ShapeMySugar is the module you need to convince your employees to use your CRM. Thanks to this module, you are able to customize many elements of your application so that your team can make it their own and identify your CRM as a new coworker. You will be surprised at the improvement of the user experience!
Guide : Shape my datas
VISUAL INDICATORS
Based on dropdown field, the visual indicators allows you the advantage of being immediately identifiable and show easily the key elements.
By example with an Accounts list view on Type columns. And a custom one
The display is also done on the record layout :
Important : The customizations need to modify CSS files, a removal of browser‘s caches may be necessary during changes in images (create / edit / delete).
CONFIGURATION
Into the Developer Tools section of Administration, click on the Dropdown Editor link
Click on « MAPPING_ICONE » list.
All images are into the MAPPING_ICONE dropdown list, the display is done by the link between field name / key.
This list allows you to configure the mapping images for all your Sugar modules.
ADDING A NEW IMAGE
First of all, the option to customize must be create into the dropdown list. By example a field created into Account module.
The dropdown list contains these values, we want to add an image for « Hot potential new Customer » :
For security reasons, images must be host on the Sugar. In Notes module, create a new note witch contains your image.
On the new note, copy the URL link (or the image one).
Into the dropdown editor, click the « MAPPING_ICONE » list.
Add a new line named like this : Format : fieldName_key
Example : segment_c Separator : underscore Key : prospect2 Value of the new key : segment_c_prospect2
Into the label, paste the URL link of the note’s image.
Important: It is better to remove the domain and keep only the part from /rest/ in order to keep normal operation on test clone instances.
Click « Add » and « Save ».
The new line is now available :
On Accounts list view, an update of the value will display the new linked image.
ICONS
We recommend a dimension of 24 x 24 pixels for icons.
It is possible to find icons for free on the site https://icones8.fr/
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