SugarCRM

[Junior Tan]

Is anyone familiar with SugarCRM? I have an project close to it's deadline but I still cant figure it out.

 

6.5.21 CE running on Local machine using Xampp

Project requires:

1. Customers (Will probably just use contacts)
   • Name address etc.
   • CusLoyalty points
2. List of items
   • each item will have cost of loyalty points
3. Redemption system
   • Pick an item to redeem(e.g $30 Voucher)
   • Loyalty points will be deducted from contacts

I am completely new to SugarCRM... this is what i have done so far,

• Added integer field in "Contacts" for points
• Created a Custom module "items" from modulebuilder
• Added a drop down field in "items" with a few test item
• Created a Custom module "Redemption" from modulebuilder
• Added a relate field in "Redemption" for "contacts"
• Added a relate field in "Redemption" for "items"

But I have no idea where to go from here.. 
How can I deduct the points from contacts through Redemption?
How to assign a cost to items

I did some search and saw someone using calculated fields but I can't seem to find it. Then I read about LogicHooks and took a plunge at it and failing badly.

Please point me in the right direction, any kind of help will be appreciated.

Thanks a lot in advance!

[madknight3]

Can you be more specific? What is it that you are trying to do with SugarCRM that you can't figure out? Since you haven't been very specific, all I can do is give you the following basic general advice in case you haven't already tried it.

 

Check out their support section. It seems to contain documentation, tutorials, and a forum.

 

If that doesn't work for you and you just need a general tutorial, then you can try this one. I haven't used the product myself so sorry if there are better tutorials out there. I just took the top result from Googling "SugarCRM tutorial" so feel free to do the same to see the other results.

[Junior Tan]

Can you be more specific? What is it that you are trying to do with SugarCRM that you can't figure out? Since you haven't been very specific, all I can do is give you the following basic general advice in case you haven't already tried it.

 

Check out their support section. It seems to contain documentation, tutorials, and a forum.

 

If that doesn't work for you and you just need a general tutorial, then you can try this one. I haven't used the product myself so sorry if there are better tutorials out there. I just took the top result from Googling "SugarCRM tutorial" so feel free to do the same to see the other results.

 

Thank you for the reply! I have updated first post.