 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
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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
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
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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){

Trích đoạn Report Timesheets (%) Đánh giá hệ thống

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