Can I remove Team Security from SugarCRM?

Any SugarCRM Commercial Edition has a great feature for segmenting data, called Team Security.

In a nutshell, all non Administrator Users can only see SugarCRM records associated with at least one of the Teams they are part of.

…but what if in my organisation I do not want to limit who can see which records on the CRM system? Keep reading to find out the answer!

Not everybody knows that SugarCRM recently introduced the Visibility and ACL Layer that gives Partners and tech savvy End Users, a great granular control when customising record visibility and permissions.

Read more

I discovered the fascinating world of hydroponics!

A couple of months ago, I was watching random YouTube videos and I found myself discovering what hydroponics is.

Since that moment, I was totally in love. I have been growing quite successfully small plants (and some not so small ones, like tomatoes) in my Sydney apartment’s balcony. I was definitely ready for my next challenge!

In just few minutes I got into even more “troubles” when I discovered aquaponics… I guess that would be the natural evolution of hydroponics!

It was so fascinating watching videos of people building those self-sustaining ecosystems, integrating those with techie stuff… and I had to give it a try!

Read more

Upgrading CodeIgniter

I finally had an afternoon free, to test the upgrade of the base PHP framework CodeIgniter, on one of my websites.

CodeIgniterThe first operation we need to do (especially if the initial coding started long ago) is to find out which version of CodeIgniter we are currently using.

We need to search for the constant “CI_VERSION” defined inside the code. In my case the starting point was version 1.7.2.

Now we neet to understand which one is the latest version in the download section (currently 2.1.3) of CodeIgniter’s website.

The next step is to find out our upgrade path defined on the upgrade page and to download the required packages.
CodeIgniter Upgrade Path

In my case I downloaded my current version 1.7.2 and the latest 2.1.3.

NOTE: If for any reason you are still running PHP 4, you will not be able to upgrade to CodeIgniter 2.x. It only supports PHP 5.1 and above.

Read more

CRM, SugarCRM and a RESTful integration

At InsightfulCRM I have been involved with SugarCRM projects of various sizes for quite few years, and I was recently asked to present at the Sydney PHP Meetup group about SugarCRM and REST integration.

Let me share the presentation I prepared for the Meetup on my blog as well:


To give you an overview, the presentation starts with an introduction about CRM and why businesses that do not have a CRM strategy should definitely consider implementing one.

Read more

California Trip – SugarCON 2012 – InsightfulCRM MVP 2011

In April I went to San Francisco to attend SugarCON 2012, representing InsightfulCRM. It was actually my first time in the United States!

InsightfulCRM is currently part of the SugarCRM Partner Advisory Board, formed by 12 partners worldwide.

The aim of the PAB is to communicate to SugarCRM executives feedback and guidance from the partner community (currently there are over 400 SugarCRM partners!).

It is awesome for us to be part of the Board!

Read more

Multiple custom footers on SugarCRM view and metadata

I recently built a customisation for SugarCRM that required a custom footer on the metadata definition file.
This was a requirement, so that the final user was not able to edit the panel from Studio, and potentially damage the javascript intensive customisation.

To build the customisation as upgrade safe as possible, I created a custom view for the module I was customising, and inside the “display()” method, I set my own custom footer in the following way:

$this->ev->defs['templateMeta']['form']['footerTpl'] = 'custom/modules/Opportunities/mycustomfooter.tpl';

Then I coded all my business logic inside the display method and at the end, I called the “parent::display()” method.

Read more