SugarCRM Upgrade to v3b
10 May 2005 - DaveSugarCRM v3 adds a number of new features.
- Projects that can be broken down into tasks
Had been trying out Tasks Jr for managing the todo list. TJr’s interface is definately friendlier but may not be enough to outweigh the integration that SCRM now.
- Documents that can reside within scrm
templates — marketing — invoices?
- Email from within scrm
- Campaigns
- RSS Feeds
- Employees
- Roles
Roles and employees are missing something. It is likely that the pro/paid version of SCRM makes use of them. It may not be worth hacking this in the Open Source version.
The install is getting better. After backing up the web app folder and installing to a new copy of the database the only glitch was with the user/account used for the install. Needed a MySQL account with access to more than just that db.
When the install was complete I had to go back in and change the SugarSales logo’s, etc. back to netsNbytes. I wonder if it’d be worth writing a script to handle this. That would be assuming that SCRM structure doesn’t change in the affected areas.