SugarCRM search / create leads
Posted: Tue Mar 04, 2008 7:56 pmHere is sugarcrm5_search.php, based on original vtiger_search from Matt Florell.
Searches by phone number in existing leads and displays it, if not found, creates a new one using the data from vicidial. The user must be logged in vtiger prior to launching the page, if not SugarCRM login page is displayed instead.
I have tested it as much as I can on a test campaign, but NOT in production. I am not PHP programmer, so please any comments/suggestions/improvements are welcome Smile
Read the comments within the file and modify it for your personal needs.
Get file from here:
http://www.eflo.net/VICIDIALmantis/view.php?id=169
Feel free to include it in vicidialnow/SVN/wherever you like
Notes:
1. User names in vicidial and sugarcrm must be the same
2. If lead is deleted in sugarcrm it is recreated with a different ID. Please see comments in file how to change that.
3. Import function in both vtiger and sugarcrm are VERY sensitive to a proper file formatting. SugarCRM announced that they will redesign it in next releases, Q2/2008.
Realizing how good vicidial import is
4. Version 5 SugarCRM is improved a lot and really good for us. It's customization is really easy and straightforward.
Searches by phone number in existing leads and displays it, if not found, creates a new one using the data from vicidial. The user must be logged in vtiger prior to launching the page, if not SugarCRM login page is displayed instead.
I have tested it as much as I can on a test campaign, but NOT in production. I am not PHP programmer, so please any comments/suggestions/improvements are welcome Smile
Read the comments within the file and modify it for your personal needs.
Get file from here:
http://www.eflo.net/VICIDIALmantis/view.php?id=169
Feel free to include it in vicidialnow/SVN/wherever you like
Notes:
1. User names in vicidial and sugarcrm must be the same
2. If lead is deleted in sugarcrm it is recreated with a different ID. Please see comments in file how to change that.
3. Import function in both vtiger and sugarcrm are VERY sensitive to a proper file formatting. SugarCRM announced that they will redesign it in next releases, Q2/2008.
Realizing how good vicidial import is
4. Version 5 SugarCRM is improved a lot and really good for us. It's customization is really easy and straightforward.