Sugar – Customer Relationship Management

[ElgertS]

PROJECT DESCRIPTION

SugarCRM is an Open Source Customer Relationship Management system written in PHP for MySQL. As with MySQL itself, SugarCRM is available as Open Source or under a commercial license to receive support.

[ElgertS]

Step 1: Download & Install

Download the latest version of Sugar:

Sugar 4.5.1

4.0 features the ability to monitor incoming email and add it into the system along with greatly improved marketing campaign management. It also now features a visual inline editor for creating html rich emails.

In addition, Sugar can now be integrated with a Joomla! website as your customer interface. In this way, new registrants to your Joomla! site become customer leads. Registered users on your Joomla! site can also place support requests within Joomla! and this will be sent to your Sugar interface where you can respond and it will be sent back out via Joomla! to the customer.

Copy the resulting folder to the web directory you wish to host your Sugar installation.

Set the owner of the sugar directory to “www”.

[ElgertS]

Step 2: Create Sugar Database

Using PHPMyAdmin, create a new database for Sugar.

[ElgertS]

Step 3: Configure Sugar

At this time you are ready to load Sugar from the website you copied it to. On first run Sugar will ask you information on your server including the website name, the name of the MySQL database, the MySQL user and password required for working with the Sugar database. Sugar’s interface will easily guide you through these steps and will load the SQL required to operate Sugar.

[ElgertS]

Optional Step 4: Upgrade PHP w/GD

At this point Sugar will be functioning on your server and you are ready to begin playing with it. However, the version of PHP installed by default on Mac OS X Server does not include GD which is required for Sugar to display its graphing functionality. The easiest remedy for this is to install the latest PHP 5 release from the Entropy website.

[Author]

Posts