“No Code Customizations” with SugarCRM

One of the reasons our company was drawn to offering SugarCRM for our customers was due to its ease of customization. Many customers rarely use any CRM solution right out of the box so we wanted to offer a product that would empower our customers to be able to make customizations quickly and efficiently without having to spend tons of money. Over the next few posts, I will be going over some of the top “No Code Customizations” you can make to SugarCRM.

Customization # 1: Renaming Modules

When employees are new to CRM, they are sometimes resistant to change. The terminology used in SugarCRM may not match the terminology they may be accustomed to. They may be used to using “Customers” instead of “Accounts”. Thankfully in SugarCRM we are given tools that allow us to rename Sugar modules to match your customer’s current terminology.

In our example below, our Customer Service Representatives have always noted their customers as “Customers”. In SugarCRM, we notate them as “Accounts”. Below I will show you how to rename the “Accounts” module in SugarCRM to “Customers”.

Instructions – Renaming modules in SugarCRM:

1. First, you’ll need to login to SugarCRM with a user with Admin privileges and click on the Admin link.

RESULT: The Administration page displays.

2. Once you’re on the Administration page, scroll towards the bottom to the Developer Tools section. Here you’ll find the option to “Rename Modules”.

RESULT: The Rename Modules page displays.

3. The tab labels and the corresponding database values display on the page. From the drop-down list displayed above the tab levels, you can select the language to display the tab.

4. Click the label that you want to edit and enter the singular and plural label replacement.

5. Click on the Save button to save your changes.

Check back next week when we create custom and dependent fields in SugarCRM.