Đồ án tốt nghiệp
Triển khai phần mềm quản lý quan hệ khách
hàng cho một doanh nghiệp cụ thể dựa trên
phần mềm mã nguồn mở SugarCRM
 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

3.12.4. Report Profit And Loss (CR) 71
3.12.5. Report Profit And Loss (MA) 71
3.12.6. Report Revenues Projection 72
3.12.7. Report timesheet 72
3.12.8. Report Timesheets (%) 74
NG H THNG THC T CHO RED 75
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.  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

n khi nhp Timesheets 67
n khi nhp Leaving 67
n khi to mi Publicdays 68
 thng 68
n Report Estiamte Cost 69
n Report Actual Cost (MA) 70
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 7
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.


 Page 9
 1: GI THI NN TNG SUGARCRM

 SugarCRM
SugarCRM l phn mm m ngun m s dng h u  LAMP
(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.



gm 3 phn ch  l  d liu, giao din i d v chc nng ng
dng. 
 Page 12

2: Cc con ca mc gc

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

PHP m.
1.2.1. 

 

3 trong Developer Tools
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

2
To mi module
B1: Click new
module

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 
  

giao di
mi hoc chnh
sa m
liu vi Module

B2: Ti
  
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
  


c li.
- Sau khi thit k  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



Module Buider 
Test
- n
Deploy
- 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.

Trích đoạn Các yêu cầu cho hệ thống CRM của công ty Red Module timesheets Module report

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