My SuiteCRM SponsorWare Add-Ons
Basic Tier
- PowerWorkflows - adds actions buttons on views, saves your user’s time by improving processes - your way.
Pro Tier
- PowerReplacer - supercharges Email Templates, PDF Templates and Campaigns. Make them dynamic and preview them
before they go.
- PowerFields - advanced formulas (calculated fields) everywhere. Can be typed directly or set as
defaults from Studio.
Why? How? What for?
Read my explanation of this SponsorWare Model I’m trying,
how it can work for me, for SuiteCRM, and for you!
Latest Blog Articles:
SuiteCRM Workflows are powerful, but some of the available options can be confusing for new users. I’ll try and breakdown some of the elements that determine when and how a workflow runs. This is written as more advanced tutorial, so it assumes you already had a look at the existing...
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My advice is that you should super-charge your Clipboard when using a CRM. Well, it’s useful for much more, but definitely when using a CRM. Why use an Enhanced Clipboard? This post is really a Tip about one of the most useful SuiteCRM “add-ons” I know of, which… isn’t exactly...
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Campaigns in SuiteCRM are powerful, but complex and confusing, especially when you are just starting out. In this post I’ll try to explain the most important concepts, and connect them to each screen in the Campaign Wizard. Basically, you can think of a Campaign as a combination of these things:...
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In previous versions of SuiteCRM, the Admin menu was double-column, making it more compact and easier to navigate. This customization helps you get that layout back. Creating a custom index.tpl We start by copying modules/Administration/index.tpl to custom/modules/Administration/index.tpl, and then fill it with this content: {* <!-- /********************************************************************************* * SugarCRM Community...
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Since SuiteCRM 7.10, the SuiteP theme started to have 4 Sub-themes called Dawn, Day, Dusk and Night. This article teaches how to “fork” one of these and start a new Sub-theme of your own. I will create a new Sub-theme called Noon, based on Day, and I will make some...
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When uploading a ton of images to match each Contact you have, it’s useful to avoid doing it from the user interface, and go directly into the file system and database. The Contacts Photo field Some people don’t even notice this exists - but it is actually quite useful for...
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SuiteCRM’s Database can grow to a considerable size, depending on your use of the system. Having lots of data can be a good thing, but sometimes while investigating some error or performance problem, you will find an overgrown table. This post helps you track down those issues. Be careful when...
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SuiteCRM relies on an indexing service called Lucene to handle the Advanced Search (accessible from every screen, on the top right corner). Sometimes this can stop working and a full-reindexing might be needed to get it working again. Lock files Under directory modules/AOD_Index/Index/Index, lock files (with extension .lock are safe...
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So, you want to contribute some code from your repo to the original project? But Github is showing other commits you don’t want to include, and you don’t know how to remove them… Method #1 - do things properly Learn Git, understand the project’s workflow, set up your local repositories...
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So, you need to know which file SuiteCRM is trying to load from where? Or why your customization file isn’t getting picked up? Or what files Studio has changed? Here’s what I would call an advanced debugging/troubleshooting technique. Apart from anything you can find from the logs, sometimes you just...
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A look at how SuiteCRM stores Email addresses in the Database. This applies to all entities that have email addresses. Currently this post covers only the simple topic of storing Email addresses. One day I plan to expand it to include how actual Email content is stored. The several entities...
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Accounts and Contacts are very central concepts in SuiteCRM. Normally your data-modelling decisions start here - and there are a few subtleties you need to learn. An Account is basicaly a representation of an impersonal entity, like a company, an institution, etc. Then it articulates with the several representations of...
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I’m happy with my architecture and I think it’s a bit original, so I’d like to share it here. It’s basically an extremely unexpensive set up for a non-profit with a tight budget. But I would use it on a commercial company any day. I run Microsoft Hyper-V Server as...
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Here are some arguments in defense of the option to install SuiteCRM inside a Virtual Machine (VM), instead of on bare metal. That’s what I always do and I’m never turning back. These are basically the generic arguments in favor of virtualization, with some specific considerations regarding SuiteCRM. You get...
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This is an area of SuiteCRM concepts which I find particularly confusing and clarification is required. The terms Users and Employees overlap a lot in SuiteCRM, but they are not completely equivalent. Both modules are a bit “special” modules. You access them from unusual places. You’ll find Employees in the...
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At some point you might need to go under the hood and see how SuiteCRM stores Attachments in the database, and in the file system. So here’s a guide to help you out. If haven’t read this already, start with a few non-obvious points about what Attachments are in SuiteCRM,...
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These SuiteCRM concepts seem to mix and overlap in unexpected manners, causing some initial confusion. This guide will help you sort everything out. Documents are files that you upload into the system for later reference. The distinguishing feature of this concept is that it allows for Revisions, meaning SuiteCRM will...
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At some point you might need to go under the hood and see how SuiteCRM stores Documents in the database, and in the file system. So here’s a guide to help you out. How are Documents connected to other records? For the sake of an example, I tried creating a...
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SuiteCRM uses a couple of logs that give you helpful clues as to what is going on in your system. In fact, if you need to troubleshoot a problem, this is always worth checking. suitecrm.log You’ll find suitecrm.log in the base directory of your SuiteCRM installation. It will get rolled...
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SuiteCRM’s code can be customized in many places. The basic rule is pretty simple: whenever it needs a php file, it will look first inside the custom folder, and use any customized file that you placed there. Only if it’s not there it will keep looking in the original place...
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SuiteCRM uses a number of Scheduler jobs that are supposed to run at scheduled times, supporting functionalities like search indexing, workflows, email notifications, database maintenance, etc. When completing installation, the Scheduler jobs need to be manually enabled. This is done by asking your operating system to run a script called...
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The world badly needed yet another blogger, so here I am. As I learn more about SuiteCRM, and as I get bored of repeating myself too often in the forums, I decided to put some stuff here for general reference. I hope it will help someone. I’m sure the revenue...
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