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Thread: New user has a few ?s

  1. #1
    Digitaled is offline Junior Member
    Join Date
    Dec 2006
    Posts
    4

    Default New user has a few ?s

    A few days back i DL SugarCRM and like it a lot.

    I did the full install on my PC using the server pack and everything is running good right away.

    My ?s are

    I am working on setting everything up the way i want for my use but i would like to end up with it on the internet. After i set up everything the way i want can i some how then upload it to my web server space and get it running all set up the way i worked on it on my PC?
    If so how.

    Can i keep the version on my PC and one update the other with the same information auto when hooked to the net?

    ------
    Also how do i make the text bigger that i am typing in here it is so small i can all most not see it???
    ------------------

    I do not see any way for it to keep track of money and payments can that be done if so how?

    Can i some how set up a web form and have SugarCRM take the information from the e-mail and turn it into a leed soon to be new customer?

    Thank you for your time

  2. #2
    lvangool is offline Sugar Community Member
    Join Date
    Jul 2006
    Location
    Near Rotterdam, Holland
    Posts
    280

    Default Re: New user has a few ?s

    You're asking a lot of questions...I'll see what I can do

    - Yes you can tweak Sugar to your liking on your PC and upload it later. Be sure to upload all files and directories in your SugarCRM directory. Also, please install phpmyadmin on your website (probably it comes with the subscription, otherwise be sure to secure it!!!) to transfer the database to the internetserver. From that point, it's not wise to keep adding data to your PC installation. It's technically possible but really unwise. Be sure to install it profesionally.

    - There is currently no billing module in Sugar. Maybe someone made an add-on, look at sugarForge.net

    - It's possible to link a web form to Sugar. It's called LeadCapture.php, please search this forum for more information.

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