by synolia

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!

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Installation Guide

INSTALLATION

TECHNICAL REQUIREMENTS

To install and use the Shape My Sugar module, you must have an original Sugar version where you have administrative rights. Your Sugar original source code must not be changed so that the installation can be done in the best conditions. The customizations done using the Studio are supported.

SYNOLIA cannot be held responsible for the use you make of the Shape My Sugar module.

INSTALLATION

Shape My Sugar is installed like a standard module using the « module loader » in the Developer Tools of admin section of your Sugar.

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To install the package, search for the archive using the “Browse” Choose File button (1), click on the “Upload” button (2).

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Once uploaded, it will show up in the available modules list. Click on the “Install” button to start the installation process.

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Accept the license terms and click on “Commit” to install.

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The installation is automatic, wait until the following screen appears :

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INSTALL CONDITIONS

For reasons to keep customizations previously done, if the files below exists, the installation is not possible.

If they exist on your Sugar, installation will be stopped. This check is not performed if the module is updated. On SugarCRM’s OnDemand hosting you will be redirected to the module loader webpage.

List of files: custom/themes/custom.less custom/clients/base/fields/enum/detail.hbs custom/clients/base/fields/enum/list.hbs custom/clients/base/fields/enum/enum.js custom/clients/base/views/login.js

Note : If you are stopped during install for this reason, Synolia can look into making a dedicated and compatible package with your Sugar. Please contact us for more informations.

UNINSTALL

UNINSTALL

Shape my Sugar module can be uninstalled using the << Module loader >> in the Admin section.

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Simply click on the << Uninstall >> button.

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Click on << Commit >> to start the uninstall process.

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Once the module is uninstalled, click on << Back to Module Loader >>.

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Important : Uninstall will restore the original theme of Sugar :

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DELETE NOTES

After uninstall the module, delete notes created to host images.

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