Una Pregunta

Analizando los países fuentes de los lectores de este blog, he reconocido que dentro la lista de los 10 más populares aparecen unos de poblaciones hispanoparlantes.


Por mucho tiempo he deseado traducir el contenido de este blog al Español para facilitar el intercambio de información con uds., pero la verdad es que el tiempo no me lo permite en muchas ocasiones. 


Pero reconozco la necesidad y quisiera resolver esto, si uds. creen vale la pena. 


¿Que opininan? 


Favor dejar su comentario sobre el tema. 

SugarCRM Customization: Default Assigned User

El Bibliomata/Flickr

One of the first customizations that I recall applying to the first SugarCRM system I was in charge of was to set the default assigned user on Cases to someone other than the logged in user. This was used as a way to simplify the need for the submitting user to have to select the same assigned user every time a new case was added. That was back in 2005, and using version 3.0 of the product.


Although the process is still not a simple matter of a couple of clicks of the mouse, major advancements to the SugarCRM architecture since that time have indeed simplified it when compared to when I first had to tackle the issue, so do not be discouraged.


Let us take a look at exactly how it is done.

SugarCRM Customization: Employees Relate Field

The topic of Employees and Users within the scope of SugarCRM can sometimes be a bit confusing. However, there are a couple of subtle points that help distinguish the two. 


In a nutshell, Employees are a representation of the various individuals that work at your organization. In some cases (maybe all), those same individuals are also SugarCRM users, but it is not mandatory. Users, on the other hand, are a representation of all the individuals that have access to the SugarCRM system. Note that anyone defined as a User is also automatically added to the Employees list -- which is often the reason why confusion creeps in when discussing this topic.


Another important difference between the two is that of the two, data can only be assigned to a User but not to an Employee. These subtle differences are specially important on commercial deployments (Professional, Enterprise Editions) as User counts are limited by the number of licenses one has purchased. 


But what happens if one had a need to assign data to an Employee, for reference purposes?