 Page 1


I THIU NN TNG SUGARCRM 9
1.1. Ki 9
1.2. n trong SugarCRM 14
U 31
2.1. Gii thi 31
2.2.   31
2.3. u cho h thng 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 ca Actor K  39
2.5.4. Usecase ca Actor Manager: 40
2.6. u v  d liu 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 kho 54
2.7.1. Mu Report Project Cost Estimate 54
2.7.2. Mu Report Project Cost Actual (CR) 55

4.1. Module Account 75
4.2. Module Projects 76
 Page 3
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.  thng 101
KT LUN 104
U THAM KHO 105
PH LC 1 106
PH LC 2 113
  Page 4


 10
c con ca mc gc 12
 trong Developer Tools 14
 Repair trong System 15
 studio 23
 gii nhau 23
u ta file logic hook 25
p d  35
 Uscae tng th 36
 Usecase c 37
 Usecase c 38
 Uscase ca Actor K  39

n Report Actual Cost (CR) 70
n Report Profit And Loss (CR) 71
n Report Profit And Loss (MA) 72
 din Report Revenues Projection 72
c lc theo d  73
n Report Timesc l 73
 74
 thng 75
 76
o mi 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 mi sng kinh t
i chuyn mnh t i
 kinh t p sang kinh t c. 
   





 

  Trong mi
hot
  quc t i
 i nhu 
c bo
my cm Phn mm qu i
nh gii quyt  
 Mn

cho th d trn ph m m ngu m
SugarCRM.
 Cn
Cn bao gn sau:
 Phn m u
 Phn ni dung
 Page 8
Chg 1 gii thiu nn tng sugarcrm: n thc cn bit v c

(Linux, Apache,M  P         
SugarCRM   nhiu h tr cho mi h thng hot ng (bao gm Windows,
HP






 SugarCR thi k  h tr ti a cho nh  s dg d
bi v code hay khg bi v code php c c th c nh t bi trong h
th c SugarCR   nhu c c  s d. N  s dg
khng bi v code php c th s dg cng c developer trong m h ad
c nh thi l c thi.
C  dg c SugarCRc x dg d trn module framework,
khi  dg b  ch s g c entry point ln (m s g index.php
hoc soap.php).
Entry point ch c SugarCRc g ln l index.php. C 3 thng
s ch trong vic g  l:
Module: s g  modc truy c.
Action: g  h  c thc hi khi g module.
 truy c.



 Page 10

1
c vic h thng nhm
hn ch nhng s tip c d li hin th n

Dashlets: S ng d  lu tr thng tin ca module c
th hin th  trang ch, mc nh  trang ch trong SugarCRM s hin th c
thng tin ch ca tng module. V vy nu mun hin th thng tin g ca module
ra ngo m h trang ch th khai b  y. Mnh ca Dashlets s ly m
h Listview l m l dashlets.
 chui hin th trong module.
V SugarCRM l mt phn mm a ngn ng, nn tt c c nhn ca module s
 nh ngha ti ti th mc n  tin li cho vi  i ngn ng m
khng nh ng n vic hin th c chui hin th ra ngo ng dng.
Metadata: Th mc n c nhim v lu c file hin th ca module bao
gm vic hin th c subpanel, m h listview, detailview, editview.
 Page 13
Tpls: Th mc n ch c c d HTML m nhim vic hin th d
liu ra bn ngo m h ng dng.
Views: C thc hin th d liu ca SugarCRc s dng bng nhiu
c, v Views ch l th mc  m nhim mt trong c cng vi, n nay
s lu c file .php ca m h editview,detailview hay l listview.
Khi gii thiu v c th phn ca modng hay nhc n m h
editview, detailview hay listview, c m h n s m nhim nhng cng vic
c th cho vic hin th nh sau:
ListView : L m h s hin th c danh s c d liu c trong
module, mn h s hin th mnh khi nhp v mt module n , trong m
h n c c c chc nng nh search.
EditView: L m h hin th ra c ng  hin th c ng d liu
hin c ca mod i s dng nhp v.
DetailView: L m h hin th thng tin chi tit d liu  c nhp v
 c lu xung c s d liu.
Bn cnh c th mc ch trn SugarCRM c bao gm nhng tp tin b
sung nh sau:
Form.php: Tp tin ny c chc nng l cho Javascript x nhn c h

Studio - 
Module Builder - 
SugarCRM
Module Loader - 

 Page 15
Dropdown Editor - 

Rename Tabs - 
 - 

Configure Grouped modules -     gom nh c module
trong SugarCRM
 dg 
  d 



4 Repair trong System

C   t m 1 module trong SugarCRM d trn c cng c c s
trong trang ch c Admin. Trong SugarCRM m b d li   v m
modt tn tng , ngoi ra SugarCRM c h tr cho vic t c
m quan h gi c module v nhau thng qua cng c studio y l c
h  c nh thao t minh h cho vic t m c module v thi l c
m quan h gi c module v nhau.
 1: T m package (package l mt g c th ch mt hoc nhi
module)
 Page 16
1
B2
Module
- Module Name
- Label
- Chn Type

o mi module
2: To mi mt module trong SugarCRM

              
    t     .     :
basic       basic  
  
  
 Page 18
          
Module             
Company ng
ng  

  
nhng Fields
t a s Toolbox
sang ca s Layout 
c li.
- Sau khi thit k
giao din Edit ta
chn Save.

C. DetailView
B1: Chn test1 
LayoutsDetailView
- DetailView 
giao din hin
th chi tit ca
mng d
liu trong

B2: Ti
  

 

 Page 20
nh
a s Toolbox
sang ca s Layout  Page 21
giao din List ta
chn Save.
E. Search
B1: Chn test1 
LayoutsSearchBas
ic Search
- Basic Search 
giao din Hin
th 
s
record ca
module.
B2: Ti
  
nhng Fields
t a s Hidden
sang ca s Default 
c li.Nh
b
cho module.
- Sau khi thit k
giao din
Search ta chn
Save.
3nh module b Studio trong module builder

- Sau khi Deploy


Sugar.
- 
 s
d 4: D  dng trong h thng SugarCRM
 Page 23
      i s dg    
i s dg s
upload file Zip v c publish.





5: T studio
Trong ph Studio n  s dg c th t c m quan h, c nh
 l c nh cho c mod s dg c th t c quan h: 1-1, 1-
n, n-n tr ti thng qua cng c n.

6 gii nhau
 Page 24
 ch c c    s dg c th t m mt mod n
gin, v t c quan h gi c module trong h th m khng c hi bi
nhi code PHP. Tuy nhin n mun m r c  d c h  c
nh hi bi v c tr c t th m th mi c ch s su 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 ca 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){