need suggestions as to how to handle a customization need

**rrich** · 2006-01-11, 07:09 PM

Hi all!

We've been using Sugar (OS) for about 3-4 months now, and are starting to settle into it.

One problem we've noted, however, is that it seems that our sales folks are having to do too much navigation to get to what they need while on a call.

I want to condense things down to a single screen, if possible, so that they can look up contacts, look up accounts, create account history and activity items, and create/update opportunities all from one screen.

This sounds like a custom tab to me, but i'm just now starting to get into the internals of Sugar.

Could someone recommend an approach for how i should handle this? Is this a custom module, a new tab, a customized existing tab, etc?

Thanks for your help!!!

Bob

**eugenevdm** · 2006-06-21, 03:32 PM

I have a similar need. I would like to create a custom tab for services that our company offer. Therefor I would like to create a list of services and relationally link them to accounts. Could anyone guide me in the right direction? I notice there are a number of developers offering these kinds of services but for now I would like some guidlines on how to do it myself.
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Bmw r 51/3 history

**stevec** · 2006-06-21, 03:37 PM

Similar requests here from users. Will have to look at it in a few weeks but don't know where to start.

**Superman** · 2006-06-21, 05:26 PM

I think you should start from analyzing homepage functionality.
If I understood correctly your requests

**stevec** · 2006-06-22, 10:39 AM

Also, we';re going to need to have a good look at how 4.5's inline editing works so we can create notes, calls, schedules etc all on the fly.

**y2chuck** · 2006-06-22, 08:51 PM

This definitely isn't the correct way to do it, but I created a custom account dashboard just using PHP and my own classes and just added a tab in Sugar that opens this seperate app inside the main frame of Sugar.

All the data is being pulled from Sugar, but it's consolidated to give a complete overview of accounts/projects/leads etc.

I did the same for reports, just added a tab called 'reports' and created a seperate app that just opens inside the main frame.

I wanted to do it properly but I just couldn't figure out how to extend all of Sugars existing classes by creating a proper module.

Bottom line, it works and the people here love it.