 35
Uscae tng th 36
Usecase c 37
Usecase c 38
Uscase ca Actor K 39
n Report Actual Cost (CR) 70
n Report Profit And Loss (CR) 71
n Report Profit And Loss (MA) 72
din Report Revenues Projection 72
c lc theo d 73
n Report Timesc l 73
74
thng 75
76
o mi Project 79
n Project 80
84
p te 86
89
91
94
99 Page 6
M U
Cu th k y nh
c c n mi sng kinh t
i chuyn mnh t i
kinh t p sang kinh t c.
Trong mi
hot
quc t i
i nhu
c bo
my cm Phn mm qu i
nh gii quyt
Mn
cho th d trn ph m m ngu m
SugarCRM.
Cn
Cn bao gn sau:
Phn m u
Phn ni dung
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Chg 1 gii thiu nn tng sugarcrm: n thc cn bit v c
(Linux, Apache,M P
SugarCRM nhiu h tr cho mi h thng hot ng (bao gm Windows,
HP
SugarCR thi k h tr ti a cho nh s dg d
bi v code hay khg bi v code php c c th c nh t bi trong h
th c SugarCR nhu c c s d. N s dg
khng bi v code php c th s dg cng c developer trong m h ad
c nh thi l c thi.
C dg c SugarCRc x dg d trn module framework,
khi dg b ch s g c entry point ln (m s g index.php
hoc soap.php).
Entry point ch c SugarCRc g ln l index.php. C 3 thng
s ch trong vic g l:
Module: s g modc truy c.
Action: g h c thc hi khi g module.
truy c.
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1
c vic h thng nhm
hn ch nhng s tip c d li hin th n
Dashlets: S ng d lu tr thng tin ca module c
th hin th trang ch, mc nh trang ch trong SugarCRM s hin th c
thng tin ch ca tng module. V vy nu mun hin th thng tin g ca module
ra ngo m h trang ch th khai b y. Mnh ca Dashlets s ly m
h Listview l m l dashlets.
chui hin th trong module.
V SugarCRM l mt phn mm a ngn ng, nn tt c c nhn ca module s
nh ngha ti ti th mc n tin li cho vi i ngn ng m
khng nh ng n vic hin th c chui hin th ra ngo ng dng.
Metadata: Th mc n c nhim v lu c file hin th ca module bao
gm vic hin th c subpanel, m h listview, detailview, editview.
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Tpls: Th mc n ch c c d HTML m nhim vic hin th d
liu ra bn ngo m h ng dng.
Views: C thc hin th d liu ca SugarCRc s dng bng nhiu
c, v Views ch l th mc m nhim mt trong c cng vi, n nay
s lu c file .php ca m h editview,detailview hay l listview.
Khi gii thiu v c th phn ca modng hay nhc n m h
editview, detailview hay listview, c m h n s m nhim nhng cng vic
c th cho vic hin th nh sau:
ListView : L m h s hin th c danh s c d liu c trong
module, mn h s hin th mnh khi nhp v mt module n , trong m
h n c c c chc nng nh search.
EditView: L m h hin th ra c ng hin th c ng d liu
hin c ca mod i s dng nhp v.
DetailView: L m h hin th thng tin chi tit d liu c nhp v
c lu xung c s d liu.
Bn cnh c th mc ch trn SugarCRM c bao gm nhng tp tin b
sung nh sau:
Form.php: Tp tin ny c chc nng l cho Javascript x nhn c h
Studio -
Module Builder -
SugarCRM
Module Loader -
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Dropdown Editor -
Rename Tabs -
-
Configure Grouped modules - gom nh c module
trong SugarCRM
dg
d
4 Repair trong System
C t m 1 module trong SugarCRM d trn c cng c c s
trong trang ch c Admin. Trong SugarCRM m b d li v m
modt tn tng , ngoi ra SugarCRM c h tr cho vic t c
m quan h gi c module v nhau thng qua cng c studio y l c
h c nh thao t minh h cho vic t m c module v thi l c
m quan h gi c module v nhau.
1: T m package (package l mt g c th ch mt hoc nhi
module)
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1
B2
Module
- Module Name
- Label
- Chn Type
o mi module
2: To mi mt module trong SugarCRM
t . :
basic basic
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Module
Company ng
ng
nhng Fields
t a s Toolbox
sang ca s Layout
c li.
- Sau khi thit k
giao din Edit ta
chn Save.
C. DetailView
B1: Chn test1
LayoutsDetailView
- DetailView
giao din hin
th chi tit ca
mng d
liu trong
B2: Ti
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nh
a s Toolbox
sang ca s Layout Page 21
giao din List ta
chn Save.
E. Search
B1: Chn test1
LayoutsSearchBas
ic Search
- Basic Search
giao din Hin
th
s
record ca
module.
B2: Ti
nhng Fields
t a s Hidden
sang ca s Default
c li.Nh
b
cho module.
- Sau khi thit k
giao din
Search ta chn
Save.
3nh module b Studio trong module builder
- Sau khi Deploy
Sugar.
-
s
d 4: D dng trong h thng SugarCRM
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i s dg
i s dg s
upload file Zip v c publish.
5: T studio
Trong ph Studio n s dg c th t c m quan h, c nh
l c nh cho c mod s dg c th t c quan h: 1-1, 1-
n, n-n tr ti thng qua cng c n.
6 gii nhau
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ch c c s dg c th t m mt mod n
gin, v t c quan h gi c module trong h th m khng c hi bi
nhi code PHP. Tuy nhin n mun m r c d c h c
nh hi bi v c tr c t th m th mi c ch s su v h
Bean Files.
1.2.2.1.
s ki trong SugarCRM, c s ki c th
g c c action trong h th v d:
7: C code ca file logic hook
<?php
//prevents directly accessing this file from a web browser
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
class AddTimeStamp {
function StampIt(& $focus, $event){